Tax Supervisor

Position Summary

Your Impact (Essential Duties):

• Prepare and review complex individual, corporate, and partnership tax returns;
• 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;
• Supervise multiple engagements, prioritize tasks, and meet deadlines;
• Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity.

Background

Required Experience:

• 4-6 years of experience in tax preparation;
• CPA or EA license or eligibility;
• Bachelor’s degree in accounting or related field;
• Strong understanding of 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;
• Developing 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.

Why Choose Us?

We offer:

• 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.

What We Offer*

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.