Tax Senior Associate

Location: Ketchum

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 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

Your Background: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

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…