Tax Strategy Director

Sorren; Greensboro (NC); Sur place; USD 150 000 - 230 000; Plein temps

Avantages offerts par ce poste

Generous PTO

Medical, dental, vision coverage

401(k) retirement plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm events and celebrations

Flexible hours during busy season

Résumé du poste

Sorren is a premier national advisory firm focused on delivering strategic tax solutions for high-net-worth individuals and multi-entity clients. The role leads the tax function, guiding advanced planning, compliance, and regulatory change while mentoring a high-performing team.

As a trusted advisor, you will oversee cross-border structures, collaborate with estate, SALT, and international experts, and drive continuous improvement to maximize after-tax outcomes and client value.

Qualifications

• 10+ years of experience in tax preparation.
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions.
• Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals and cross-border operations.
• Strategic thinker with strong financial acumen and ability to advise at ownership/executive level.
• Leadership in managing and scaling teams, mentoring managers and future leaders.

Responsabilités

• Lead the strategic direction and execution of the tax function across complex client portfolios.
• Oversee and ensure quality of the most complex tax engagements from planning through compliance.
• Serve as primary advisor on advanced tax strategies including M&A structuring and estate planning.
• Develop engagement strategies with internal and external specialists to deliver integrated solutions.
• Stay ahead of evolving tax legislation and translate changes into firmwide guidance and tools.
• Manage resource planning and allocation for the tax team and drive profitability.

Connaissances

High-net-worth

Multi-entity

Cross-border

M&A structuring

Formation

CPA license or eligible

Bachelor's degree in accounting

Description du poste

Sorren is a premier national advisory firm focused on delivering strategic tax solutions for high-net-worth individuals and multi-entity clients. The role leads the tax function, guiding advanced planning, compliance, and regulatory change while mentoring a high-performing team.

As a trusted advisor, you will oversee cross-border structures, collaborate with estate, SALT, and international experts, and drive continuous improvement to maximize after-tax outcomes and client value.