Tax Manager: Lead Complex Returns & Client Advisory

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

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.