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Pisenti & Brinker is now Sorren! We may have a new name but were still committed to the communities that helped us grow. What started as conversations between like-minded leaders is now a national firm grounded in shared values, local relationships, and a bold vision for the future of the profession.
Summary :
As a Tax Director at Sorren, you will play a crucial role in managing a book of business, acting as a technical resource and advisor to the tax department, having expertise in certain technical niches, and mentoring staff on technical and professional development. You will be responsible for providing strategic tax planning, compliance, and consulting services to our clients while ensuring the highest level of quality and client satisfaction.
- Client Engagement : Act as the primary point of contact for high-profile clients, providing expert tax advice and solutions to meet their specific needs
- Tax Planning : Develop and implement tax strategies to minimize clients' tax liabilities while ensuring compliance with all relevant tax laws and regulations
- Team Leadership : Lead project-based teams and mentor a team of tax professionals, including Tax Managers and Tax Staff, providing guidance, training, and fostering a collaborative and productive work environment
- Act as a leader within the department to support Firm values, processes, and initiatives
- Compliance : Oversee the preparation and review of complex tax returns, including individual, corporate, partnership and trust returns, ensuring accuracy and adherence to deadlines
- Research : Stay up-to-date with changes in tax laws and regulations, conduct research on tax issues, and provide insights to clients and the firm
- Client Relationship Management : Cultivate and maintain strong client relationships through excellent communication and a deep understanding of their financial goals
- Tax Strategies : Identify opportunities for tax-saving strategies and advise clients on financial decisions that align with their objectives. Proficient in advising clients on choice of entity, starting a business, affiliated entity structuring, selling a business, and other related transactions
- Quality Control : Be involved in and advise tax department leadership with respect to tax quality control procedures to ensure the accuracy and consistency of tax services provided by the department
- Successfully manage a book of business by ensuring :
- A high level of client service
- Quality of work product
- Adherence to Firm risk management and departmental policies
- Reasonable realization
- Leverage of staff
- Timely billing and collections
- Coordination and collaboration with other practice areas
- Support of others within the Firm (Relationship Managers, Partners, Principals) on the performance of client tax projects
Seniority level
Seniority level
Director
Employment type
Employment type
Full-time
Job function
Job function
Accounting / Auditing
Industries
Accounting
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