Tax Director: Strategic Cross‑Border & M&A Leader

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

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays including winter break

Job summary

Sorren is seeking an experienced tax leader to guide the firm’s tax function across complex client portfolios, including high‑net‑worth individuals and cross‑border entities. You will develop strategies, oversee planning and compliance, and advise on M&A, estate planning, and succession planning.

You will collaborate with specialists to deliver integrated, high‑impact tax solutions while staying ahead of regulatory changes.

Qualifications

• 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.

Responsibilities

• 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 and efficiency.
• 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 engagement strategies, coordinating with internal specialists and external advisors to deliver integrated solutions.
• Stay ahead of evolving tax legislation and distill complex topics into actionable insights for clients and internal stakeholders.
• Represent Sorren in the marketplace, advancing tax thought leadership and client value.

Skills

Leadership experience

Executive communication

Client relationship management

Strategic tax planning

Business development

Mentorship and coaching

Education

CPA license or eligible

Bachelor’s degree in accounting or related field

Job description

Sorren is seeking an experienced tax leader to guide the firm’s tax function across complex client portfolios, including high‑net‑worth individuals and cross‑border entities. You will develop strategies, oversee planning and compliance, and advise on M&A, estate planning, and succession planning.

You will collaborate with specialists to deliver integrated, high‑impact tax solutions while staying ahead of regulatory changes.