Tax Senior Associate

Sorren; Santa Rosa (CA); On-site; USD 72,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, and vision coverage

Life and disability insurance

401(k) retirement plan

Winter holidays

Job summary

Sorren seeks a tax professional with 3-5 years of experience to join our California team. You will prepare and review tax returns for individuals, partnerships, and entities, and support quarterly and annual tax filings.

The ideal candidate holds a CPA license or is eligible, has strong knowledge of tax laws, and can mentor junior staff while meeting deadlines. We offer comprehensive benefits and a growth‑oriented culture in a collaborative firm.

Qualifications

• 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

Responsibilities

• 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 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

Skills

Tax preparation

Verbal & written communication

Analytical thinking

Leadership & mentoring

Attention to detail

Time management

Education

CPA license or eligible

Bachelor’s degree in accounting or related field

Tools

Tax software

Accounting tools

Job description

Our Firm Sorren

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

• 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

California compensation range for this role is $72,000 - $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

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.

© 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.

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.