Tax Director

Sorren•Rochester, NY

About The Position

Sorren is a national advisory firm providing accounting, assurance, tax, advisory, and private client services. The firm describes its culture as collaborative and focused on innovation, professional growth, work-life balance, and lasting client relationships. The Tax Director leads the strategic vision and execution of the 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, advises clients on advanced tax strategies, and provides technical guidance on regulatory developments. It also develops and leads integrated engagement strategies with internal specialists and external advisors, supports business development, and builds enduring client relationships. The Tax Director manages and develops senior managers, managers, and other team members; directs resource planning and allocation; and improves tax processes, controls, documentation, and workflow tools. The role represents Sorren in the marketplace, promotes learning and professional development, and is accountable for annual billable-hour and other performance targets. The position requires a full-time commitment and flexibility to work beyond regular hours to meet team deadlines. The compensation range is $125,000–$225,000. Actual compensation depends on factors including skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Requirements

10 or more 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 guide clients and the firm through complex regulatory environments.
Proven experience leading sophisticated tax planning for 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 broader business planning and advise clients at the ownership and executive level.
Mastery of tax compliance and research technology, including the ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights.
Leadership experience managing and scaling teams, mentoring senior managers and future leaders, and fostering accountability, growth, and technical excellence.
Exceptional executive communication skills, including influencing C-suite clients, simplifying technical content, and leading critical conversations.
Business development experience expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies.
Advanced project leadership skills to oversee multiple large-scale engagements, allocate resources, and drive profitability.
A forward-thinking approach and experience contributing to knowledge leadership, policy development, and tax-function process improvement.
Ability to advise peers and firm leadership on regulatory shifts, high-impact tax risks, and opportunities for service expansion.
Commitment to continual learning and professional development, including maintaining expert-level knowledge and teaching, mentoring, and setting a strong example.
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 with internal specialists and external advisors to deliver integrated solutions.
Monitor tax legislation and industry developments and translate them into actionable insights for clients and internal stakeholders.
Serve as a technical authority, providing firmwide guidance, tools, and training on regulatory changes and key tax issues.
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, coach, and develop the tax team, including senior managers and managers, through feedback, performance planning, and succession development.
Cultivate client relationships and serve as a strategic partner in business and financial decision-making.
Collaborate across service lines to provide holistic client value and identify cross-functional opportunities.
Support business development through client pitches, proposal review, pricing strategy, and expansion of services within key accounts.
Represent Sorren at industry events and networking opportunities to enhance the firm’s visibility and thought leadership.
Lead firm trainings, promote 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 supporting individual performance and firm productivity.
Work beyond regular hours as needed to meet team deadlines.

Benefits

Generous paid time off.
Comprehensive medical, dental, and vision coverage.
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 team activities.
Celebrations marking milestones such as the end of busy season and the holidays.