Tax Senior Manager

Sorren, Inc. • St. Petersburg, FL

7d

About The Position

The Tax Senior Manager manages and reviews complex tax engagements for high-net-worth individuals and multi-entity businesses. The role leads strategic tax planning, ensures technical accuracy and compliance with evolving tax regulations, advises clients on tax minimization strategies, mentors team members, improves internal processes, and fosters cross-functional collaboration to deliver exceptional client service and support firm growth.

The position provides strategic oversight of complex engagements and tax-return reviews, advises clients on tax planning, transaction structuring, succession planning, and long-term tax strategies, and leads research into complex tax issues and legislative developments. It also includes managing engagement strategy, quality control, team development, resource allocation, client relationships, business development, internal training, and meeting annual billable-hour and other performance targets.

Requirements

• At least 8 years of experience in tax preparation.
• CPA license or eligibility for a CPA license.
• Bachelor’s degree in accounting or a related field.
• Deep expertise in federal, state, and local tax laws and the ability to apply complex regulations to diverse client scenarios.
• Demonstrated success in strategic tax planning, including entity structuring, succession planning, and transaction advisory.
• Advanced proficiency with tax compliance software and research tools, and ability to use technology to improve workflows and client insights.
• Ability to lead, coach, and develop teams at multiple levels while promoting technical growth and performance excellence.
• Exceptional communication skills and ability to explain complex tax concepts clearly to clients, peers, and stakeholders.
• Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives.
• Strong organizational and project management skills, including managing concurrent engagements and deadlines.
• High attention to detail and ability to provide forward-looking tax guidance.
• Analytical, solution-oriented mindset and ability to resolve nuanced tax issues and contribute to firm-wide thought leadership.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Provide strategic leadership and oversight for complex tax engagements involving high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures.
• Advise clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization.
• Oversee reviews of complex tax returns for technical accuracy, alignment with client goals, and compliance with federal, state, and local regulations.
• Guide engagement strategy and coordinate with internal specialists and external advisors.
• Lead technical research on complex tax issues and evolving legislation, translating findings into practical guidance.
• Provide technical leadership on emerging tax matters, regulatory changes, and industry-specific developments.
• Improve tax processes, documentation standards, and quality control.
• Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews.
• Build trusted client relationships and support clients' financial decision-making and long-term success.
• Collaborate across assurance, advisory, and client accounting service lines.
• Participate in business development, including client pitches, proposal development, and pricing strategies.
• Represent the firm at industry events, conferences, and networking forums.
• Lead internal training, support certification efforts, and promote continuous learning and technical excellence.
• Oversee resource allocation and engagement planning to support team productivity, profitability, and client satisfaction.
• Perform other duties and responsibilities assigned by firm leadership.
• Meet annual billable-hour and other 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 marking milestones such as the end of busy season and the holidays.

What This Job Offers

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