Tax Director
Sorren · Meridian, ID · 1 mo ago
Hybrid$170k–$250k/yrFull-time
We need to output HTML fragment with sections using .
Requirements: maybe "10+ years of experience in tax preparation CPA license or eligible Bachelor’s degree in accounting or related field". That's three items.
Qualifications: maybe "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."
That's many qualifications.
Skills: maybe overlapping but we could treat some as skills: communication, business development, project leadership, etc. But we already have many in qualifications. To avoid duplication, maybe we just have Requirements and Qualifications, and skip Skills. But the instruction says we can include Skills section if posting has real specific content. It does have skills like communication, business development, project leadership. However they are already in qualifications. Could still separate but risk duplication. Better to follow instruction: prefer few substantive sections over many thin ones. So we can combine Requirements and Qualifications into one section maybe "Requirements". But we have headings list; we can choose to include only those with content. Could do About the role, Responsibilities, Requirements (combining experience, qualifications, skills), Benefits, Pay, Schedule.
Thus we avoid Skills section.
Let's craft.
About the role: include firm description paragraph.
Responsibilities: list each duty as . Need to capture all duties from "Your Impact (Essential Duties):" until "Your Background". Let's extract sentences:
- 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
Note: "Perform other duties and displays flexibility" maybe grammar but keep.
Now Requirements: combine experience, CPA, degree, plus maybe other qualifications? But we already have many qualifications. Let's decide to put all background items under Requirements (including experience, CPA, degree, expert-level command, proven track record, etc.) That will be a long list but okay.
But we might split into Requirements and Qualifications to avoid huge list. However instruction: prefer few substantive sections over many thin ones. Having one large Requirements section is fine.
Thus Requirements: list all items from "Your Background" bullet list (the numbered list). Let's extract each line:
1. 10+ years of experience in tax preparation
2. CPA license or eligible
3. Bachelor’s degree in accounting or related field
4. 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
5. 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
6. Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level
7. Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights
8. Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence
9. Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally
10. Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals
11. Advanced project leadership skills, with the capacity to oversee multiple large-scale engagements simultaneously, allocate resources effectively, and drive profitability
12. Forward-thinking and innovative, consistently contributing to internal knowledge leadership, policy development, and process improvements across the tax function
13. Respected internal advisor, often consulted by peers and firm leadership on regulatory shifts, high-impact tax risks, and opportunities for service expansion
14. Commitment to continual learning and professional development, maintaining expert-level knowledge and setting the tone for excellence through teaching, mentoring, and example.
Now Benefits: list from "What We Offer*:" bullet points.
- 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.
Also earlier "Why Choose Us?" paragraph could be included as prose before list.
Pay: include compensation ranges and discretionary incentive.
Schedule: "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines."
Now produce HTML.
We need
for headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections where posting has real specific content. We must not repeat job title as heading. No Job ID etc. Remove boilerplate. Must preserve all substantive info. We need to parse the posting. First paragraph: "Our Firm Sorren is a top 50 national advisory firm..." That's about the firm, could be "About the role"? Actually "About the role" maybe includes firm description. Could be "About the role" heading. Then "Your Journey Our team members support the firm..." That's about expectations? Might be part of responsibilities? Might be "Responsibilities"? Actually it's about team members expectations: deliver timely work, take ownership, etc. Could be part of responsibilities. Then "Position Summary Your Impact (Essential Duties):" then list of duties. That's responsibilities. Then "Your Background" list of requirements/qualifications/skills. That's qualifications. Then "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines 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. Then "Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer" That's EEO boilerplate, remove. Then "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally..." That's benefits description. Then bullet list under "What We Offer*:" includes benefits. Thus we have sections: About the role (firm description), Responsibilities (essential duties), Requirements (maybe combine background?), Qualifications (maybe same as requirements), Skills (maybe part of background), Benefits, Pay. Schedule? Not mentioned except full-time commitment and flexibility to work beyond regular hours. That could be schedule: full-time, flexible hours beyond regular. Could include schedule section. We must not create sections with filler like "not specified". So schedule we have content: "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines". That's specific enough. Now we need to decide headings: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We need to avoid duplication. The "Your Background" includes many items: experience, CPA, degree, expertise, etc. Could split into Requirements (experience, license, degree) and Qualifications (expert-level command, proven track record, etc.) and Skills (communication, business development, project leadership, etc.). But we must not invent sections if content is thin. However we have enough content to split. We need to preserve all substantive info; not lose any. Let's extract content. About the role: first paragraph about Sorren firm. Responsibilities: list under "Your Impact (Essential Duties):" bullet points (though not formatted as bullet but sentences). We'll convert each sentence to
for each section heading. Inside each section, use
for prose,
- for lists.
We must not include any extra markup like or . Just fragment.
Let's craft.
Section About the role:
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