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Tax Manager

Sorren

Madison, WI · Posted October 28, 2026

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About the job

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:

Responsible for preparing, reviewing, and managing individual, corporate, and partnership tax returns, supporting tax compliance through accounting tasks, and addressing complex tax issues as appropriate. This position requires collaboration with team members, effective communication with clients, supervising and mentoring junior staff, and maintaining deadlines while ensuring compliance with tax regulations.

Your Impact (Essential Duties):

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 quarterly and annual accounting procedures to support tax preparation

Analyze organizational structures for tax impacts and ensure accurate filings

Prepare estimated tax liabilities and provide strategic tax planning

Supervise, train, and mentor team members, 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

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

Manage engagements, prioritize tasks, and meet deadlines

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:

5-10 years of experience in tax preparation

CPA license or eligible

Bachelor’s 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

High attention to detail and accuracy in financial and tax work

Analytical skills to address and resolve complex tax issues

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

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.