Sorren, Inc.
Tax Senior Manager (Estate, Trust, Gift)
Sorren, Inc., Denver, Colorado, United States, 80285
Tax Senior Manager (Estate, Trust, Gift) page is loaded## Tax Senior Manager (Estate, Trust, Gift)locations:
Denver, COtime type:
Full timeposted on:
Posted 17 Days Agojob requisition id:
JR100165**Our Firm**
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.**Your Journey**
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.
All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.**Position Summary:**Your Impact (Essential Duties):
Provide strategic leadership and oversight for the firm’s most complex tax engagements
Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approachesMaintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and willsLead the intake of new estates and assist clients with estate administration issues,
Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
Drive continuous improvement in 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, with a focus on leadership development and succession planning
Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions
Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
8+ years of experience in tax preparation
CPA license or eligible
Bachelor’s degree in accounting or related field
Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
Exceptional communication skills with the ability to convey 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 critical deadlines
High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
Analytical and solution-oriented mindset with the capacity 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 deadlinesPay range for CO applicants- $135,000-$158,750We are invested in your career and are dedicated to helping you climb the ranks.
While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.
Our benefits include: * Paid time off* Medical, dental, vision, std/ltd, and life insurance* 401(k) plan* Paid holidays* Holiday break from December 24-January 1* Paid Parental Leave after 1 year of service* Mentorship program* Spontaneous activities organized by the firm* End of busy season celebrations and holiday partieslocations:
Denver, COtime type:
Full timeposted on:
Posted 17 Days Ago #J-18808-Ljbffr
Denver, COtime type:
Full timeposted on:
Posted 17 Days Agojob requisition id:
JR100165**Our Firm**
Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.**Your Journey**
Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth.
All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.**Position Summary:**Your Impact (Essential Duties):
Provide strategic leadership and oversight for the firm’s most complex tax engagements
Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approachesMaintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and willsLead the intake of new estates and assist clients with estate administration issues,
Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
Drive continuous improvement in 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, with a focus on leadership development and succession planning
Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions
Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
8+ years of experience in tax preparation
CPA license or eligible
Bachelor’s degree in accounting or related field
Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
Exceptional communication skills with the ability to convey 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 critical deadlines
High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
Analytical and solution-oriented mindset with the capacity 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 deadlinesPay range for CO applicants- $135,000-$158,750We are invested in your career and are dedicated to helping you climb the ranks.
While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.
Our benefits include: * Paid time off* Medical, dental, vision, std/ltd, and life insurance* 401(k) plan* Paid holidays* Holiday break from December 24-January 1* Paid Parental Leave after 1 year of service* Mentorship program* Spontaneous activities organized by the firm* End of busy season celebrations and holiday partieslocations:
Denver, COtime type:
Full timeposted on:
Posted 17 Days Ago #J-18808-Ljbffr