Tax Manager

Sorren; Ketchum (ID); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical coverage

401(k) retirement savings plan

Paid parental leave

Mentorship programs

Job summary

Sorren in Ketchum, Idaho is seeking a Tax Manager with 5-10 years of tax preparation experience and a CPA license. The role demands expertise in tax laws and strong leadership skills. Responsibilities include reviewing complex tax returns, managing engagements, and mentoring team members.

The position offers generous paid time off, comprehensive medical benefits, a 401(k) plan, and CPA exam support. Join Sorren for a rewarding career while making a difference in the community.

Qualifications

• 5-10 years of experience in tax preparation.
• Expertise in tax laws and regulations.
• Exceptional communication skills.

Responsibilities

• Review complex tax returns and prepare highly complex returns.
• Analyze organizational structures for tax impacts.
• Supervise, train, and mentor team members.

Skills

Tax preparation

Client relationship management

Leadership and mentoring

Analytical skills

Attention to detail

Education

Bachelor’s degree in accounting or related field

CPA license or eligibility

Tools

Tax preparation software

Job description

Essential Duties

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed.
• Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings.
• Perform detailed reviews and provide feedback to ensure high-quality work.
• Review quarterly and annual accounting procedures to support tax preparation.
• Analyze organizational structures for tax impacts and ensure accurate filings.
• Prepare estimated tax liabilities and provide strategic tax planning.
• Supervise, train, and mentor team members, conducting regular performance reviews.
• Research and document complex tax issues, presenting guidance and solutions.
• Communicate tax planning solutions with clients and other professionals involved in the client relationship.
• Communicate effectively with clients and team members on projects and deadlines.
• Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices.
• Manage engagements, prioritize tasks, and meet deadlines.
• Perform other duties and display 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.

Qualifications

• 5-10 years of experience in tax preparation.
• CPA license or eligibility to obtain one.
• Bachelor’s degree in accounting or a related field.
• Expertise in tax laws, regulations, and compliance requirements.
• Ability to adapt to tax law changes and provide strategic tax planning.
• Proficiency in tax preparation software and related tools.
• Strong leadership, communication, and mentoring skills.
• Excellent organizational skills to manage multiple priorities and meet deadlines.
• High attention to detail and accuracy in financial and tax work.
• Analytical skills to address and resolve complex tax issues.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Reasonable Accommodations

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job.

Equal Opportunity Employer

Sorren, Inc. is an equal-opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Benefits

• 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.