Sorren, Inc.
**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):
Prepare and review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
Perform detailed reviews and provide feedback to ensure high-quality work
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, conducting regular performance reviews
Research and document complex tax issues, presenting guidance and solutions
Communicate tax planning solutions with clients and other professionals involved in the client relationship
Communicate effectively with clients and team members on projects and deadlines
Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
Supervise multiple engagements, prioritize tasks, and meet deadlines
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:
4-6 years of experience in tax preparation
CPA or EA license or eligible
Bachelor’s degree in accounting or related field
Strong understanding of 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
Developing strong leadership, communication, and mentoring skills
Excellent 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 deadlinesWe 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 parties #J-18808-Ljbffr
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):
Prepare and review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
Perform detailed reviews and provide feedback to ensure high-quality work
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, conducting regular performance reviews
Research and document complex tax issues, presenting guidance and solutions
Communicate tax planning solutions with clients and other professionals involved in the client relationship
Communicate effectively with clients and team members on projects and deadlines
Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
Supervise multiple engagements, prioritize tasks, and meet deadlines
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:
4-6 years of experience in tax preparation
CPA or EA license or eligible
Bachelor’s degree in accounting or related field
Strong understanding of 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
Developing strong leadership, communication, and mentoring skills
Excellent 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 deadlinesWe 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 parties #J-18808-Ljbffr