Tax Senior Manager

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.

Position Summary

Your Impact (Essential Duties)

• Lead the strategic vision and execution of the tax function across complex

client portfolios—including high-net-worth individuals, family offices,

multi-entity groups, and cross-border businesses

• Oversee and ensure the quality of the most complex tax engagements, from

planning through compliance, with a focus on accuracy, efficiency, and

alignment with client objectives

• Serve as a primary advisor on advanced tax strategies such as M&A

structuring, succession planning, entity optimization, and long-term tax

minimization

• Develop and lead comprehensive engagement strategies, working with internal

specialists (estate, SALT, international) and external advisors (attorneys,

bankers) to deliver integrated solutions

• Stay ahead of evolving tax legislation and industry developments, distilling

complex topics into actionable insights for clients and internal stakeholders

• Act as the technical authority on key issues affecting the firm’s clients,

translating regulatory change into firmwide guidance, tools, and training

• Oversee compliance and reporting practices to ensure full adherence with

federal, state, and local regulations while continuously seeking ways to

maximize after-tax profits

• Promote continuous improvement by refining tax processes, strengthening

internal controls, and advancing documentation and workflow tools for

scalability

• Manage and develop a high-impact team, including senior managers and

managers, through coaching, feedback, performance planning, and succession

development

• Cultivate deep and enduring client relationships, positioning the firm as a

strategic partner in business and financial decision-making

• Collaborate across service lines (assurance, advisory, client accounting) to

offer clients holistic value and drive cross-functional opportunities

• Support business development, including client pitch meetings, proposal

review, pricing strategy, and expansion of services within key accounts

• Represent Sorren in the marketplace, attending industry events and networking

opportunities to enhance the firm’s visibility and thought leadership

• Champion a culture of continuous learning, including leading firm trainings,

promoting professional certifications (e.g., CPA, EA, MST), and modeling

excellence in all areas of client service and leadership

• Direct resource planning and allocation for the tax team, ensuring optimal

productivity, utilization, and engagement profitability

• 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

Your Background

• 10+ years of experience in tax preparation
• CPA license or eligible
• Bachelor’s degree in accounting or related field
• Expert-level command of U.S. tax law across federal, state, and local

jurisdictions, with the ability to interpret nuanced legislation and guide

the firm and clients through complex regulatory environments

• Proven track record in leading sophisticated tax planning engagements for

high-net-worth individuals, multi-entity structures, and cross-border

operations, including M&A structuring, estate planning, and business

succession

• Strategic thinker with strong financial acumen, capable of integrating tax

strategy into broader business planning and advising clients at the ownership

and executive level

• Mastery of tax compliance and research technology, with a demonstrated

ability to assess, implement, and optimize systems that improve accuracy,

efficiency, and client insights

• Proven leadership in managing and scaling teams, including mentoring senior

managers and future leaders, fostering a culture of accountability, growth,

and technical excellence

• Exceptional executive communication skills, including the ability to

influence C-suite clients, simplify highly technical content, and lead

critical conversations both internally and externally

• Business development acumen, with experience in expanding existing

relationships, winning new engagements, and participating in pricing and

proposal strategies aligned with firm goals

• Advanced project leadership skills, with the capacity to oversee multiple

large-scale engagements simultaneously, allocate resources effectively, and

drive profitability

• Forward-thinking and innovative, consistently contributing to internal

knowledge leadership, policy development, and process improvements across the

tax function

• Respected internal advisor, often consulted by peers and firm leadership on

regulatory shifts, high-impact tax risks, and opportunities for service

expansion

• Commitment to continual learning and professional development, maintaining

expert-level knowledge and setting the tone for excellence through teaching,

mentoring, and example

• Full-time commitment and flexibility to work beyond regular hours to meet

team deadlines

The compensation range for this role is $150,000 to $190,000. 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.

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

Why Choose Us?

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.

What 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.

© 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.