Tax Senior Manager

Sorren; Meridian (ID); On-site; USD 135,000 - 180,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship programs

CPA exam support

Team events

Job summary

Sorren is seeking a senior tax leader to oversee the firm’s most complex tax engagements for high‑net‑worth individuals and multi‑entity structures in the United States. You will guide planning strategies, convey technical insights, and ensure compliance across federal, state, and local regulations.

You will manage engagement execution, mentor staff, and collaborate with assurance, advisory, and client accounting teams to deliver integrated solutions.

Qualifications

• 8+ years of experience in tax preparation or advisory.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Deep expertise in federal, state, and local tax laws with ability to apply to diverse client scenarios.
• Proven success in strategic tax planning, including entity structuring and succession planning.
• Advanced proficiency with tax research tools and software.

Responsibilities

• Provide strategic leadership for the firm’s complex tax engagements.
• Advise clients on tax planning strategies and transaction structuring.
• Oversee review of highly complex tax returns for accuracy and compliance.
• Lead development and execution of engagement strategies with internal and external teams.
• Conduct technical research on complex tax issues and evolving regulations.
• Mentor and develop managers and senior associates.
• Drive continuous improvement in tax processes and quality control.
• Foster deep client relationships and cross-service collaboration.

Skills

Leadership

Communication

Analytical thinking

Project management

Education

Bachelor's degree in accounting

CPA license or eligible

Tools

Tax research tools

Tax software

Job description

Company Overview

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human‑first approach. We work with numbers and people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

Position Summary

• 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.

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, 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.

Compensation

California compensation range: $135,000–$180,000. Colorado compensation range: $135,000–$180,000. Actual compensation is influenced by a variety of factors including skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Benefits

• Generous paid time off.
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance.
• 401(k) retirement savings plan.
• Paid holidays, including a firm‑wide winter break (December24–January1).
• 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.

Equal Opportunity Employment

Sorren 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, in accordance with applicable federal, state or local law. Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job.

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.