Tax Senior Manager

Sorren•Rochester, NY

About The Position

Sorren is a national advisory firm providing accounting, assurance, tax, advisory, and private client services. The Tax Senior Manager provides strategic leadership and oversight for the firm’s most complex tax engagements, including work for high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures. The role advises clients on tax planning, transaction structuring, succession planning, and long-term tax minimization, while overseeing complex return reviews and ensuring technical accuracy and regulatory compliance. The Tax Senior Manager leads engagement strategy, technical research, process improvement, quality control, and resource planning across the tax function. The role mentors managers and senior associates, builds trusted client relationships, collaborates across service lines, and contributes to business development and the firm’s visibility. The position also promotes continuous learning and technical excellence and requires meeting annual billable-hour and other performance targets. Full-time commitment and flexibility to work beyond regular hours to meet team deadlines are required.

Requirements

At least 8 years of experience in tax preparation.
CPA license or eligibility for CPA licensure.
Bachelor’s degree in accounting or a related field.
Deep expertise in federal, state, and local tax laws, including the ability to interpret complex regulations and apply them to diverse client situations.
Demonstrated success delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory.
Advanced proficiency in tax compliance software and research tools, with the ability to use technology to improve workflow and client insights.
Proven ability to lead, coach, and develop multi-level teams across engagements.
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.
Outstanding organizational and project management skills to lead concurrent engagements and meet deadlines.
High attention to detail and ability to provide forward-looking tax guidance.
Analytical, solution-oriented mindset and capacity to resolve nuanced tax issues.
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, transaction structuring, succession planning, and long-term tax minimization strategies.
Oversee reviews of complex tax returns for technical accuracy, alignment with client goals, and compliance with federal, state, and local regulations.
Develop and execute engagement strategies, coordinating with internal specialists and external advisors as needed.
Lead technical research on complex tax issues and evolving legislation, and provide practical guidance to clients and internal teams.
Provide technical leadership on emerging tax matters, regulatory changes, and industry developments.
Improve tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability.
Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, supporting leadership development and succession planning.
Build trusted client relationships and serve as a strategic partner in clients’ financial decision-making.
Collaborate across service lines, including assurance, advisory, and client accounting, to deliver integrated solutions.
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 take on varied responsibilities assigned by firm leadership.
Meet annual billable-hour and other performance 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.
Discretionary incentive compensation based on firm, group, and individual performance. Benefit eligibility applies to full-time employees regularly scheduled to work at least 30 hours per week.