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Tax Manager
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Job Description
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 Summary:
Your Impact (Essential Duties):Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as neededFoster and develop meaningful client relationships, addressing tax issues and coordinating related entity filingsPerform detailed reviews and provide feedback to ensure high-quality workReview quarterly and annual accounting procedures to support tax preparationAnalyze organizational structures for tax impacts and ensure accurate filingsPrepare estimated tax liabilities and provide strategic tax planningSupervise, train, and mentor team members, conducting regular performance reviewsResearch and document complex tax issues, presenting guidance and solutionsCommunicate tax planning solutions with clients and other professionals involved in the client relationshipCommunicate effectively with clients and team members on projects and deadlinesContribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practicesManage engagements, prioritize tasks, and meet deadlinesPerform 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 productivityYour Background:5-10 years of experience in tax preparationCPA license or eligibleBachelor’s degree in accounting or related fieldExpertise in tax laws, regulations, and compliance requirementsAbility to adapt to tax law changes and provide strategic tax planningProficiency in tax preparation software and related toolsStrong leadership, communication, and mentoring skillsExcellent organizational skills to manage multiple priorities and meet deadlinesHigh attention to detail and accuracy in financial and tax workAnalytical skills to address and resolve complex tax issuesFull-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why 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 include:
- Paid time off
- Medical, dental, vision, std/ltd, and life insurance
- 401(k) plan
- Paid holidays
- Holiday break from December 24-January 1
- Paid Parental Leave after 1 year of service
- Mentorship program
- Spontaneous activities organized by the firm
- End of busy season celebrations and holiday parties
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