Tax Director

We need to output HTML fragment with sections for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

for each heading only if content exists. No job title heading. No Job ID etc. Remove boilerplate like EEO, legal, etc. Also remove navigation, cookie, application instructions. Keep substantive info. We need to parse the posting. First paragraph: "Our Firm Sorren is a top 50 national advisory firm ..." This is about the firm, could be "About the role"? Actually "About the role" maybe includes firm description and role summary. There's also "Your Journey" describing expectations. Then "Position Summary Your Impact (Essential Duties):" then list of duties. Then "Your Background" list of requirements/qualifications. Then compensation ranges. Then "Why Choose Us?" and "What We Offer*:" list of benefits. We need sections: About the role (maybe combine firm description and role summary). Responsibilities (essential duties). Requirements (maybe "Your Background" includes experience, education, etc). Qualifications (maybe similar to requirements). Skills (maybe list of skills). Benefits (list from "What We Offer"). Pay (compensation ranges). Schedule (maybe full-time commitment and flexibility to work beyond regular hours). Also note "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" could be schedule. We must not create sections with placeholder or vague content. Must ensure each section has real specific content. Let's extract content. About the role: Could include firm description and role summary: "Our Firm Sorren 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, assurance, tax, advisory, and private client services. 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." Also "Your Journey Our 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." That seems like role expectations. Responsibilities: The list under "Your Impact (Essential Duties):" bullet points (though not bullet but sentences). We'll need to convert to

• . Each duty separate. Let's extract each duty: - Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses - Oversee and ensure the quality of the most complex tax engagements, from planning through compliance, with a focus on accuracy, efficiency, and alignment with client objectives - Serve as a primary advisor on advanced tax strategies such as M&A structuring, succession planning, entity optimization, and long-term tax minimization - Develop and lead comprehensive engagement strategies, working with internal specialists (estate, SALT, international) and external advisors (attorneys, bankers) to deliver integrated solutions - Stay ahead of evolving tax legislation and industry developments, distilling complex topics into actionable insights for clients and internal stakeholders - Act as the technical authority on key issues affecting the firm’s clients, translating regulatory change into firmwide guidance, tools, and training - Oversee compliance and reporting practices to ensure full adherence with federal, state, and local regulations while continuously seeking ways to maximize after-tax profits - Promote continuous improvement by refining tax processes, strengthening internal controls, and advancing documentation and workflow tools for scalability - Manage and develop a high-impact team, including senior managers and managers, through coaching, feedback, performance planning, and succession development - Cultivate deep and enduring client relationships, positioning the firm as a strategic partner in business and financial decision-making - Collaborate across service lines (assurance, advisory, client accounting) to offer clients holistic value and drive cross-functional opportunities - Support business development, including client pitch meetings, proposal review, pricing strategy, and expansion of services within key accounts - Represent Sorren in the marketplace, attending industry events and networking opportunities to enhance the firm’s visibility and thought leadership - Champion a culture of continuous learning, including leading firm trainings, promoting professional certifications (e.g., CPA, EA, MST), and modeling excellence in all areas of client service and leadership - Direct resource planning and allocation for the tax team, ensuring optimal productivity, utilization, and engagement profitability - 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 That's many. Requirements: "Your Background" list: - 10+ years of experience in tax preparation - CPA license or eligible - Bachelor’s degree in accounting or related field - Expert-level command of U.S. tax law across federal, state, and local jurisdictions, with the ability to interpret nuanced legislation and guide the firm and clients through complex regulatory environments - Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession - Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level - Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights - Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence - Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally - Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals - Advanced project leadership skills, with the capacity to oversee multiple large-scale engagements simultaneously, allocate resources effectively, and drive profitability - 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 We might split into Requirements (experience, education, license) and Qualifications (skills, expertise). But we can combine. However instructions: Use headings for sections like Requirements, Qualifications, Skills. We need to decide what goes where. We could treat: - About the role: firm description + role summary (Your Journey) - Responsibilities: essential duties list - Requirements: experience, education, license (10+ years, CPA, Bachelor's) - Qualifications: expert-level command, proven track record, strategic thinker, mastery of tech, leadership, communication, business development, project leadership, forward-thinking, respected advisor, commitment to learning - Skills: maybe list of specific skills like tax law, tax compliance technology, etc. But we might not need separate Skills if content overlaps. However we need to avoid thin sections. Perhaps we can combine Qualifications and Skills into one section called "Qualifications & Skills". But instruction says use headings for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It doesn't require all; we can include only those with real content. So we could have Requirements (experience, education, license) and Qualifications (the rest). Skills maybe not needed separately if we already covered in Qualifications. But we could still have Skills if we extract specific skill items: "Expert-level command of U.S. tax law", "Mastery of tax compliance and research technology", "Exceptional executive communication skills", "Business development acumen", "Advanced project leadership skills", "Forward-thinking and innovative". That's still qualifications. Better to have Requirements (experience, education, license) and Qualifications (the rest). No separate Skills. Benefits: list from "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 - Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week. Pay: compensation ranges: "California compensation range for this role is $170,000 - $250,000. Colorado compensation range for this role is $170,000 - $250,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance." Schedule: "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" (already in Requirements maybe). Could be schedule section. We must not repeat content. If we put full-time commitment in Requirements, we shouldn't also put in Schedule. But we could put schedule separately: "Full-time commitment with flexibility to work beyond regular hours to meet team deadlines." That's schedule info. We need to ensure we don't include boilerplate like EEO, legal, copyright, etc. Remove lines: "Sorren is an equal opportunity employer", "Reasonable accommodations will be made...", "© 2025 “Sorren” is the brand name..." etc. Also remove "Why Choose Us?" heading? That's not a standard heading; we can incorporate its content into Benefits or About the role? The "Why Choose Us?" paragraph: "At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that." This is more about culture/benefits; could go under About the role or Benefits. But we already have About the role covering firm culture. Could add to About the role. We must not include headings with filler. So we need to decide which sections to include. Potential sections:

  About the role

  with paragraphs about firm description, culture, and "Your Journey" and "Why Choose Us?" combined.

  Responsibilities

  with
  • list of duties.

    Requirements

    with
    • for 10+ years experience, CPA license or eligible, Bachelor's degree.

      Qualifications

      with
      • for the rest of the background list (expert-level command, proven track record, strategic thinker, mastery of tech, leadership, communication, business development, project leadership, forward-thinking, respected advisor, commitment to learning).

        Benefits

        with
        • list of benefits.

          Pay

          with