Tax Director
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content.
We need to parse the posting.
First, there is a firm description: "Our Firm Sorren is a top 50 national advisory firm ..." This is about the firm, could be "About the role"? Actually "About the role" is typical heading for role description. But we have "Position Summary" and "Your Impact (Essential Duties):" etc. So we can map.
We need to avoid repeating job title as heading (not given). No Job ID.
We need to remove boilerplate: cookie/navigation/legal/EEO/equal-opportunity/scam-warning, duplicated lines, application instructions. At end there is EEO statement, copyright, etc. Remove those.
We need to preserve all substantive info.
We need sections: maybe "About the role" (firm description and role summary), "Responsibilities" (Your Impact duties), "Requirements" (Your Background bullet list), "Qualifications" maybe overlapping with Requirements? Could combine. But we need to follow instruction: prefer few substantive sections over many thin ones. So we can have sections: About the role, Responsibilities, Requirements, Benefits, Pay. Possibly also Skills? But we can embed skills within Requirements.
We need to use for each section heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must not create Pay/Schedule/Benefits sections unless posting actually states them. Pay is stated: compensation ranges for CA and CO, discretionary incentive compensation. So we can include Pay section. Benefits are listed: "What We Offer*: ..." includes many benefits. So Benefits section.
Schedule: not mentioned explicitly; only "Full-time commitment and flexibility to work beyond regular hours". That's not a schedule detail like hours per week. Could be considered schedule but it's vague. The instruction says never create Pay/Schedule/Benefits sections unless posting actually states them. Schedule not explicitly stated (no specific hours, shift, etc). So we omit Schedule.
Now we need to extract content.
About the role: combine firm description and position summary? The firm description is about Sorren. Position summary: "Your Journey Our team members support the firm by delivering timely, accurate work..." Actually that seems like generic expectations. Might be part of About the role. We'll include a paragraph summarizing firm and role.
Responsibilities: list of duties under "Your Impact (Essential Duties):" which is a long paragraph with many duties separated by line breaks? It's a paragraph with sentences. We need to turn into list items. Each duty seems separated by line breaks? In the text, after colon, there are sentences separated by line breaks? Actually it's a block: "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"
We need to split into list items. Each sentence seems a duty. We'll create
- for each.
Requirements: "Your Background" list: bullet points preceded by numbers? Actually it's a paragraph with sentences separated by line breaks? It appears as a list of items each starting with a bold? Actually it's a paragraph with each requirement as a sentence separated by line breaks? Let's extract:
"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'll turn each into
- .
Benefits: list under "What We Offer*:" includes items separated by line breaks? Let's extract:
"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."
We'll make
- for each.
Pay: we have 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."
We'll put in
.
Now we need to ensure we don't include boilerplate: EEO statement, copyright, etc. Remove.
Now produce HTML fragment: start with maybe ? Not required. Just output headings and content.
We'll do:
About the role
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. 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.
But note: The "Your Journey" paragraph seems generic; we included.
Now Responsibilities:
Responsibilities
- 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
- for any list of duties/requirements/benefits. Use
for prose. We must not create Pay/Schedule/Benefits sections unless posting actually states them. Pay is stated: compensation ranges for CA and CO, discretionary incentive compensation. So we can include Pay section. Benefits are listed: "What We Offer*: ..." includes many benefits. So Benefits section. Schedule: not mentioned explicitly; only "Full-time commitment and flexibility to work beyond regular hours". That's not a schedule detail like hours per week. Could be considered schedule but it's vague. The instruction says never create Pay/Schedule/Benefits sections unless posting actually states them. Schedule not explicitly stated (no specific hours, shift, etc). So we omit Schedule. Now we need to extract content. About the role: combine firm description and position summary? The firm description is about Sorren. Position summary: "Your Journey Our team members support the firm by delivering timely, accurate work..." Actually that seems like generic expectations. Might be part of About the role. We'll include a paragraph summarizing firm and role. Responsibilities: list of duties under "Your Impact (Essential Duties):" which is a long paragraph with many duties separated by line breaks? It's a paragraph with sentences. We need to turn into list items. Each duty seems separated by line breaks? In the text, after colon, there are sentences separated by line breaks? Actually it's a block: "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" We need to split into list items. Each sentence seems a duty. We'll create
- for each. Requirements: "Your Background" list: bullet points preceded by numbers? Actually it's a paragraph with sentences separated by line breaks? It appears as a list of items each starting with a bold? Actually it's a paragraph with each requirement as a sentence separated by line breaks? Let's extract: "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'll turn each into
- .
Benefits: list under "What We Offer*:" includes items separated by line breaks? Let's extract:
"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."
We'll make
- for each.
Pay: we have 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."
We'll put in
. Now we need to ensure we don't include boilerplate: EEO statement, copyright, etc. Remove. Now produce HTML fragment: start with maybe ? Not required. Just output headings and content. We'll do:
About the role
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. 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.
But note: The "Your Journey" paragraph seems generic; we included. Now Responsibilities:Responsibilities
- 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
- for each.
Pay: we have 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."
We'll put in