Tax Director

Tax Director

Madison, WI

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, tax, advisory, and wealth management.

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.

Your Impact

· Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed

· Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings

· Perform detailed reviews and provide feedback to ensure high-quality work

· Review staff preparation of tax returns of all types

· Supervise, train, and mentor Tax Management team, conducting regular performance reviews

· Research and document complex tax issues, presenting guidance and solutions

· Communicate tax planning solutions with clients and other professionals involved in the client relationship when needed

· Communicate effectively with clients and team members on projects and deadlines

· Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices

· Business development

· Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership

Your Background

· 10 years of experience in tax preparation and leadership of a tax team

· CPA or EA license

· Bachelors degree in accounting or related field

· Expertise in tax laws, regulations, and compliance requirements

· Ability to adapt to tax law changes and provide strategic tax planning

· Proficiency in tax preparation software and related tools

· Strong leadership, communication, and mentoring skills

· Excellent organizational skills to manage multiple priorities and meet deadlines

· Analytical skills to address and resolve complex tax issues

· Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Other Items

· 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

Job Type: Full-time

Pay: $170,000.00 - $200,000.00 per year

Benefits:

• 401(k)
• 401(k) matching
• Bereavement leave
• Dental insurance
• Disability insurance
• Flexible schedule
• Flexible spending account
• Health insurance
• Health savings account
• Life insurance
• Paid time off
• Parental leave
• Referral program
• Retirement plan
• Vision insurance

Schedule:

• Monday to Friday
• Year round work

Work Location: Hybrid remote in Madison, WI 53717