Tax Director

Sorren • St. Petersburg, FL

6d

About The Position

Sorren seeks a Tax Director to lead the strategic direction and execution of the firm’s tax function across complex client portfolios, including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses. The role oversees complex tax engagements from planning through compliance and advises clients on advanced tax strategies, regulatory changes, and decisions that support long-term objectives and maximize after-tax outcomes.

The Tax Director leads and develops a high-impact team, collaborates with internal specialists and external advisors, and works across service lines to provide integrated client solutions. The role also supports business development, represents Sorren in the marketplace, directs team resource planning, and advances tax processes, controls, tools, and training. The position requires a full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Requirements

• At least 10 years of experience in tax preparation.
• CPA license or eligibility for CPA licensure.
• Bachelor’s degree in accounting or a related field.
• Expert-level command of U.S. tax law across federal, state, and local jurisdictions, including the ability to interpret nuanced legislation and advise on complex regulatory environments.
• Demonstrated leadership of sophisticated tax planning engagements involving high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession.
• Strategic thinking and strong financial acumen, with the ability to integrate tax strategy into business planning and advise ownership- and executive-level clients.
• Mastery of tax compliance and research technology, including the ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights.
• Experience managing and scaling teams, mentoring senior managers and future leaders, and fostering accountability, growth, and technical excellence.
• Exceptional executive communication skills, including the ability to influence C-suite clients, simplify technical topics, and lead critical conversations.
• Business development experience, including expanding client relationships, winning engagements, and participating in pricing and proposal strategies.
• Advanced project leadership skills, including overseeing multiple large-scale engagements, allocating resources, and driving profitability.
• Forward-thinking approach and contributions to knowledge leadership, policy development, and process improvement.
• Recognized as an internal advisor on regulatory shifts, high-impact tax risks, and service expansion opportunities.
• Commitment to continual learning and professional development, with the ability to teach, mentor, and model excellence.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Lead the strategic vision and execution of the tax function across complex client portfolios.
• Oversee the quality of complex tax engagements from planning through compliance, ensuring accuracy, efficiency, and alignment with client objectives.
• Advise clients on advanced tax strategies, including M&A structuring, succession planning, entity optimization, and long-term tax minimization.
• Develop engagement strategies and coordinate with internal specialists and external advisors to deliver integrated solutions.
• Monitor tax legislation and industry developments and communicate actionable insights to clients and internal stakeholders.
• Serve as a technical authority, translating regulatory changes into firmwide guidance, tools, and training.
• Oversee tax compliance and reporting practices to ensure adherence to federal, state, and local regulations while seeking to maximize after-tax profits.
• Improve tax processes, internal controls, documentation, and workflow tools to support scalability.
• Manage and develop the tax team, including senior managers and managers, through coaching, feedback, performance planning, and succession development.
• Build and maintain client relationships and position the firm as a strategic partner in business and financial decision-making.
• Collaborate across assurance, advisory, and client accounting service lines to deliver holistic client value and identify cross-functional opportunities.
• Support business development through client pitch meetings, proposal review, pricing strategy, and service expansion within key accounts.
• Represent Sorren at industry events and networking opportunities to enhance firm visibility and thought leadership.
• Promote continuous learning, lead firm training, encourage professional certifications, and model excellence in client service and leadership.
• Direct tax team resource planning and allocation to support productivity, utilization, and engagement profitability.
• Perform other duties and take on responsibilities assigned by firm leadership.
• Meet annual billable-hour and other targets in support of individual performance and firm productivity.

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 from December 24 through January 1.
• Paid parental leave, available after one year of service.
• Mentorship and career development programs.
• CPA exam support.
• Firm-sponsored events and spontaneous team activities.
• Celebrations marking milestones such as the end of busy season and the holidays.

What This Job Offers

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