Tax Manager: Lead Complex Returns & Client Strategy

Sorren, Inc.; Colorado Springs (CO); On-site; USD 107,000 - 150,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision insurance

401(k) plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Team events

End-of-busy-season celebrations

Job summary

Sorren, Inc. seeks an experienced tax professional to lead complex individual, corporate, and partnership returns. You will strengthen client relationships, provide strategic tax planning, and guide team members through review and mentoring.

The role requires CPA eligibility, 5–10 years of tax prep experience, and strong knowledge of tax laws. Full-time position with competitive compensation in Colorado.

Qualifications

• 5–10 years of experience in tax preparation.
• CPA license or eligibility.
• Bachelor's degree in accounting or related field.
• Expertise in tax laws, regulations and compliance.

Responsibilities

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed.
• Foster and develop meaningful client relationships; address tax issues and coordinate related filings.
• Perform detailed reviews and provide feedback to ensure high-quality work.
• Review accounting procedures to support tax preparation.
• Analyze organizational structures for tax impacts and filings.
• Prepare estimated tax liabilities and provide strategic planning.
• Supervise, train, and mentor team members; conduct performance reviews.
• Research and document complex tax issues; present guidance and solutions.
• Communicate tax planning solutions with clients and professionals involved.
• Meet deadlines and manage engagements with prioritization.
• Stay updated on tax laws and best practices.

Skills

Leadership

Communication

Mentoring

Organizational skills

Attention to detail

Analytical skills

Client relationship

Education

Bachelor's degree in accounting

CPA license or eligible

Tools

Tax software

Job description

Sorren, Inc. seeks an experienced tax professional to lead complex individual, corporate, and partnership returns. You will strengthen client relationships, provide strategic tax planning, and guide team members through review and mentoring.

The role requires CPA eligibility, 5–10 years of tax prep experience, and strong knowledge of tax laws. Full-time position with competitive compensation in Colorado.