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.
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams.
• 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.
• Coach 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

Requirements:

• 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.
• Prioritize and manage multiple engagements simultaneously, ensuring technical accuracy and compliance with tax regulations.
• 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.

Qualifications

Requirements:

• CPA license or eligible Bachelor’s degree in accounting or related field.
• 8+ years of experience in tax preparation.
• 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.
• Prioritize and manage multiple engagements simultaneously, ensuring technical accuracy and compliance with tax regulations.
• 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.

Skills

Requirements:

• Strategic thinking and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently and as part of a team.
• Strong organizational and project management skills.
• Technical proficiency in tax compliance software and research tools.
• Leadership and coaching abilities.
• Ability to handle multiple tasks and prioritize effectively.
• Attention to detail and ability to see the big picture.
• Ability to communicate complex tax concepts clearly to clients, peers, and stakeholders.
• Business acumen and ability to align tax strategy with client objectives and firm growth initiatives.
• Continuous learning and adaptability to new tax laws and regulations.

Benefits

California compensation range for this role is $135,000 - $180,000. Colorado compensation range for this role is $135,000 - $180,000. 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.

Pay

California compensation range for this role is $135,000 - $180,000. Colorado compensation range for this role is $135,000 - $180,000. 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.

Company Information

Sorren is an equal opportunity employer. We believe in a culture of diversity, equity, and inclusion, and we are committed to creating a workplace where everyone feels valued and respected. We celebrate the unique backgrounds, experiences, and perspectives of all our employees, and we strive to foster an environment where everyone can thrive.