Tax Manager: Lead Complex Returns & Client Advisory

Sorren, Inc.; Greensboro (NC); On-site; USD 90,000 - 125,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, and far

401(k) retirement savings plan

Paid holidays including winter break

Job summary

Sorren, Inc. in Greensboro, NC, seeks an experienced tax professional to prepare, review, and manage individual, corporate, and partnership tax returns, while ensuring compliance and mentoring junior staff.

You will collaborate with the team to deliver accurate filings, staying current with tax laws and providing strategic planning for clients in a growth-oriented, collaborative environment.

Qualifications

• Bachelor’s degree in accounting or related field.
• CPA license or eligible.
• 5–10 years of experience in tax preparation.
• Expertise in tax laws, regulations, and compliance requirements.
• Proficiency in tax preparation software and related tools.

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

Skills

Leadership

Communication

Mentoring

Analytical thinking

Attention to detail

Education

Bachelor’s degree in accounting

CPA certification or eligibility

Tools

Tax software

Tax research tools

Job description

Sorren, Inc. in Greensboro, NC, seeks an experienced tax professional to prepare, review, and manage individual, corporate, and partnership tax returns, while ensuring compliance and mentoring junior staff.

You will collaborate with the team to deliver accurate filings, staying current with tax laws and providing strategic planning for clients in a growth-oriented, collaborative environment.