Tax Strategy Director for Complex, High-Impact Portfolios

Sorren, Inc.; Bend (OR); On-site; USD 170,000 - 250,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive medical coverage

401(k) retirement plan

Paid holidays

Mentorship programs

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. is seeking a Senior Tax Leader in Bend, OR to drive the strategic direction of the tax function for high-net-worth clients, multi-entity groups, and cross-border operations.

You will guide complex engagements from planning to compliance and collaborate with estate, SALT, international teams and external advisors. The role requires a CPA or eligible candidate with 10+ years of tax experience, strong leadership, and exceptional communication to influence C-suite partners and expand

Qualifications

• 10+ years of experience in tax preparation.
• CPA license or eligible.
• Bachelor’s degree in accounting or related field.
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions.

Responsibilities

• Lead the strategic vision 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 and lead engagement strategies with internal and external specialists to deliver integrated solutions.
• Stay ahead of evolving tax legislation and distill complex topics into actionable client insights.
• Direct resource planning and allocation for the tax team to maximize profitability.

Skills

Strategic leadership

Executive communication

Team development

Business development

Cross-functional collaboration

Tax planning & strategy

Client relationship management

Project leadership

Regulatory knowledge

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

Job description

Sorren, Inc. is seeking a Senior Tax Leader in Bend, OR to drive the strategic direction of the tax function for high-net-worth clients, multi-entity groups, and cross-border operations.

You will guide complex engagements from planning to compliance and collaborate with estate, SALT, international teams and external advisors. The role requires a CPA or eligible candidate with 10+ years of tax experience, strong leadership, and exceptional communication to influence C-suite partners and expand