Tax Director

Sorren, Inc. • Rochester, NY

7d • $125,000 - $225,000

About The Position

The Tax Director leads the strategic vision and execution of Sorren’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, advises clients on advanced strategies, and ensures tax work is accurate, efficient, compliant, and aligned with client objectives.

The Tax Director serves as a technical authority on tax matters and changing legislation, providing guidance, tools, and training to the firm. The position leads and develops tax leaders and teams, manages resources and engagement profitability, cultivates client relationships, supports business development, and collaborates across service lines to deliver integrated client solutions. The role also advances tax processes, internal controls, technology, and continuous learning. It is a full-time position requiring flexibility to work beyond regular hours to meet team deadlines.

Requirements

• 10 or more years of experience in tax preparation.
• CPA license or eligibility for a CPA license.
• Bachelor’s degree in accounting or a related field.
• Expert command of U.S. tax law across federal, state, and local jurisdictions, including the ability to interpret nuanced legislation and advise on complex regulatory matters.
• 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 ownership- and executive-level clients.
• Mastery of tax compliance and research technology, including the ability to assess, implement, and optimize systems.
• Proven leadership 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 client relationships, winning engagements, and participating in pricing and proposal strategies.
• Advanced project leadership skills and the ability to oversee multiple large engagements, allocate resources, and drive profitability.
• Ability to contribute to knowledge leadership, policy development, and tax-function process improvements.
• Ability to advise peers and firm leadership on regulatory changes, high-impact tax risks, and service expansion opportunities.
• Commitment to continual learning and professional development, including teaching and mentoring.
• 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.
• Advise 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 communicate actionable insights to clients and internal stakeholders.
• Serve as a technical authority and translate regulatory changes into firmwide guidance, tools, and training.
• Oversee tax compliance and reporting practices and seek opportunities to maximize after-tax profits.
• Improve tax processes, internal controls, documentation, and workflow tools.
• Manage and develop the tax team through coaching, feedback, performance planning, and succession development.
• Build and maintain client relationships and serve as a strategic partner in business and financial decisions.
• Collaborate with assurance, advisory, and client accounting teams to provide holistic client service and cross-functional opportunities.
• Support business development through client pitches, proposal review, pricing strategy, and account expansion.
• Represent Sorren at industry events and networking opportunities.
• 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 as assigned by firm leadership.
• Meet annual billable-hour and other performance and productivity targets.

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 team activities.
• Celebrations for milestones such as the end of busy season and the holidays.

What This Job Offers

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