Tax Senior Associate

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):

Prepare and review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed

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

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:4-6 years of experience in tax preparation CPA or EA license or eligible

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

The compensation range for this role is $85,000 - $93,000. 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…