Tax Manager
Responsibilities
with list of duties. - Requirements/Qualifications/Skills: The "Your Background" includes experience, CPA, degree, expertise, adaptability, proficiency, leadership, communication, mentoring, organizational skills, attention to detail, analytical skills, full-time commitment, flexibility. Could be split into Requirements (experience, license, degree) and Skills (leadership, communication, etc). But we can combine into one section "Requirements" with list. - Benefits: "What We Offer*" list includes many items. So Benefits section. - Pay: The posting includes compensation ranges for California and Colorado, plus note about actual compensation influenced by factors, discretionary incentive compensation. So we have Pay info. - Schedule: Not explicitly mentioned except "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines." That's schedule info: full-time, possibly overtime. Could be considered schedule. We'll include Schedule section with that statement. - About the role: Could be a brief paragraph about the firm and role purpose. The "Our Firm Sorren..." and "Your Journey..." maybe qualifies as About the role. We'll include About the role section with paragraphs summarizing firm and role. We must not repeat job title as heading. No Job ID etc. Remove boilerplate: EEO, equal opportunity, legal, etc. Also remove "Why Choose Us?" heading? That's similar to Benefits but we already have Benefits. The "Why Choose Us?" includes some narrative about growth, balance. Could be part of About the role or separate but we can incorporate into About the role. We must not create sections with filler like "commensurate with experience". We have actual content. We need to use for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we should not omit details, but we can reformat. Likely we should keep the exact sentences but can be in list items.
We need to include all duties listed under "Your Impact (Essential Duties):". Let's extract them:
- 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 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 keep each as list item.
Now "Your Background" details:
- 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
We could split into Requirements (experience, license, degree) and Skills (the rest). But we can also put all in Requirements section as list. However they said prefer a few substantive sections over many thin ones. Could combine into Requirements and Skills? But we have separate headings allowed: Requirements, Qualifications, Skills. We could use Requirements for experience, license, degree; Qualifications for expertise, adaptability, proficiency; Skills for leadership, communication, etc. But we need to avoid thin sections. Maybe better to have Requirements (experience, license, degree) and Skills (the rest). Qualifications could be omitted if not needed. But we have "Expertise in tax laws, regulations, and compliance requirements" maybe qualification. However we can put under Skills.
We need to ensure we don't create sections with filler. So we will include:
- About the role (paragraph about firm and role purpose)
- Responsibilities (list of duties)
- Requirements (list: 5-10 years experience, CPA license or eligible, Bachelor's degree in accounting or related field)
- Skills (list: expertise in tax laws..., ability to adapt..., proficiency in tax software..., strong leadership..., communication..., mentoring skills, excellent organizational skills, high attention to detail, analytical skills, full-time commitment and flexibility to work beyond regular hours)
- Benefits (list from What We Offer*)
- Pay (paragraph about compensation ranges)
- Schedule (maybe we already included full-time commitment in Skills; but schedule info is about full-time and flexibility to work beyond regular hours. Could be separate Schedule section with that statement. However we already have that in Skills. Might duplicate. Better to put schedule info in Schedule section and not duplicate in Skills. Let's move "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" to Schedule section. Then Skills excludes that.
Thus:
Schedule: Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.
Pay: California compensation range for this role is $107,000 - $150,000. Colorado compensation range for this role is $107,000 - $150,000. 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.
Benefits list: 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 need to keep the note about benefits eligibility.
Now About the role: We can combine "Our Firm Sorren is a top 50 national advisory firm..." and "Your Journey Our team members support the firm..." and "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally..." etc. We'll produce a few paragraphs summarizing.
We must not include boilerplate like EEO, equal opportunity, legal, etc. Also remove "Discretionary incentive compensation is based on firm, group, and individual performance." That's pay info, keep.
Remove "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.
Remove "© 2025 “Sorren” is the brand name..." etc legal boilerplate.
Now produce HTML.
Structure:
About the role
...
Responsibilities
- ...
...
Requirements
- 5-10 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
Skills
- 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
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
Pay
California compensation range for this role is $107,000 - $150,000. Colorado compensation range for this role is $107,000 - $150,000. 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.
Check we didn't miss any substantive info: The "Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication..." etc. That is about expectations; maybe belongs in About the role or Responsibilities? It's about team member expectations; could be part of About the role. We'll incorporate into About the role paragraph.
Also "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.
We'll include those in About the role.
Now ensure we didn't include any boilerplate like "Why Choose Us?" heading; we incorporated its content.
Now output only HTML fragment.
Let's craft About the role paragraph(s). Could be two elements.
First paragraph: 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
for prose. We must preserve ALL substantive information; do not invent or summarize away detail. So we need to keep all details from the posting, but we can rephrase? The instruction: "Preserve ALL substantive information; do NOT invent or summarize away detail." Means we should not omit details, but we can reformat. Likely we should keep the exact sentences but can be in list items. We need to include all duties listed under "Your Impact (Essential Duties):". Let's extract them: - 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 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 keep each as list item. Now "Your Background" details: - 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 We could split into Requirements (experience, license, degree) and Skills (the rest). But we can also put all in Requirements section as list. However they said prefer a few substantive sections over many thin ones. Could combine into Requirements and Skills? But we have separate headings allowed: Requirements, Qualifications, Skills. We could use Requirements for experience, license, degree; Qualifications for expertise, adaptability, proficiency; Skills for leadership, communication, etc. But we need to avoid thin sections. Maybe better to have Requirements (experience, license, degree) and Skills (the rest). Qualifications could be omitted if not needed. But we have "Expertise in tax laws, regulations, and compliance requirements" maybe qualification. However we can put under Skills. We need to ensure we don't create sections with filler. So we will include: - About the role (paragraph about firm and role purpose) - Responsibilities (list of duties) - Requirements (list: 5-10 years experience, CPA license or eligible, Bachelor's degree in accounting or related field) - Skills (list: expertise in tax laws..., ability to adapt..., proficiency in tax software..., strong leadership..., communication..., mentoring skills, excellent organizational skills, high attention to detail, analytical skills, full-time commitment and flexibility to work beyond regular hours) - Benefits (list from What We Offer*) - Pay (paragraph about compensation ranges) - Schedule (maybe we already included full-time commitment in Skills; but schedule info is about full-time and flexibility to work beyond regular hours. Could be separate Schedule section with that statement. However we already have that in Skills. Might duplicate. Better to put schedule info in Schedule section and not duplicate in Skills. Let's move "Full-time commitment and flexibility to work beyond regular hours to meet team deadlines" to Schedule section. Then Skills excludes that. Thus: Schedule: Full-time commitment and flexibility to work beyond regular hours to meet team deadlines. Pay: California compensation range for this role is $107,000 - $150,000. Colorado compensation range for this role is $107,000 - $150,000. 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. Benefits list: 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 need to keep the note about benefits eligibility. Now About the role: We can combine "Our Firm Sorren is a top 50 national advisory firm..." and "Your Journey Our team members support the firm..." and "Why Choose Us? At Sorren, we’re invested in your growth—both personally and professionally..." etc. We'll produce a few paragraphs summarizing. We must not include boilerplate like EEO, equal opportunity, legal, etc. Also remove "Discretionary incentive compensation is based on firm, group, and individual performance." That's pay info, keep. Remove "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. Remove "© 2025 “Sorren” is the brand name..." etc legal boilerplate. Now produce HTML. Structure:
About the role
...
Responsibilities
- ... ...
Requirements
- 5-10 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
Skills
- 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
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
Pay
California compensation range for this role is $107,000 - $150,000. Colorado compensation range for this role is $107,000 - $150,000. 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.
Check we didn't miss any substantive info: The "Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication..." etc. That is about expectations; maybe belongs in About the role or Responsibilities? It's about team member expectations; could be part of About the role. We'll incorporate into About the role paragraph. Also "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. We'll include those in About the role. Now ensure we didn't include any boilerplate like "Why Choose Us?" heading; we incorporated its content. Now output only HTML fragment. Let's craft About the role paragraph(s). Could be twoelements. First paragraph: 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