Tax Director

Job not on LinkedIn

November 3

🤠 Texas – Remote

Although this job is listed in Texas, this company may be open to hiring remote in other states.

⏰ Full Time

🔴 Lead

💰 Tax

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Sorren

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B2B • Finance • Non-profit

Sorren is a Top-50 accounting and advisory firm formed by like-minded leaders from 13 firms, providing assurance, tax, accounting, advisory, and private client services. The firm offers audits, tax planning and representation, bookkeeping, controller/CFO services, business valuations, transaction and forensic advisory, and family office and estate planning services for businesses, nonprofits, government entities and high-net-worth individuals. Sorren emphasizes local community engagement, proactive strategic guidance, and tailored solutions to help clients grow and manage complex financial and compliance needs.

1001 - 5000 employees

Founded 2025

🤝 B2B

💸 Finance

🤝 Non-profit

📋 Description

• Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses • Oversee and ensure the quality of the most complex tax engagements, from planning through compliance, with a focus on accuracy, efficiency, and alignment with client objectives • Serve as a primary advisor on advanced tax strategies such as M&A structuring, succession planning, entity optimization, and long-term tax minimization • Develop and lead comprehensive engagement strategies, working with internal specialists (estate, SALT, international) and external advisors (attorneys, bankers) to deliver integrated solutions • Stay ahead of evolving tax legislation and industry developments, distilling complex topics into actionable insights for clients and internal stakeholders • Act as the technical authority on key issues affecting the firm’s clients, translating regulatory change into firmwide guidance, tools, and training • Oversee compliance and reporting practices to ensure full adherence with federal, state, and local regulations while continuously seeking ways to maximize after-tax profits • Promote continuous improvement by refining tax processes, strengthening internal controls, and advancing documentation and workflow tools for scalability • Manage and develop a high-impact team, including senior managers and managers, through coaching, feedback, performance planning, and succession development • Cultivate deep and enduring client relationships, positioning the firm as a strategic partner in business and financial decision-making • Collaborate across service lines (assurance, advisory, client accounting) to offer clients holistic value and drive cross-functional opportunities • Support business development, including client pitch meetings, proposal review, pricing strategy, and expansion of services within key accounts • Represent Sorren in the marketplace, attending industry events and networking opportunities to enhance the firm’s visibility and thought leadership • Champion a culture of continuous learning, including leading firm trainings, promoting professional certifications (e.g., CPA, EA, MST), and modeling excellence in all areas of client service and leadership • Direct resource planning and allocation for the tax team, ensuring optimal productivity, utilization, and engagement profitability • 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

🎯 Requirements

• 10+ years of experience in tax preparation • CPA license or eligible • Bachelor’s degree in accounting or related field • Expert-level command of U.S. tax law across federal, state, and local jurisdictions, with the ability to interpret nuanced legislation and guide the firm and clients through complex regulatory environments • Proven track record in leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations, including M&A structuring, estate planning, and business succession • Strategic thinker with strong financial acumen, capable of integrating tax strategy into broader business planning and advising clients at the ownership and executive level • Mastery of tax compliance and research technology, with a demonstrated ability to assess, implement, and optimize systems that improve accuracy, efficiency, and client insights • Proven leadership in managing and scaling teams, including mentoring senior managers and future leaders, fostering a culture of accountability, growth, and technical excellence • Exceptional executive communication skills, including the ability to influence C-suite clients, simplify highly technical content, and lead critical conversations both internally and externally • Business development acumen, with experience in expanding existing relationships, winning new engagements, and participating in pricing and proposal strategies aligned with firm goals • Advanced project leadership skills, with the capacity to oversee multiple large-scale engagements simultaneously, allocate resources effectively, and drive profitability • Forward-thinking and innovative, consistently contributing to internal knowledge leadership, policy development, and process improvements across the tax function • Respected internal advisor, often consulted by peers and firm leadership on regulatory shifts, high-impact tax risks, and opportunities for service expansion • Commitment to continual learning and professional development, maintaining expert-level knowledge and setting the tone for excellence through teaching, mentoring, and example • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

🏖️ Benefits

• 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