Tax Senior Associate

Sorren, Inc.; Chicago (IL); On-site; USD 75,000 - 105,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical, dental, vision

Job summary

Sorren, Inc. is seeking a Tax Senior in Chicago to prepare and review individual, corporate, and consolidated returns. You will perform tax planning, supervise junior staff, and ensure timely, compliant filings for a diverse client base.

The role requires 3–5 years in tax, a CPA or eligible status, and a strong grasp of tax regulations. This full-time, on-site position emphasizes client service, accuracy, and ongoing professional growth.

Qualifications

• 3-5 years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.

Responsibilities

• Prepare and review individual, corporate, partnership, and consolidated tax returns.
• Review associates’ and interns’ tax returns, providing feedback.
• Perform and review quarterly and annual accounting procedures for tax purposes.
• Lead and mentor junior staff to ensure accuracy and growth.

Skills

Attention to detail

Verbal and written communication

Analytical thinking

Leadership and mentoring

Time management

Client communication

Education

Bachelor's degree in accounting

CPA license or eligible

Tools

Tax software

Accounting tools

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 and reviewing individual, corporate, and consolidated tax returns, performing tax planning, and addressing complex tax issues. This position involves supervising and training junior staff, ensuring compliance with tax regulations, managing deadlines, and maintaining effective communication with clients to understand their financial needs and tax liabilities.

Your Impact (Essential Duties)

• Prepare and review individual, corporate, partnership, and consolidated tax returns
• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
• Identify organizational structures and related entities for tax implications and big‑picture impacts
• Ensure accurate and complete data for filings, identifying and communicating missing information
• Calculate quarterly and annual estimated tax liabilities accurately
• Conduct tax planning to identify opportunities for improvement and added value for clients
• Research and resolve complex tax issues, providing guidance and recommendations
• Communicate effectively with team members and clients, providing updates and addressing questions
• Supervise, train, and mentor associates and interns to enhance team performance and skill development
• Contribute to team efforts by assisting with projects and engaging in collaborative problem‑solving
• Stay updated on tax laws and best practices through ongoing training and independent learning
• Manage engagements efficiently, meeting deadlines, particularly during high‑demand periods
• 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

• 3-5 years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• In-depth understanding of tax laws, regulations, and compliance requirements
• Proficiency in tax preparation software and accounting tools
• Excellent attention to detail and accuracy in calculations and document reviews
• Strong verbal and written communication skills to effectively interact with clients and team members
• Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
• Analytical skills to solve complex tax issues and understand broader financial implications
• Leadership and mentoring abilities to supervise and develop junior staff
• 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.

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.

Third‑Party Resume Submission Policy Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.\'s Talent Attraction team, to submit candidates for review via our applicant tracking system.

© 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.