Tax Administrator

Sorren, Inc. • Madison, WI

12d • Onsite

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

• Professional services or accounting firm experience strongly preferred.
• Highly organized, detail-oriented, and proactive.
• Strong written and verbal communication skills with a professional and approachable demeanor.
• Ability to prioritize multiple projects and meet deadlines in a fast-paced environment.
• Commitment to confidentiality, accuracy, and client service excellence.
• Proficiency in Microsoft Office Suite (Word, Excel, Outlook, PowerPoint); experience with CCH Axcess, or similar software a plus.
• Collaborative mindset with the ability to anticipate needs and contribute to a positive team culture.

Nice To Haves

• Associate’s degree in business administration or related field preferred; equivalent experience considered.

Responsibilities

• Provide administrative support to service line leaders and team members to ensure smooth day-to-day operations.
• Manage calendars, coordinate meetings, and assist with the planning of department events, trainings, and key deadlines.
• Prepare, proofread, and format correspondence, reports, and client deliverables.
• Assist with time entry review, billing preparation, and project tracking to support accurate and timely client service.
• Maintain department records, files, and systems in alignment with firm policies and confidentiality standards.
• Assist with client relationship management, including maintaining contact information and CRM data.
• Collaborate with firmwide administrative and operations teams to share best practices and ensure consistency across departments.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

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: Entry Level
• Education Level: Associate degree