What are the responsibilities and job description for the Tax Administrative Assistant 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
Essential Functions
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
Essential Functions
- Provide general administrative support to the Tax team and leadership.
- Assist with project initiation and route client documents for preparation (SurePrep, Outsource, or internal).
- Coordinate with clients and Client Service Managers to schedule project delivery dates.
- Restore QuickBooks files for tax preparation.
- Create and manage engagement letters; obtain client signatures prior to project start.
- Contact clients to ensure requested documents are received and follow up on missing items.
- Support the production and delivery of client organizers.
- Help coordinate internal and external planning meetings with clients.
- Maintain project status in Office Tools and assist with updates.
- Add items to engagement binders and tax preparation software.
- Assist with processing and delivery of tax returns; confirm delivery methods with Client Service Managers.
- Ensure project roll-forwards for subsequent year planning.
- Contribute to a positive and organized office environment.
- 2-3 years of experience in administrative support or office management (experience in a professional services or accounting firm is a plus).
- Strong written and verbal communication skills.
- Highly organized, detail-oriented, and able to manage multiple priorities.
- Proficient in Microsoft Office Suite (Word, Excel, Outlook); comfortable with technology and learning new software.
- Professional demeanor and a team-oriented attitude.
- Reliable, proactive, and committed to delivering high-quality support.
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.