Tax Administrator

Sorren, Inc.; Madison (WI); On-site; USD 42,000 - 62,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and and

Vision coverage, life and disability

401(k) retirement savings plan

Paid holidays and winter break

Paid parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

End-of-busy-season celebrations

Job summary

Sorren, Inc. is a top national advisory firm delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

We seek an organized Administrative Assistant to support service line leaders and teams, manage calendars, coordinate events, and help prepare client deliverables. You will contribute to confidential records, client relationship management, and cross-team collaboration, ensuring accurate billing and timely service.

Qualifications

• Associate degree in business administration or related field preferred; equivalent experience considered.
• Professional services or accounting firm experience strongly preferred.
• Highly organized, detail-oriented, and proactive.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative support to service line leaders and team members to ensure smooth day-to-day operations.
• Manage calendars, coordinate meetings, and assist with the planning of department events, trainings, and key deadlines.
• Prepare, proofread, and format correspondence, reports, and client deliverables.
• Assist with time entry review, billing preparation, and project tracking to support accurate and timely client service.
• Maintain department records, files, and systems in alignment with firm policies and confidentiality standards.
• Assist with client relationship management, including maintaining contact information and CRM data.
• Collaborate with firmwide administrative and operations teams to share best practices and ensure consistency across departments.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership

Skills

Highly organized

Detail-oriented

Proactive

Strong communication

Prioritization

Confidentiality & client service

Education

Associate’s degree in business administration or related field

Tools

Microsoft Office Suite

CCH Axcess

Job description

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Your Impact (Essential Duties)

• Provide administrative support to service line leaders and team members to ensure smooth day-to-day operations.
• Manage calendars, coordinate meetings, and assist with the planning of department events, trainings, and key deadlines.
• Prepare, proofread, and format correspondence, reports, and client deliverables.
• Assist with time entry review, billing preparation, and project tracking to support accurate and timely client service.
• Maintain department records, files, and systems in alignment with firm policies and confidentiality standards.
• Assist with client relationship management, including maintaining contact information and CRM data.
• Collaborate with firmwide administrative and operations teams to share best practices and ensure consistency across departments.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership

Your Background

• Associate’s degree in business administration or related field preferred; equivalent experience considered.Professional services or
• accounting firm experience strongly preferred.
• Highly organized, detail-oriented, and proactive.
• Strong written and verbal communication skills with a professional and approachable demeanor.
• Ability to prioritize multiple projects and meet deadlines in a fast-paced environment.
• Commitment to confidentiality, accuracy, and client service excellence.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CCH Axcess, or similar software a plus.
• Collaborative mindset with the ability to anticipate needs and contribute to a positive team culture.

Why Choose Us?

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

• Generous paid time off

• Comprehensive medical, dental, and vision coverage, plus life and disability insurance

• 401(k) retirement savings plan

• Paid holidays, including a firmwide winter break (December 24 – January 1)

• Paid parental leave (available after one year of service)

• Mentorship and career development programs

• CPA exam support to help you succeed on the path to licensure

• Firm-sponsored events and spontaneous team activities

• Celebrations to mark milestones like the end of busy season and the holidays

*Benefits are available to full‑time employees regularly scheduled to work at least 30 hours per week.

© 2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.