Tax Senior Manager

Sorren, Inc.; Madison (WI); On-site; USD 140,000 - 210,000; Full time

Job summary

Sorren, Inc. in Madison, WI seeks a Tax Senior Manager to lead complex federal, state, and local tax engagements for high-net-worth individuals and multi-entity clients.

You will mentor managers and senior associates, develop engagement strategies, and ensure compliance while identifying planning opportunities and cross-service collaboration across assurance, advisory, and client accounting. This role requires strong communication, project management, and the ability to translate complex

Qualifications

• 8+ years of experience in tax preparation and planning.
• CPA license or eligibility required.
• Strong knowledge of federal, state and local tax laws.
• Experience leading multi-level teams and complex engagements.

Responsibilities

• Provide strategic leadership and oversight for complex tax engagements.
• Advise clients on tax planning, transaction structuring and succession planning.
• Review highly complex returns ensuring accuracy and compliance.
• Develop engagement strategies and coordinate with internal/external experts.
• Lead tax research and translate findings into practical guidance.
• Mentor managers and senior associates; lead performance development.
• Build deep client relationships and collaborate across service lines.

Skills

Tax expertise

Leadership

Communication

Analytical thinking

Strategic planning

Client management

Education

Bachelor's degree in accounting or related field

CPA license or eligible

Tools

Tax compliance software

Tax research tools

Job description

## Tax Senior ManagerApplyremote type: Officelocations: Madison, WItime type: Full timeposted on: Posted Yesterdayjob requisition id: JR100551**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 deadlinesReasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the jobSorren is an equal opportunity employer