Tax Manager

Sorren; Saint Petersburg (FL); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and vision coverage

401(k) retirement savings plan

Paid parental leave

Job summary

Sorren is seeking an experienced tax preparer in Saint Petersburg, Florida. You will review and prepare complex individual, corporate, and partnership tax returns while fostering client relationships. The role requires 5-10 years of experience, a CPA license, and strong leadership skills.

The position offers generous benefits, including paid time off, medical coverage, and support for CPA exam preparation, making it an excellent opportunity for dedicated professionals.

Qualifications

• 5-10 years of experience in tax preparation.
• Ability to adapt to tax law changes.
• Full-time commitment with flexibility in hours.

Responsibilities

• Review and prepare complex tax returns.
• Develop and maintain client relationships.
• Supervise and mentor team members.

Skills

Tax preparation expertise

Leadership skills

Communication skills

Analytical skills

Organizational skills

Education

Bachelor’s degree in accounting or related field

CPA license

Tools

Tax preparation software

Job description

Position Summary

The role involves reviewing complex individual, corporate, and partnership tax returns, preparing highly complex returns, developing client relationships, conducting detailed reviews, analyzing organizational structures, preparing estimated tax liabilities, supervising team members, researching tax issues, communicating solutions, managing engagements, and meeting billable hour targets.

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.

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.

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 such as the end of busy season and the holidays.

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.