Tax Manager

Sorren, Inc.; Meridian (ID); On-site; USD 90,000 - 150,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays (incl. winter break)

Parental leave

Mentorship and career development

Job summary

Sorren, Inc. is seeking a senior tax professional to review complex returns, advise clients on planning, and lead a team to ensure accurate filings. The role emphasizes strong relationship-building and high-quality work in a collaborative firm environment.

You will support quarterly and annual tax processes, mentor staff, and stay current on tax laws. A CPA-eligible candidate with 5–10 years of experience is preferred, with opportunity for growth within the Tax Department.

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
• 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

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
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity

Skills

Tax expertise

CPA license or eligible

5-10 years experience

Bachelor's degree in accounting

Leadership

Communication

Attention to detail

Tax software proficiency

Adaptability

Analytical skills

Education

Bachelor's degree in accounting

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:

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

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.

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

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.