Tax Strategy Director for Complex Portfolios

Sorren, Inc.; Raleigh (NC); On-site; USD 180,000 - 260,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive health coverage

401(k) retirement plan

Paid holidays

Job summary

Sorren is seeking a senior tax leader to direct the firm’s tax function across complex client portfolios, guiding advanced planning strategies and compliance. You will lead a high-performing team, drive cross-functional collaboration, and deliver integrated solutions to maximize after-tax outcomes for diverse clients.

The role requires extensive U.S. tax knowledge, strategic thinking, and the ability to influence senior stakeholders.

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, with the ability to interpret nuanced legislation and guide the firm and clients through complex regulatory environments.
• Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession.
• Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level.
• Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights.
• Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence.
• Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally.
• Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals.
• Advanced project leadership skills, with the capacity to oversee multiple large-scale engagements simultaneously, allocate resources effectively, and drive profitability.
• Forward-thinking and innovative, consistently contributing to internal knowledge leadership, policy development, and process improvements across the tax function.
• Respected internal advisor, often consulted by peers and firm leadership on regulatory shifts, high-impact tax risks, and opportunities for service expansion.
• Commitment to continual learning and professional development, maintaining expert-level knowledge and setting the tone for excellence through teaching, mentoring, and example.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Lead the tax function’s strategic direction across complex client portfolios, including high-net-worth individuals and cross-border structures.
• Oversee quality of the most complex engagements from planning through compliance with focus on accuracy and efficiency.
• Advise on advanced tax strategies such as M&A structuring, estate planning, and entity optimization.
• Develop engagement strategies with internal/external specialists to deliver integrated solutions.
• Stay ahead of evolving tax legislation and distill topics into actionable insights for clients and the firm.

Skills

Tax leadership

Tax planning

Executive communication

Strategic thinking

Team leadership

Business development

Education

CPA license or eligible

Bachelor’s degree in accounting

Job description

Sorren is seeking a senior tax leader to direct the firm’s tax function across complex client portfolios, guiding advanced planning strategies and compliance. You will lead a high-performing team, drive cross-functional collaboration, and deliver integrated solutions to maximize after-tax outcomes for diverse clients.

The role requires extensive U.S. tax knowledge, strategic thinking, and the ability to influence senior stakeholders.