What are the responsibilities and job description for the 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 individual, corporate, and partnership tax returns
Perform quarterly and annual accounting to support tax preparation
Review prior returns and documents to identify and address missing information
Record tax information with attention to big-picture implications, including related entities
Ensure data accuracy and communicate necessary information for tax filings
Calculate quarterly and annual estimated tax liabilities accurately
Participate in tax planning as experience allows to identify client opportunities
Communicate with team members and clients, as directed, to support tax projects
Contribute to team efforts and maintain professional development through training
Manage time effectively to meet deadlines and prioritize engagements
Perform other duties and display 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
CPA license or eligible
Bachelor’s degree in accounting or related field
Understanding of tax laws and ability to adapt to changes
Proficiency with tax preparation software and related tools
Strong communication, organizational, and interpersonal skills
High attention to detail and accuracy in calculations and records
Capability to follow procedures and produce high-quality work
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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):
Prepare individual, corporate, and partnership tax returns
Perform quarterly and annual accounting to support tax preparation
Review prior returns and documents to identify and address missing information
Record tax information with attention to big-picture implications, including related entities
Ensure data accuracy and communicate necessary information for tax filings
Calculate quarterly and annual estimated tax liabilities accurately
Participate in tax planning as experience allows to identify client opportunities
Communicate with team members and clients, as directed, to support tax projects
Contribute to team efforts and maintain professional development through training
Manage time effectively to meet deadlines and prioritize engagements
Perform other duties and display 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
CPA license or eligible
Bachelor’s degree in accounting or related field
Understanding of tax laws and ability to adapt to changes
Proficiency with tax preparation software and related tools
Strong communication, organizational, and interpersonal skills
High attention to detail and accuracy in calculations and records
Capability to follow procedures and produce high-quality work
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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.