Tax Senior Manager

Sorren; Coeur d'Alene (ID); On-site; USD 120,000 - 170,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, vision coverage

401(k) retirement plan

Parental leave

CPA exam support

Firm-sponsored events

Job summary

Sorren seeks a seasoned tax leader to guide complex engagements for high-net-worth individuals and multi-entity clients from our Idaho office. You will oversee preparation reviews, provide strategic planning, and mentor a multi-level team to deliver precise, compliant results.

Ideal candidates bring 8+ years in tax, a CPA or eligibility, and deep knowledge of federal, state, and local taxes. This full-time role offers growth, collaboration, and client-focused impact.

Qualifications

• 8+ years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Deep expertise in federal, state, and local tax laws.
• Experience in strategic tax planning, entity structuring, and succession planning.
• Proficient in tax software and research tools.
• Proven ability to lead multi‑level teams and promote technical growth.
• Excellent communication skills and strong business acumen.
• Full-time commitment with flexibility to work beyond hours.

Responsibilities

• Provide strategic leadership for the firm’s most complex tax engagements.
• Advise clients on tax planning, structuring, and long-term minimization strategies.
• Oversee review of highly complex returns ensuring accuracy and compliance.
• Coordinate engagement strategies with internal and external specialists.
• Lead technical research on evolving tax matters for practical guidance.
• Drive continuous improvement in tax processes and quality control.
• Coach managers and senior associates through performance reviews.
• Cultivate deep client relationships and participate in business development.
• Represent the firm at industry events and trainings.

Skills

Leadership & mentoring

Communication skills

Attention to detail

Analytical mindset

Project management

Relationship building

Education

CPA license or eligible

Bachelor’s degree in accounting or related field

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.

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

Your Impact (Essential Duties):

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
• Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
• Collaborate across service lines—such as assurance, advisory, and client accounting to provide integrated, value-added solutions
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
• 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

• 8+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
• Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
• High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
• Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $135,000 - $180,000.

Colorado compensation range for this role is $135,000 - $180,000.

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.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer

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.