Tax Manager

Sorren•Gainesville, TX

12d

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, career development, and personal well-being. The Tax Manager reviews complex individual, corporate, and partnership tax returns and prepares highly complex returns as needed. The role involves building client relationships, resolving tax issues, coordinating related entity filings, reviewing accounting procedures, analyzing organizational structures, preparing estimated tax liabilities, and providing strategic tax planning. The Tax Manager also reviews work, coaches and develops team members, researches complex tax issues, manages engagements, and communicates with clients and colleagues to deliver quality work on time. The position requires meeting annual billable-hour and other performance targets, ongoing professional development, and flexibility to take on other responsibilities assigned by firm leadership.

Requirements

5–10 years of experience in tax preparation.
CPA license or eligibility to obtain a CPA license.
Bachelor’s degree in accounting or a related field.
Expertise in tax laws, regulations, and compliance requirements.
Ability to adapt to tax-law changes and provide strategic tax planning.
Proficiency in tax-preparation software and related tools.
Strong leadership, communication, and mentoring skills.
Organizational skills to manage multiple priorities and meet deadlines.
High attention to detail and accuracy in financial and tax work.
Analytical skills to address and resolve complex tax issues.
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

Review complex individual, corporate, and partnership tax returns and prepare highly complex returns as needed.
Develop client relationships, address tax issues, and coordinate related entity filings.
Review work and provide feedback to ensure quality.
Review quarterly and annual accounting procedures to support tax preparation.
Analyze organizational structures for tax impacts and ensure accurate filings.
Prepare estimated tax liabilities and provide strategic tax planning.
Supervise, train, and mentor team members, including conducting regular performance reviews.
Research and document complex tax issues and present guidance and solutions.
Communicate tax-planning solutions with clients and other professionals involved in client relationships.
Communicate with clients and team members about projects and deadlines.
Participate in team efforts and professional development, and stay current on tax laws and best practices.
Manage engagements, prioritize tasks, and meet deadlines.
Take on other responsibilities assigned by firm leadership and demonstrate flexibility.
Meet annual billable-hour and other targets supporting individual performance and firm productivity.

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 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.