Tax Manager

Sorren, Inc.; Wilmington (NC); Hybrid; USD 85,000 - 140,000; Full time

Benefits offered by this job

Paid time off

Medical coverage

401(k) plan

Parental leave

Mentorship

CPA exam support

Job summary

Sorren, Inc. is seeking an experienced tax professional to prepare, review, and manage individual, corporate, and partnership tax returns, ensuring compliance and delivering strategic tax planning.

The role emphasizes collaboration with team members, mentoring junior staff, and maintaining deadlines. The candidate will work full-time, collaborating with clients to address tax issues, with a focus on high-quality work and effective communication.

Qualifications

• 5-10 years of experience in tax preparation.
• CPA license or eligible is required.
• 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.
• 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 filings.
• Supervise, train, and mentor team members; conduct 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.
• Stay updated on tax laws and best practices; meet deadlines and annual targets.

Skills

Tax preparation

CPA license

Client communication

Leadership

Mentoring

Organizational skills

Analytical skills

Education

Bachelor's degree in accounting or related field

CPA license or 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. Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people possible. Our continued success depends on it!

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.