Tax Operations & Administrative Specialist

Sorren, Inc.; Madison (WI); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays including winter break

Parental leave

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. is seeking a Tax Administrator in Madison, WI to provide essential administrative support to service lines and leadership.

The role involves calendar management, meeting coordination, and assistance with department events and deadlines, ensuring smooth day-to-day operations. The ideal candidate will have an associate degree or equivalent experience, strong communication skills, and proficiency with Microsoft Office.

Qualifications

• Associate’s degree preferred; equivalent experience considered.
• Professional services or accounting firm experience strongly preferred.
• Highly organized, detail-oriented, and proactive.
• Strong written and verbal communication skills.

Responsibilities

• Provide administrative support to service line leaders and team members to ensure smooth day-to-day operations.
• Manage calendars, coordinate meetings, and assist with planning of department events, trainings, and key deadlines.
• Prepare, proofread, and format correspondence, reports, and client deliverables.
• Assist with time entry review, billing preparation, and project tracking to support accurate and timely client service.
• Maintain department records, files, and systems in alignment with firm policies and confidentiality standards.
• Assist with client relationship management, including maintaining contact information and CRM data.
• Collaborate with firmwide administrative and operations teams to share best practices and ensure consistency across departments.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

Skills

Communication

Organization

Attention to detail

Prioritization

Education

Associate degree in business administration or related field

Tools

Microsoft Office Suite

CCH Axcess

Job description

Sorren, Inc. is seeking a Tax Administrator in Madison, WI to provide essential administrative support to service lines and leadership.

The role involves calendar management, meeting coordination, and assistance with department events and deadlines, ensuring smooth day-to-day operations. The ideal candidate will have an associate degree or equivalent experience, strong communication skills, and proficiency with Microsoft Office.