Tax Manager

Sorren; Meridian (ID); On-site; USD 107,000 - 150,000; Full time

Benefits offered by this job

Generous PTO

Medical/dental/vision coverage

401(k) retirement plan

Paid holidays incl. winter break

Parental leave (after 1 year)

Mentorship programs

CPA exam support

Firm events

Job summary

Sorren is seeking a senior tax professional to lead complex tax return work for individuals, corporations, and partnerships in a collaborative advisory environment. You will mentor staff, review filings, and drive strategic tax planning for diverse clients across multiple industries.

This full-time role emphasizes client relationships, accuracy, and staying current on tax laws. The position supports growth, work-life balance, and professional development within Sorren’s culture.

Qualifications

• 5–10 years of experience in tax preparation
• CPA license or eligible
• 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

Responsibilities

• 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

Skills

Leadership

Communication

Mentoring

Analytical skills

Attention to detail

Organizational skills

Tax expertise

Tax planning

Tax software

Time management

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Tools

Tax preparation 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 – Responsibilities

• 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

Background – Qualifications

• 5–10 years of experience in tax preparation
• CPA license or eligible
• 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

California compensation range for this role is $107,000 - $150,000. Colorado compensation range for this role is $107,000 - $150,000. 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.

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.

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.

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.