Strategic Tax Senior Manager - Lead Complex Client Tax

Sorren, Inc.; Colorado Springs (CO); On-site; USD 135,000 - 180,000; Full time

Benefits offered by this job

PTO

Health benefits

401(k)

Parental leave

Mentorship

Job summary

Sorren is seeking a senior tax professional to lead complex tax engagements for high-net-worth individuals and multi-entity clients. The role emphasizes strategic tax planning, transaction structuring, and cross-jurisdictional considerations.

You will supervise seasoned teams, review returns for accuracy, and deliver practical guidance while maintaining strong client relationships and ensuring compliance with federal, state, and local tax laws.

Qualifications

• 8+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Deep expertise in federal, state, and local tax laws with ability to interpret regulations
• Proven success in delivering strategic tax planning including entity structuring and succession planning
• Advanced proficiency in tax software and research tools
• Ability to lead and develop multi-level teams across engagements
• Strong communication skills to convey complex tax concepts
• Business acumen aligned with client objectives and firm growth
• Full-time commitment with flexibility to work beyond regular hours

Responsibilities

• Provide strategic leadership for the firm’s most complex tax engagements for high-net-worth individuals and multi-entity structures
• Advise clients on tax planning, transaction structuring, and long-term minimization
• Oversee review of complex returns for technical accuracy and compliance
• Develop and execute engagement strategies with internal and external advisors
• Lead research on complex tax issues and regulatory changes
• Provide technical leadership on emerging tax matters
• Drive continuous improvement in tax processes and quality control
• Coach and mentor managers and seniors in goal-setting and performance reviews
• Cultivate deep client relationships and act as strategic partner in financial decisions
• Collaborate across service lines to deliver integrated solutions
• Participate in business development and client pitches
• Represent the firm at industry events to build visibility
• Lead internal trainings and support certification efforts
• Oversee resource allocation and engagement planning
• Meet annual billable targets

Skills

8+ years tax experience

CPA

Communication

Leadership

Tax planning

Education

Bachelor’s degree in accounting

CPA eligible/CPA license

Tools

Tax software proficiency

Tax research tools

Job description

Sorren is seeking a senior tax professional to lead complex tax engagements for high-net-worth individuals and multi-entity clients. The role emphasizes strategic tax planning, transaction structuring, and cross-jurisdictional considerations.

You will supervise seasoned teams, review returns for accuracy, and deliver practical guidance while maintaining strong client relationships and ensuring compliance with federal, state, and local tax laws.