What are the responsibilities and job description for the Senior Tax Manager (Estate, Trust, Gift) 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):
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 approaches.
Maintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and wills.
Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials.
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.
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, JD, or LLM in Taxation
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 deadlines
Pay range for CO applicants- $145,000-175,000 per year
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer
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):
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 approaches.
Maintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and wills.
Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials.
- Knowledge and experience preparing and reviewing complex 1040 individual tax returns
- Knowledge and experience preparing and reviewing 709 gift tax returns
- Understanding of gift and Generation Skipping Transfer (GST) tax rules
- Knowledge and experience preparing and reviewing 1041 estate and trust tax returns
- Electing Small Business Trust (ESBT) Returns
- Trust accounting concepts
- Understanding of Distributable Net Income and its relationship to income taxation
- Knowledge and experience preparing and reviewing 706 estate tax returns
- Experience with reading Wills
- Experience with Trust Agreements
- Knowledge of various 706 schedules and requirements
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.
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, JD, or LLM in Taxation
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 deadlines
Pay range for CO applicants- $145,000-175,000 per year
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer
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
- Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
Salary : $145,000 - $175,000