Tax Director: Strategic Leader for Complex, High-Impact Tax

Sorren, Inc.; Meridian (ID); In loco; USD 180.000 - 270.000; Tempo pieno

Vantaggi offerti da questo lavoro

401(k) retirement plan

Paid holidays

Mentorship and career development

Descrizione del lavoro

Sorren, Inc. in Meridian, Idaho seeks an experienced Tax Leader to direct the firm’s tax function across complex client portfolios, including high-net-worth individuals, multi-entity groups, and cross-border businesses.

You will supervise planning through compliance, advise on advanced strategies such as M&A structuring and estate planning, and collaborate with internal and external specialists to deliver integrated solutions.

Competenze

• 10+ years of experience in tax preparation.
• 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.

Mansioni

• 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

Conoscenze

Strategic tax leadership

M&A structuring

Cross-border taxation

Client relationship management

Executive communication

Tax planning

Formazione

CPA license or eligible

Bachelor's degree in accounting

Strumenti

Tax compliance software

Tax research tools

Descrizione del lavoro

Sorren, Inc. in Meridian, Idaho seeks an experienced Tax Leader to direct the firm’s tax function across complex client portfolios, including high-net-worth individuals, multi-entity groups, and cross-border businesses.

You will supervise planning through compliance, advise on advanced strategies such as M&A structuring and estate planning, and collaborate with internal and external specialists to deliver integrated solutions.