Tax Director

Sorren, Inc. • St. Petersburg, FL

1d

About The Position

The Tax Director leads 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, advises clients on advanced tax strategies and regulatory changes, and develops integrated solutions that support client objectives and maximize after-tax outcomes.

The Tax Director manages and develops a high-performing tax team, oversees resource planning and engagement profitability, and collaborates with internal specialists, external advisors, and other service lines. The position also supports business development, represents Sorren in the marketplace, and promotes technical learning, process improvement, and excellence in client service. The role requires a full-time commitment and flexibility to work beyond regular hours to meet team deadlines, as well as meeting annual billable-hour and other performance targets.

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-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 engagements 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 assessing, implementing, and optimizing 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 influencing C-suite clients, simplifying technical content, and leading critical conversations.
• Business development experience, including expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies.
• Advanced project leadership skills, including overseeing multiple large-scale engagements, allocating resources, and driving profitability.
• Ability to contribute to knowledge leadership, policy development, and process improvements across the tax function.
• 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 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 and seek opportunities 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 serve as a strategic partner in business and financial decision-making.
• Collaborate across assurance, advisory, and client accounting service lines to provide holistic value and identify cross-functional opportunities.
• Support business development through client pitches, proposal review, pricing strategy, and expanding services within key accounts.
• Represent Sorren at industry events and networking opportunities to increase visibility and thought leadership.
• Promote continuous learning through firm training, professional certifications, mentoring, and modeling excellence in client service and leadership.
• Direct tax team resource planning and allocation to support productivity, utilization, and engagement profitability.
• Meet annual billable-hour and other targets for individual performance and firm productivity.
• Perform other duties and take on additional responsibilities as assigned by firm leadership.

Benefits

• Generous paid time off.
• 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.

What This Job Offers

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