Tax Senior Manager

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

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Job summary

Sorren, a top national advisory firm, seeks a senior tax leader to oversee complex engagements for high-net-worth individuals and multi-entity clients. You will guide planning, structuring, and long-term tax minimization while coordinating with specialists and external advisors.

Role demands deep federal/state/local tax knowledge, strong leadership, and a track record of developing teams and delivering strategic client solutions. Hybrid work options and growth opportunities are offered.

Qualifications

• Bachelor’s degree in accounting or related field.
• Advanced proficiency in tax compliance software and research tools.
• Strong communication skills and client service orientation.
• CPA license or eligibility is required or anticipated.

Responsibilities

• Provide strategic leadership for the firm’s most complex tax engagements (high-net-worth, multi-entity, cross-jurisdictional).
• Advise clients on tax planning, transaction structuring, and long-term minimization strategies.
• Oversee review of highly complex returns with technical accuracy and regulatory alignment.
• Develop engagement strategies and coordinate with internal/external advisors to deliver service.
• Lead technical research on evolving tax issues and regulatory changes and share practical guidance.
• Mentor and coach managers and senior associates to develop leaders and succession planning.

Education

Bachelor's degree in accounting or related field

Tools

Tax research tools

Tax compliance software

Job description

Our FirmSorren 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 JourneyOur 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 structuresServe as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approachesOversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulationsGuide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client serviceLead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teamsAct as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developmentsDrive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalabilityCoach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planningCultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term successCollaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutionsContribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategiesRepresent the firm at industry events, conferences, and networking forums to enhance visibility and build connectionsPromote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellenceOversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax functionPerform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual performance and overall firm productivityYour Background:8+ years of experience in tax preparationCPA license or eligibleBachelor’s degree in accounting or related fieldDeep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenariosDemonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisoryAdvanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insightsProven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellenceExceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholdersStrong business acumen and ability to align tax strategy with client objectives and firm growth initiativesOutstanding organizational and project management skills to lead concurrent engagements and meet critical deadlinesHigh attention to detail combined with the ability to see the big picture and provide forward-looking tax guidanceAnalytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadershipFull-time commitment and flexibility to work beyond regular hours to meet team deadlinesCalifornia 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 employerWhy 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 offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations to mark milestones like the end of busy season and the holidaysBenefits 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.