Tax Senior Manager

Position Summary

Your Impact (Essential Duties):

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures.
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches.
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations.
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service.
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments.
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability.
• Cook up and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning.
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success.
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions.
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies.
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections.
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence.
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function.
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Background

• 8+ years of experience in tax preparation
• CPA license or eligible Bachelor’s degree in accounting or related field
• Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
• Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
• Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
• Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
• Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
• Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
• High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
• An analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
• A full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Why Choose Us?

• 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

What We Offer*

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

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.