Senior Tax Manager (Estate, Trust, Gift)

About the role

Your Impact (Essential Duties): Provide strategic leadership and oversight for the firm’s most complex tax engagements. Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches. Maintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and wills. Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials.

Responsibilities

• Provide strategic leadership and oversight for the firm’s most complex tax engagements.
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches.
• Maintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and wills.
• Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials.
• Lead the intake of new estates and assist clients with estate administration issues.
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations.
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service.
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success.
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions.
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies.
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections.
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence.
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Requirements

• 8+ years of experience in tax preparation.
• CPA license, JD, or LLM in Taxation.
• Bachelor’s degree in accounting or related field.
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios.
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory.
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights.
• Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence.
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders.
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives.
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines.
• High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance.
• An analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership.

Qualifications

• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Skills

• Strategic leadership and oversight.
• Tax planning and transaction structuring.
• Estate planning document interpretation.
• Complex tax return preparation and review.
• Client relationship management.
• Engagement strategy development.
• Collaborative problem-solving.
• Business development and client pitch preparation.
• Industry event representation.
• Continuous learning and training facilitation.
• Resource allocation and engagement planning.
• Billable hour and productivity management.

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.

Pay

Pay range for CO applicants: $145,000 - $175,000 per year.

Schedule

Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Why Choose Us?

• Invested in your growth—both personally and professionally.
• Support for career advancement and personal well-being.
• Flexible work arrangements to achieve a healthy balance between work and life.
• Comprehensive benefits package including paid time off, health insurance, retirement plans, and more.
• Opportunities for professional development and leadership.
• Collaborative and supportive work environment.
• Challenging and rewarding work with a focus on client success and firm growth.

What We Offer

• 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.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.