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. 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 Lead the intake of new estates and assist clients with estate administration issues. 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. © 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms. Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people possible. Our continued success depends on it! Once you’ve had the chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process and new postings that might interest you! Don't see the position you are looking for? Join Our Talent Community! Thank you for your interest in working on our team! Sorren, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law. Third-Party Resume Submission Policy Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

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