Director, State & Local Tax

Sorren, Inc. • Medford, OR

1d

About The Position

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. 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.

Requirements

• 10+ years of experience in tax preparation, with at least 5 years in a leadership capacity and significant specialization in State & Local Tax.
• CPA license (An exception to the CPA designation will be considered if they practice in a recognized specialty area and hold an equivalent or applicable professional designation that demonstrates expertise relevant to the firm’s services and strategic goals)
• Bachelor’s degree in accounting or a related field
• Deep expertise in multistate income/franchise tax, sales and use tax, nexus, apportionment, tax controversy, and state tax planning.
• Experience advising middle-market and closely held businesses across multiple industries.
• Strong knowledge of state tax laws, regulations, and legislative developments.
• Experience managing complex client engagements from planning through implementation.
• Ability to identify tax savings opportunities and deliver strategic consulting beyond compliance.
• Excellent research, analytical, communication, and leadership skills.
• Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence
• Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals
• 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
• Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job

Responsibilities

• Serve as the firm's technical leader for State & Local Tax (SALT) matters, advising clients on multistate tax planning, compliance, and controversy issues.
• Provide strategic consulting related to income and franchise tax, sales and use tax, gross receipts tax, property tax, credits and incentives, and nexus determinations.
• Lead complex SALT engagements including nexus studies, voluntary disclosure agreements (VDAs), taxability analyses, state tax audits, refund opportunities, and multistate planning projects.
• Advise clients on the state and local tax implications of mergers, acquisitions, restructurings, and business expansions.
• Monitor legislative, regulatory, and judicial developments across state and local jurisdictions and communicate impacts to clients and internal teams.
• Collaborate with federal tax, international tax, transaction advisory, advisory, and assurance professionals to deliver integrated tax solutions.
• Build trusted advisor relationships with CFOs, controllers, tax directors, and business owners.
• Review technical research, client deliverables, and complex SALT memoranda for quality and accuracy.
• Mentor, develop, and coach managers, senior associates, and associates.
• Support business development through networking, proposals, client expansion, and thought leadership.
• Drive practice development initiatives, internal training, and process improvements.
• Manage engagement budgets, staffing, timelines, profitability, and client satisfaction.
• Meet annual billable hour and business development expectations.

Benefits

• 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

What This Job Offers

• Job Type: Full-time
• Career Level: Director