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Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expert-level command of U.S. tax law and compliance across federal, state, and local jurisdictions, with a proven ability to lead complex tax engagements and develop strategic client relationships. Exhibits strong leadership in managing teams, driving business development, and fostering professional growth within the tax function.
Highest-signal resume keywords
CPA LicenseExpert-Level U.S. Tax LawM&A StructuringTax Compliance TechnologyBusiness Development Experience
About the role
Key responsibilities & impact- Lead the strategic vision and execution of the tax function across complex client portfolios
- Oversee the quality of complex tax engagements from planning through compliance
- Advise on M&A structuring, succession planning, entity optimization, and long-term tax minimization
- Develop engagement strategies with internal specialists and external advisors
- Monitor tax legislation and industry developments and provide actionable insights
- Act as technical authority on key client issues and create firmwide guidance, tools, and training
- Oversee compliance and reporting practices across federal, state, and local regulations
- Refine tax processes, strengthen internal controls, and improve documentation and workflows
- Manage and develop senior managers and managers through coaching, feedback, performance planning, and succession development
- Cultivate client relationships and position the firm as a strategic partner
- Collaborate across assurance, advisory, and client accounting service lines
- Support business development, client pitches, proposals, pricing, and account expansion
- Represent Sorren at industry events and networking opportunities
- Lead firm trainings and promote professional certifications
- Direct tax team resource planning and allocation
- Meet annual billable-hour and other productivity targets
- Perform other duties assigned by firm leadership
Requirements
What you’ll need- 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
- Proven track record leading sophisticated tax planning engagements for high-net-worth individuals, multi-entity structures, and cross-border operations
- Experience with M&A structuring, estate planning, and business succession
- Strategic thinking and strong financial acumen
- Mastery of tax compliance and research technology
- Proven leadership managing and scaling teams, including mentoring senior managers and future leaders
- Exceptional executive communication skills
- Business development experience expanding relationships, winning engagements, and participating in pricing and proposal strategies
- Advanced project leadership skills overseeing multiple large-scale engagements
- Commitment to continual learning and professional development
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits
Comp & perks- Generous paid time off
- Comprehensive medical, dental, and vision coverage
- 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
- Flexibility to enjoy life outside of work
- Benefits available to full-time employees regularly scheduled to work at least 30 hours per week
ATS Keywords
✓ Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Tax PreparationTax Planning EngagementsEstate PlanningSuccession PlanningCross-Border OperationsTax ComplianceTax ResearchFinancial AcumenProject LeadershipInternal Controls
Soft Skills
Strategic ThinkingExecutive CommunicationMentoringCoachingClient Relationship Management
Certifications & Qualifications
CPA License
Industry Keywords
Tax FunctionClient PortfoliosCompliance PracticesFederal RegulationsState RegulationsLocal RegulationsEngagement StrategiesProfessional DevelopmentNetworking OpportunitiesBillable-Hour Targets