Tax Director

Sorren; Petaluma (CA); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, vision

401(k) retirement savings

Firm-wide holiday break

Paid parental leave

CPA exam support

Firm-sponsored events

Team activities

Job summary

Sorren, a top advisory firm in California, seeks a strategic Tax Leader to guide the firm’s tax function across high-net-worth and multi-entity portfolios. You will partner with estate, SALT, and international specialists, delivering comprehensive planning and execution with an emphasis on accuracy and client value.

Responsibilities include leading complex engagements, mentoring senior managers, and driving growth through profitable, integrated tax solutions while staying ahead of changing

Qualifications

• 10+ years of experience in tax preparation.
• Proven leadership in managing and scaling teams.
• Exceptional executive communication with C-suite clients.
• Broad expertise in high-net-worth, multi-entity, cross-border tax.
• CPA credential or eligibility and ongoing professional development.

Responsibilities

• Lead the strategic vision and execution of the tax function across complex client portfolios.
• Oversee and assure quality of complex tax engagements from planning through compliance.
• Advise on advanced tax strategies (M&A structuring, estate planning, succession).
• Develop engagement strategies with internal and external specialists to deliver integrated solutions.
• Stay ahead of evolving tax legislation and distill insights for clients and teams.
• Direct resource planning and maintain alignment with firm profitability.

Skills

Executive communication

Relationship building

Strategic thinking

Project leadership

Mentoring managers

Client advisory

Education

CPA license or eligible

Bachelor's in accounting or related field

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.

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

• Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses
• Oversee and ensure the quality of the most complex tax engagements, from planning through compliance, with a focus on accuracy, efficiency, and alignment with client objectives
• Serve as a primary advisor on advanced tax strategies such as M&A structuring, succession planning, entity optimization, and long-term tax minimization
• Develop and lead comprehensive engagement strategies, working with internal specialists (estate, SALT, international) and external advisors (attorneys, bankers) to deliver integrated solutions
• Stay ahead of evolving tax legislation and industry developments, distilling complex topics into actionable insights for clients and internal stakeholders
• Act as the technical authority on key issues affecting the firm’s clients, translating regulatory change into firmwide guidance, tools, and training
• Oversee compliance and reporting practices to ensure full adherence with federal, state, and local regulations while continuously seeking ways to maximize after-tax profits
• Promote continuous improvement by refining tax processes, strengthening internal controls, and advancing documentation and workflow tools for scalability
• Manage and develop a high-impact team, including senior managers and managers, through coaching, feedback, performance planning, and succession development
• Cultivate deep and enduring client relationships, positioning the firm as a strategic partner in business and financial decision‑making
• Collaborate across service lines (assurance, advisory, client accounting) to offer clients holistic value and drive cross‑functional opportunities
• Support business development, including client pitch meetings, proposal review, pricing strategy, and expansion of services within key accounts
• Represent Sorren in the marketplace, attending industry events and networking opportunities to enhance the firm’s visibility and thought leadership
• Champion a culture of continuous learning, including leading firm trainings, promoting professional certifications (e.g., CPA, EA, MST), and modeling excellence in all areas of client service and leadership
• Direct resource planning and allocation for the tax team, ensuring optimal productivity, utilization, and engagement profitability
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Your Background

• 10+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions, with the ability to interpret nuanced legislation and guide the firm and clients through complex regulatory environments
• Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession
• Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level
• Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights
• Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence
• Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally
• Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals
• Advanced project leadership skills, with the capacity to oversee multiple large‑scale engagements simultaneously, allocate resources effectively, and drive profitability
• Forward-thinking and innovative, consistently contributing to internal knowledge leadership, policy development, and process improvements across the tax function
• Respected internal advisor, often consulted by peers and firm leadership on regulatory shifts, high‑impact tax risks, and opportunities for service expansion
• Commitment to continual learning and professional development, maintaining expert-level knowledge and setting the tone for excellence through teaching, mentoring, and example. Full‑time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $170,000 - $250,000.

Colorado compensation range for this role is $170,000 - $250,000.

Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer

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.