Senior Tax Associate

🕒 January 24

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Sorren

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2025

🤝 B2B

💸 Finance

🤝 Non-profit

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.

📋 Description

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41. • Draft technical project documentation, ensuring audit readiness and alignment with IRS standards. • Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting. • Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors. • Ensure formatting, terminology, and content align with firm templates and quality standards. • Maintain clear, organized workpapers and documentation in accordance with internal processes. • Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems. • Participate in internal initiatives related to methodology improvements, technical training, and documentation standards. • Adhere to SOPs, internal style guides, and quality control procedures. • Take full responsibility for the quality and completeness of assigned tasks and reviews. • Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables. • Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery. • Ownership of meeting personal KPI metrics. • Communicate effectively with team members and clients, providing updates and addressing questions. • Supervise, train, and mentor associates and interns to enhance team performance and skill development. • Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving. • Stay updated on tax laws and best practices through ongoing training and independent learning. • Manage engagements efficiently, meeting deadlines, particularly during high-demand periods. • 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

• Bachelor’s degree required (e.g., Engineering, Computer Science, Biology, Accounting, or related technical discipline) • Minimum of 1-3 years of experience in R&D tax credit consulting • In-depth understanding of tax laws, regulations, and compliance requirements • Proficiency in tax preparation software and accounting tools • Excellent attention to detail and accuracy in calculations and document reviews • Strong verbal and written communication skills to effectively interact with clients and team members • Exceptional organizational and time management skills to handle multiple priorities and meet deadlines • Leadership and mentoring abilities to supervise and develop junior staff • 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