Tax Manager

Sorren, Inc.; Madison (WI); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and‑vis

Vision coverage and life insurance

401(k) retirement plan

Paid holidays including firmwide break

Parental leave after one year of svc

CPA exam support

Job summary

Sorren is seeking a seasoned tax professional in Madison, WI, to prepare and review complex individual, corporate, and partnership tax returns. You will mentor junior staff, ensure compliance with tax laws, and support planning for clients across diverse entities.

Ideal candidates have CPA eligibility, 5–10 years of tax experience, and a degree in accounting. This full-time role offers significant growth, a collaborative culture, and a strong benefits package in a balanced work environment.

Qualifications

• 5–10 years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Expertise in tax laws, regulations, and compliance requirements.
• Proficiency in tax preparation software and related tools.
• Strong leadership, communication, and mentoring skills.
• Ability to adapt to tax law changes and provide strategic tax planning.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Review complex individual, corporate, and partnership tax returns.
• Prepare highly complex returns as needed.
• Foster and develop 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.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Skills

Tax preparation

Leadership

Communication

Attention to detail

Analytical skills

Education

Bachelor’s degree in accounting

CPA license eligible

Tools

Tax software

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

Responsible for preparing, reviewing, and managing individual, corporate, and partnership tax returns, supporting tax compliance through accounting tasks, and addressing complex tax issues as appropriate. This position requires collaboration with team members, effective communication with clients, supervising and mentoring junior staff, and maintaining deadlines while ensuring compliance with tax regulations.

Your Impact (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 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

• 5-10 years of experience in tax preparation;
• CPA license or eligible;
• Bachelor’s degree in accounting or 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.

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.

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.

Third-Party Resume Submission Policy

Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency (\"search firm\") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.’s Talent Attraction team, to submit candidates for review via our applicant tracking system.