Tax Senior Associate: Growth, Mentorship & Impact

Sorren, Inc.; Boise (ID); On-site; USD 70,000 - 100,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays (including winter break)

Parental leave

Job summary

Sorren, Inc. is seeking an experienced tax professional to prepare and review tax returns for individuals and entities, while guiding junior staff and ensuring compliance.

The role emphasizes accuracy, timely delivery, and collaborative client service in a full-time capacity. The ideal candidate has 3–5 years in tax, a CPA license or eligibility, and a strong grasp of tax laws with a commitment to professional growth and client-focused service.

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 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.

Skills

Tax knowledge

Attention to detail

Communication

Analytical skills

Leadership

Time management

Mentoring

Problem solving

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Tools

Tax preparation software

Job description

Sorren, Inc. is seeking an experienced tax professional to prepare and review tax returns for individuals and entities, while guiding junior staff and ensuring compliance.

The role emphasizes accuracy, timely delivery, and collaborative client service in a full-time capacity. The ideal candidate has 3–5 years in tax, a CPA license or eligibility, and a strong grasp of tax laws with a commitment to professional growth and client-focused service.