Tax Supervisor: Lead Complex Returns & Client Strategy

Sorren, Inc.; Saint Petersburg (FL); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement plan

Paid holidays including winter break

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Team celebrations

Job summary

Sorren, Inc. in Saint Petersburg, FL is seeking an experienced tax professional to prepare, review, and supervise complex tax returns for individuals, corporations, and partnerships. The role emphasizes collaboration with clients and team members to deliver accurate tax solutions.

You will mentor junior staff, ensure deadlines, and stay current with tax laws. A CPA or EA candidate and 4–6 years of tax experience are preferred.

Qualifications

• 4-6 years of experience in tax preparation.
• CPA or EA license or eligible.
• Bachelor’s degree in accounting or related field.
• Strong understanding of tax laws, regulations, and compliance requirements.
• Ability to adapt to tax law changes and provide strategic tax planning.
• Proficiency in tax preparation software and related tools.
• Developing leadership, communication, and mentoring skills.
• Excellent organizational skills and attention to detail.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Prepare and review complex individual, corporate, and partnership tax returns.
• Supervise, train, and mentor team members; conduct regular performance reviews.
• Research and document complex tax issues, presenting guidance and solutions to clients and team.
• Communicate tax planning solutions with clients and other professionals involved in the client relationship.
• Meet deadlines and ensure compliance with tax regulations across engagements.
• Analyze organizational structures for tax impacts and ensure accurate filings.
• Contribute to team efforts and stay updated on tax laws and best practices.

Skills

Tax return preparation

Leadership/mentoring

Client communication

Analytical skills

Proficiency in tax software

Attention to detail

Time management

CPA/EA eligible

Team collaboration

Education

Bachelor's degree in accounting or related field

CPA or EA license or eligible

Tools

Lacerte

ProSystem fx

Intuit ProConnect

Job description

Sorren, Inc. in Saint Petersburg, FL is seeking an experienced tax professional to prepare, review, and supervise complex tax returns for individuals, corporations, and partnerships. The role emphasizes collaboration with clients and team members to deliver accurate tax solutions.

You will mentor junior staff, ensure deadlines, and stay current with tax laws. A CPA or EA candidate and 4–6 years of tax experience are preferred.