Tax Senior Manager

Join to apply for the Tax Senior Manager role at Sorren.Our FirmSorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.Your JourneyOur team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.Position SummaryYour Impact (Essential Duties):Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structuresServe as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approachesOversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulationsGuide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client serviceLead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teamsAct as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developmentsDrive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalabilityCoach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planningCultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term successCollaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutionsContribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategiesRepresent the firm at industry events, conferences, and networking forums to enhance visibility and build connectionsPromote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellenceOversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax functionPerform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual performance and overall firm productivityYour Background8+ years of experience in tax preparationCPA license or eligibleBachelor’s degree in accounting or related fieldDeep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenariosDemonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisoryAdvanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insightsProven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellenceExceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholdersStrong business acumen and ability to align tax strategy with client objectives and firm growth initiativesOutstanding organizational and project management skills to lead concurrent engagements and meet critical deadlinesHigh attention to detail combined with the ability to see the big picture and provide forward-looking tax guidanceAnalytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadershipFull-time commitment and flexibility to work beyond regular hours to meet team deadlinesWhy Choose Us?We are invested in your career and are dedicated to helping you climb the ranks. While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.Our Benefits IncludePaid time offMedical, dental, vision, std/ltd, and life insurance401(k) planPaid holidaysHoliday break from December 24-January 1Paid Parental Leave after 1 year of serviceMentorship programSpontaneous activities organized by the firmEnd of busy season celebrations and holiday partiesJob DetailsSeniority level: Mid-Senior levelEmployment type: Full-timeJob function: Accounting/Auditing and FinanceIndustries: AccountingWe’re unlocking community knowledge in a new way. Experts add insights directly into each article, started with the help of AI. #J-18808-Ljbffr

Created: 2025-09-17