Tax Supervisor - Lead, Mentor & Strategic Planning

Sorren, Inc.; Fresno (CA); On-site; USD 90,000 - 130,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision coverage

401(k) retirement plan

Paid holidays (including winter break)

Job summary

Sorren, Inc. seeks an experienced tax professional to lead complex individual, corporate, and partnership returns. You will foster client relationships, review work quality, and guide a tax team to deliver accurate filings and strategic planning.

Ideal candidates have 5–10 years in tax, CPA eligibility, and strong leadership and mentoring skills, with fluency in tax software and regulatory updates. This is a full-time on-site opportunity in Fresno, CA, with growth and professional development

Qualifications

• 5-10 years of experience in tax preparation.
• CPA license or eligible.
• Bachelor's degree in accounting or related field.
• Expertise in 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.
• Strong leadership, communication, and mentoring skills.
• Excellent organizational skills to manage multiple priorities and meet deadlines.
• High attention to detail and accuracy in financial and tax work.
• Analytical skills to address and resolve complex tax issues.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed.
• Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings.
• Perform detailed reviews and provide feedback to ensure high-quality work.
• Review quarterly and annual accounting procedures to support tax preparation.
• Analyze organizational structures for tax impacts and ensure accurate filings.
• Prepare estimated tax liabilities and provide strategic tax planning.
• Supervise, train, and mentor team members, conducting regular performance reviews.
• Research and document complex tax issues, presenting guidance and solutions.
• Communicate tax planning solutions with clients and other professionals involved in the client relationship.
• Communicate effectively with clients and team members on projects and deadlines.
• Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices.
• Manage engagements, prioritize tasks, and meet deadlines.
• Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Skills

Tax planning

Leadership

Communication

Mentoring

Analytical skills

Client relationships

Tax preparation

Education

Bachelor's degree in accounting

CPA license or eligible

Tools

Tax software proficiency

Job description

Sorren, Inc. seeks an experienced tax professional to lead complex individual, corporate, and partnership returns. You will foster client relationships, review work quality, and guide a tax team to deliver accurate filings and strategic planning.

Ideal candidates have 5–10 years in tax, CPA eligibility, and strong leadership and mentoring skills, with fluency in tax software and regulatory updates. This is a full-time on-site opportunity in Fresno, CA, with growth and professional development