Director, State & Local Tax

About the role

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. The firm delivers strategic solutions in accounting, assurance, tax, advisory, and private client services, fostering a culture of collaboration, innovation, and professional growth. This position serves as the firm's technical leader for State & Local Tax (SALT) matters, advising clients on multistate tax planning, compliance, and controversy issues while leading complex engagements and driving practice development.

Responsibilities

• Serve as the firm's technical leader for State & Local Tax (SALT) matters, advising clients on multistate tax planning, compliance, and controversy issues
• Provide strategic consulting related to income and franchise tax, sales and use tax, gross receipts tax, property tax, credits and incentives, and nexus determinations
• Lead complex SALT engagements including nexus studies, voluntary disclosure agreements (VDAs), taxability analyses, state tax audits, refund opportunities, and multistate planning projects
• Advise clients on the state and local tax implications of mergers, acquisitions, restructurings, and business expansions
• Monitor legislative, regulatory, and judicial developments across state and local jurisdictions and communicate impacts to clients and internal teams
• Collaborate with federal tax, international tax, transaction advisory, advisory, and assurance professionals to deliver integrated tax solutions
• Build trusted advisor relationships with CFOs, controllers, tax directors, and business owners
• Review technical research, client deliverables, and complex SALT memoranda for quality and accuracy
• Mentor, develop, and coach managers, senior associates, and associates
• Support business development through networking, proposals, client expansion, and thought leadership
• Drive practice development initiatives, internal training, and process improvements
• Manage engagement budgets, staffing, timelines, profitability, and client satisfaction
• Meet annual billable hour and business development expectations

Requirements

• 10+ years of experience in tax preparation, with at least 5 years in a leadership capacity and significant specialization in State & Local Tax
• CPA license (an exception to the CPA designation will be considered if the candidate practices in a recognized specialty area and holds an equivalent or applicable professional designation demonstrating expertise relevant to the firm's services and strategic goals)
• Bachelor's degree in accounting or a related field
• Deep expertise in multistate income/franchise tax, sales and use tax, nexus, apportionment, tax controversy, and state tax planning
• Experience advising middle-market and closely held businesses across multiple industries
• Strong knowledge of state tax laws, regulations, and legislative developments
• Experience managing complex client engagements from planning through implementation
• Ability to identify tax savings opportunities and deliver strategic consulting beyond compliance
• Excellent research, analytical, communication, and leadership skills
• Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence
• Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals
• 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

Benefits

• Generous paid time off
• Comprehensive medical, dental, and vision coverage, plus life and disability insurance
• 401(k) retirement savings plan
• Paid holidays, including a firmwide winter break (December 24 – January 1)
• Paid parental leave (available after one year of service)
• Mentorship and career development programs
• CPA exam support to help you succeed on the path to licensure
• Firm-sponsored events and spontaneous team activities
• Celebrations to mark milestones like the end of busy season and the holidays

Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.