Tax Director

We need to output HTML fragment with sections: headings

for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Use

• for any list of duties/requirements/benefits, and

  for prose. Do NOT repeat job title as heading. Do NOT put Job ID/requisition numbers as headings. Remove boilerplate, navigation, legal, EEO, equal-opportunity, scam-warning, duplicated lines, application instructions. Preserve all substantive info. Include a section only when posting has real specific content. Avoid filler like "commensurate with experience". Pay and Schedule sections only if posting actually states them. Benefits section only if posting actually states them. We need to parse the posting. Content: - Intro paragraph about firm: "Our Firm Sorren is a top 50 national advisory firm..." etc. That's about the firm, could be "About the role"? Actually "About the role" is typical heading for description of role. But we have "Position Summary" and "Your Impact (Essential Duties):". Also "Your Background". Also "Why Choose Us?" and "What We Offer*". Also compensation ranges. We need to decide sections: Could have "About the role" (maybe combine firm description and position summary). "Responsibilities" (Your Impact). "Requirements" or "Qualifications" (Your Background). "Skills" maybe not separate; but we could include skills within qualifications. "Benefits" (What We Offer). "Pay" (compensation ranges). "Schedule" maybe not present (no explicit schedule info besides full-time commitment). The posting says "Full-time commitment and flexibility to work beyond regular hours". That's schedule info: full-time, possibly flexible hours. Could include Schedule section. We must not create sections with filler. If we have schedule info, we can include Schedule section with that info. We must not repeat job title as heading. No job title given explicitly; we can ignore. We must not include boilerplate like "Sorren is an equal opportunity employer", "Reasonable accommodations...", "© 2025 ...", etc. Remove those. Also remove duplicated lines. We need to preserve all substantive information. Let's extract substantive content. Intro about firm: "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." That's substantive. Then "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's also about expectations; could be part of About the role or Responsibilities? Might be considered part of role expectations. We'll incorporate maybe under "About the role" or "Responsibilities". But we have separate "Your Impact (Essential Duties):" which is a list of duties. We need to use

  • for any list of duties/requirements/benefits. Thus "Your Impact (Essential Duties):" is a list; we should output as
    • items. Similarly "Your Background" includes a list of requirements (starting with "10+ years of experience..."). Also "What We Offer*" is a list of benefits. 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." That's pay info. Schedule: "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines". That's schedule. Now we need to decide headings. Potential sections: - About the role (firm description + position summary + your journey maybe) - Responsibilities (Your Impact) - Requirements (Your Background) maybe also Qualifications. - Benefits (What We Offer) - Pay (compensation) - Schedule (full-time commitment) We should avoid thin sections; but we have decent content for each. We must not include heading if content is just filler like "commensurate with experience". Not the case. Now we need to output only HTML fragment, no /, no markdown fences. We'll produce something like:

      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 we might combine into one paragraph; but it's okay. Then 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 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
      Now Requirements/Qualifications: We have "Your Background" list. Let's output as Requirements.

      Requirements

      • 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
      Note: The last item about full-time commitment could also go to Schedule; but we already have it in Requirements. Might duplicate. Better to move schedule to its own section and remove from Requirements. Let's keep schedule separate. Thus Requirements list excludes the full-time commitment line. Now Benefits:

      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)
      • M