What are the responsibilities and job description for the Senior Tax Associate position at Sorren?
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, assurance, tax, advisory, and private client services.
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 individual, corporate, partnership, and consolidated tax returns
Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
Identify organizational structures and related entities for tax implications and big-picture impacts
Ensure accurate and complete data for filings, identifying and communicating missing information
Calculate quarterly and annual estimated tax liabilities accurately
Conduct tax planning to identify opportunities for improvement and added value for clients
Research and resolve complex tax issues, providing guidance and recommendations
Communicate effectively with team members and clients, providing updates and addressing questions
Supervise, train, and mentor associates and interns to enhance team performance and skill development
Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
Stay updated on tax laws and best practices through ongoing training and independent learning
Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
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
3-5 years of experience in tax preparation
CPA license or eligible
Bachelor’s degree in accounting or related field
In-depth understanding of tax laws, regulations, and compliance requirements
Proficiency in tax preparation software and accounting tools
Excellent attention to detail and accuracy in calculations and document reviews
Strong verbal and written communication skills to effectively interact with clients and team members
Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
Analytical skills to solve complex tax issues and understand broader financial implications
Leadership and mentoring abilities to supervise and develop junior staff
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
What We Offer
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, assurance, tax, advisory, and private client services.
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 individual, corporate, partnership, and consolidated tax returns
Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
Identify organizational structures and related entities for tax implications and big-picture impacts
Ensure accurate and complete data for filings, identifying and communicating missing information
Calculate quarterly and annual estimated tax liabilities accurately
Conduct tax planning to identify opportunities for improvement and added value for clients
Research and resolve complex tax issues, providing guidance and recommendations
Communicate effectively with team members and clients, providing updates and addressing questions
Supervise, train, and mentor associates and interns to enhance team performance and skill development
Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
Stay updated on tax laws and best practices through ongoing training and independent learning
Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
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
3-5 years of experience in tax preparation
CPA license or eligible
Bachelor’s degree in accounting or related field
In-depth understanding of tax laws, regulations, and compliance requirements
Proficiency in tax preparation software and accounting tools
Excellent attention to detail and accuracy in calculations and document reviews
Strong verbal and written communication skills to effectively interact with clients and team members
Exceptional organizational and time management skills to handle multiple priorities and meet deadlines
Analytical skills to solve complex tax issues and understand broader financial implications
Leadership and mentoring abilities to supervise and develop junior staff
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us?
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
What We Offer
- 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 (December 24 – January 1)
- Paid parental leave (available after one year of service)
- Mentorship and career development programs
- CPA exam support to help you succeed on the path to licensure
- Firm-sponsored events and spontaneous team activities
- Celebrations to mark milestones like the end of busy season and the holidays