Tax Senior/Supervisor
Sorren · Twin Falls, ID · 1 mo ago
Hybrid$76k–$110k/yrFull-time
We need to output HTML fragment with sections: headings for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content.
We need to parse the posting.
Key parts:
- Intro about firm: "Our Firm Sorren is a top 50 national advisory firm..." This is about the firm, could be "About the role"? Actually "About the role" is typical heading for description of role. But we have "Position Summary" and "Your Impact (Essential Duties):" etc. So we can have sections: About the role (maybe combine firm description and position summary?), Responsibilities (Your Impact), Requirements/Qualifications (Your Background), Skills (maybe part of background), Benefits (What We Offer*), Pay (compensation ranges), Schedule (maybe not present). There's no explicit schedule info. So we should not create Schedule section.
We need to preserve all substantive info, not invent.
We must not repeat job title as heading (none given). No Job ID.
We must remove boilerplate: EEO, equal opportunity, legal, etc. Also remove "Why Choose Us?" maybe that's part of Benefits? Actually "Why Choose Us?" is a heading but we should not create heading unless we map to existing allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map "Why Choose Us?" to Benefits (since it's about benefits). The bullet list under "What We Offer*" is benefits.
We need to include Pay section: compensation ranges for California and Colorado, plus note about actual compensation influenced by factors, discretionary incentive compensation. That's substantive.
We need Benefits section: list of benefits.
We need Responsibilities: list of duties from "Your Impact (Essential Duties):" bullet list.
We need Requirements/Qualifications/Skills: from "Your Background". It includes experience, CPA license, degree, understanding tax laws, proficiency software, attention to detail, communication skills, organizational/time management, analytical skills, leadership/mentoring, full-time commitment flexibility. Could split into Requirements (experience, license, degree) and Qualifications (understanding, proficiency) and Skills (attention to detail, communication, organizational, analytical, leadership). But we can combine into one section if we want fewer sections. The instruction: Prefer a few substantive sections over many thin ones. So we could have Responsibilities, Requirements (including experience, license, degree), Qualifications/Skills (combined). But we need to follow headings list: we can use Requirements and Qualifications and Skills as separate if we have content. But we might combine Qualifications and Skills into one heading "Qualifications" or "Skills". However we must not create headings with filler. If we combine, we need to decide which heading to use. Perhaps use "Requirements" for experience, license, degree; and "Skills" for the rest (attention to detail, communication, organizational, analytical, leadership). Qualifications could be omitted if we merge into Skills. But we have "Qualifications" heading allowed; we could use it for the knowledge/understanding etc. Let's think.
We have content:
- 3-5 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
- In-depth understanding of tax laws, regulations, and compliance requirements
- Proficiency in tax preparation software and accounting tools
- Excellent attention to detail and accuracy in calculations and document reviews
- Strong verbal and written communication skills to effectively interact with clients and team members
- Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
- Analytical skills to solve complex tax issues and understand broader financial implications
- Leadership and mentoring abilities to supervise and develop junior staff
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
We could categorize:
Requirements: experience, CPA license or eligible, Bachelor's degree.
Qualifications: in-depth understanding of tax laws, proficiency in software.
Skills: attention to detail, communication, organizational/time management, analytical, leadership/mentoring, full-time commitment flexibility.
Thus we can have three sections: Requirements, Qualifications, Skills.
But we need to avoid too many thin sections; but each has substantive content.
Alternatively combine Qualifications and Skills into one "Qualifications" section. But then we lose the heading "Skills". The instruction: Prefer a few substantive sections over many thin ones. So maybe better to have two sections: Responsibilities and Requirements (including experience, license, degree, understanding, proficiency, skills). But then we lose separate Benefits and Pay sections which are required if present. So we will have: About the role (maybe firm description + position summary?), Responsibilities, Requirements, Benefits, Pay.
We need to decide About the role content: The intro about firm and "Your Journey" etc. Could be considered About the role. The "Position Summary" maybe part of About the role. Let's include that.
Thus sections:
.
List:
- Prepare and review individual, corporate, partnership, and consolidated tax returns
- Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
- Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
- Identify organizational structures and related entities for tax implications and big-picture impacts
- Ensure accurate and complete data for filings, identifying and communicating missing information
- Calculate quarterly and annual estimated tax liabilities accurately
- Conduct tax planning to identify opportunities for improvement and added value for clients
- Research and resolve complex tax issues, providing guidance and recommendations
- Communicate effectively with team members and clients, providing updates and addressing questions
- Supervise, train, and mentor associates and interns to enhance team performance and skill development
- Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
- Stay updated on tax laws and best practices through ongoing training and independent learning
- Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
- 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: Some have typos: "displays flexibility" maybe "display". We'll keep as is.
Now Requirements section: experience, CPA license or eligible, Bachelor's degree.
We'll put as maybe.
Now Pay section: compensation ranges and note.
We need to include:
- California compensation range for this role is $76,000 - $110,000.
- Colorado compensation range for this role is $76,000 - $110,000.
- 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.
We can put as
for sections like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. We must include only sections with real content.
We need to parse the posting.
Key parts:
- Intro about firm: "Our Firm Sorren is a top 50 national advisory firm..." This is about the firm, could be "About the role"? Actually "About the role" is typical heading for description of role. But we have "Position Summary" and "Your Impact (Essential Duties):" etc. So we can have sections: About the role (maybe combine firm description and position summary?), Responsibilities (Your Impact), Requirements/Qualifications (Your Background), Skills (maybe part of background), Benefits (What We Offer*), Pay (compensation ranges), Schedule (maybe not present). There's no explicit schedule info. So we should not create Schedule section.
We need to preserve all substantive info, not invent.
We must not repeat job title as heading (none given). No Job ID.
We must remove boilerplate: EEO, equal opportunity, legal, etc. Also remove "Why Choose Us?" maybe that's part of Benefits? Actually "Why Choose Us?" is a heading but we should not create heading unless we map to existing allowed headings. The allowed headings list includes About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. So we can map "Why Choose Us?" to Benefits (since it's about benefits). The bullet list under "What We Offer*" is benefits.
We need to include Pay section: compensation ranges for California and Colorado, plus note about actual compensation influenced by factors, discretionary incentive compensation. That's substantive.
We need Benefits section: list of benefits.
We need Responsibilities: list of duties from "Your Impact (Essential Duties):" bullet list.
We need Requirements/Qualifications/Skills: from "Your Background". It includes experience, CPA license, degree, understanding tax laws, proficiency software, attention to detail, communication skills, organizational/time management, analytical skills, leadership/mentoring, full-time commitment flexibility. Could split into Requirements (experience, license, degree) and Qualifications (understanding, proficiency) and Skills (attention to detail, communication, organizational, analytical, leadership). But we can combine into one section if we want fewer sections. The instruction: Prefer a few substantive sections over many thin ones. So we could have Responsibilities, Requirements (including experience, license, degree), Qualifications/Skills (combined). But we need to follow headings list: we can use Requirements and Qualifications and Skills as separate if we have content. But we might combine Qualifications and Skills into one heading "Qualifications" or "Skills". However we must not create headings with filler. If we combine, we need to decide which heading to use. Perhaps use "Requirements" for experience, license, degree; and "Skills" for the rest (attention to detail, communication, organizational, analytical, leadership). Qualifications could be omitted if we merge into Skills. But we have "Qualifications" heading allowed; we could use it for the knowledge/understanding etc. Let's think.
We have content:
- 3-5 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
- In-depth understanding of tax laws, regulations, and compliance requirements
- Proficiency in tax preparation software and accounting tools
- Excellent attention to detail and accuracy in calculations and document reviews
- Strong verbal and written communication skills to effectively interact with clients and team members
- Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
- Analytical skills to solve complex tax issues and understand broader financial implications
- Leadership and mentoring abilities to supervise and develop junior staff
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
We could categorize:
Requirements: experience, CPA license or eligible, Bachelor's degree.
Qualifications: in-depth understanding of tax laws, proficiency in software.
Skills: attention to detail, communication, organizational/time management, analytical, leadership/mentoring, full-time commitment flexibility.
Thus we can have three sections: Requirements, Qualifications, Skills.
But we need to avoid too many thin sections; but each has substantive content.
Alternatively combine Qualifications and Skills into one "Qualifications" section. But then we lose the heading "Skills". The instruction: Prefer a few substantive sections over many thin ones. So maybe better to have two sections: Responsibilities and Requirements (including experience, license, degree, understanding, proficiency, skills). But then we lose separate Benefits and Pay sections which are required if present. So we will have: About the role (maybe firm description + position summary?), Responsibilities, Requirements, Benefits, Pay.
We need to decide About the role content: The intro about firm and "Your Journey" etc. Could be considered About the role. The "Position Summary" maybe part of About the role. Let's include that.
Thus sections:
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 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 team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success. Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. 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.
But note: The text includes "Your Journey" which is a heading but we can just keep as part of paragraph. We must not include boilerplate like EEO etc. We'll remove. Responsibilities: list from "Your Impact (Essential Duties):" bullet list. We need to convert each duty into- ...
or
- . Probably
- ... ...
- 3-5 years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
- In-depth understanding of tax laws, regulations, and compliance requirements
- Proficiency in tax preparation software and accounting tools
- Excellent attention to detail and accuracy in calculations and document reviews
- Strong verbal and written communication skills to effectively interact with clients and team members
- Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
- Analytical skills to solve complex tax issues and understand broader financial implications
- Leadership and mentoring abilities to supervise and develop junior staff
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
- 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
sentences. We should not include "Reasonable accommodations will be made..." that's EEO/legal boilerplate; remove. Also remove "Sorren is an equal opportunity employer" etc. Now ensure we don't repeat job title. Now output HTML fragment only. Let's craft. We'll need to ensure proper nesting. We'll output:
About the role
...