Tax Manager

About the Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. Our culture fosters collaboration, innovation, and professional growth, ensuring every team member has the support and opportunities to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

About the Role

Responsible for preparing, reviewing, and managing individual, corporate, and partnership tax returns, supporting tax compliance through accounting tasks, and addressing complex tax issues. This position requires collaboration with team members, effective communication with clients, supervising and mentoring junior staff, and maintaining deadlines while ensuring compliance with tax regulations.

Responsibilities

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
• Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
• Perform detailed reviews and provide feedback to ensure high-quality work
• Review quarterly and annual accounting procedures to support tax preparation
• Analyze organizational structures for tax impacts and ensure accurate filings
• Prepare estimated tax liabilities and provide strategic tax planning
• Supervise, train, and mentor team members, conducting regular performance reviews
• Research and document complex tax issues, presenting guidance and solutions
• Communicate tax planning solutions with clients and other professionals involved in the client relationship
• Communicate effectively with clients and team members on projects and deadlines
• Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
• Manage engagements, prioritize tasks, and meet deadlines
• Perform other duties and display 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

Requirements

• 5-10 years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Expertise in tax laws, regulations, and compliance requirements
• Ability to adapt to tax law changes and provide strategic tax planning
• Proficiency in tax preparation software and related tools
• Strong leadership, communication, and mentoring skills
• Excellent organizational skills to manage multiple priorities and meet deadlines
• High attention to detail and accuracy in financial and tax work
• Analytical skills to address and resolve complex tax issues
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

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

Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.