Full-Time
Tax Director
Sorren
National accounting and advisory services firm
No salary listed
Boise, ID, USA + 1 more
More locations: Meridian, ID, USA
In Person
 Accounting |
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- 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
- Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
- Sorren is an equal opportunity employer
- 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
Sorren is a national accounting and advisory firm formed in 2025 through the merger of 13 independent firms, backed by private equity. It provides tax, assurance, client accounting services (CAS), and business advisory to small and middle-market businesses, nonprofits, and individuals across healthcare, real estate, manufacturing, and technology; Sorren CPAs handles attest and Sorren, Inc. delivers tax and advisory services, linking local relationships with national resources. The firm distinguishes itself by combining local market presence with the scale of a national platform and by forming partnerships with like-minded firms focused on client relationships, community involvement, and technology. Its goal is to offer trusted, local advice backed by broad capabilities to help clients grow, manage risk, and navigate complex financial needs.
Company Size
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Company Stage
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Total Funding
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Headquarters
Meridian, Idaho
Founded
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Your Connections
People at Sorren who can refer or advise you
Simplify's Take
What believers are saying
- Connected Accounting adds technology-driven workflow automation and strengthens California CAS capabilities.
- Casey Neilon deepens Sorren’s West Coast advisory bench for entrepreneurs and families.
- Williams Overman Pierce expands North Carolina reach while preserving local offices and client continuity.
What critics are saying
- Integration friction across 13 firms can damage service quality within 12 months.
- Alternative practice structure creates independence and conflict risks if entity separation fails.
- Partner defections from legacy firms can trigger client losses and stall future acquisitions.
What makes Sorren unique
- Sorren united 13 firms in May 2025 under one national brand.
- Its alternative practice structure separates attest work from advisory and tax services.
- It combines local partner relationships with 27 U.S. offices and offshore delivery centers.
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Benefits
Health Insurance
Dental Insurance
Vision Insurance
Life Insurance
Disability Insurance
401(k) Retirement Plan
Paid Holidays
Parental Leave
Mentorship Program
Professional Certification Support
Flexible Work Hours
Paid Vacation
Company News
Sorren, a US tax and accounting firm, has acquired Los Angeles-based Connected Accounting, expanding its California presence. Founded in 2019 by Marie Greene, Connected Accounting uses technology to manage accounting workflows and improve efficiency. The deal strengthens Sorren's ability to offer scalable digital services whilst maintaining personalised client relationships. Greene said joining Sorren would accelerate growth and expand capabilities whilst preserving their client-first approach. Sorren was established in 2025 through the combination of regional companies with private equity backing. The Connected Accounting acquisition follows last month's addition of Texas-based Hess & Rohmer to Sorren's network. CEO Josh Tyree said Connected Accounting's technology-driven approach aligns with the firm's strategic priorities as the industry evolves toward a more digital future.
Casey Neilon joins Sorren, expanding Western presence. Meridian, Idaho-based IPA Top 100 firm Sorren (FY24 net revenue of $114.98 million) has announced that Casey Neilon, an accounting consultancy, has joined the firm's national network, strengthening its presence in the Western region. Founded in 2006, Casey Neilon was built on a philosophy of going beyond compliance to serve as a long-term, trusted advisor to entrepreneurs and their families. The firm has earned a strong reputation for guiding clients toward financial goals and supporting long-term success. "Joining Sorren is a meaningful step for our team and our clients," said Darsi Casey, shareholder at Casey Neilon. "We remain committed to the personal, advisory-focused service our clients rely on, while gaining the expanded resources and expertise of a national firm." "Casey Neilon brings exceptional talent, deep community roots, and a reputation for trusted guidance," said Josh Tyree, President of Sorren. "We're excited to welcome them to Sorren and establish our presence in Nevada together. This partnership strengthens our ability to deliver innovative, high-quality service to clients across the West region and beyond." Sorren was formed in 2025 through the combination of regional firms and private equity backing, with a strategy focused on building a nationally connected firm rooted in local markets.
HBK acquires New Jersey firm KHS. HBK acquired boutique firm KHS, expanding its geographic footprint into northern New Jersey. More from accounting today. The Trump administration agreed to procedures for student debt relief so borrowers who have their loans canceled this year don't get hit with a huge tax bill. The Top 75 Firm launched Mary Street Capital, an investment bank affiliate, to expand its advisory capabilities and serve family- and founder-owned middle-market businesses. Top 25 Firm Cherry Bekaert is making its first foray into the Pennsylvania market by acquired Regional Leader Herbein + Co. The Internal Revenue Service spelled out some of the services that will be limited or unavailable during the government shutdown. Private equity-backed firm Sorren acquired Healthworks, a healthcare consulting firm specializing in healthcare disputes and arbitration hearings.
A North Carolina accounting firm with a Wilmington office recently announced its merger with Sorren, a national tax, accounting and advisory firm. Williams Overman Pierce is a full-service CPA and advisory firm, with offices in Greensboro, Raleigh and Wilmington at 1508 Military Cutoff Road, Suite 300. According to a news release, the company will rebrand as Sorren, following its recent merger. Williams Overman Pierce was founded in Greensboro in 1971 and has expanded over the years. Today, the firm has six partners and approximately 40 employees who focus on accounting, attest, tax and consulting services for businesses and organizations in various industries. “Williams Overman Pierce’s merger with Sorren solidifies the firm’s continued growth and investment in North Carolina, bringing together the local insight of Williams Overman Pierce with the resources and scale of a national firm,” the release stated. “Williams Overman Pierce’s team will continue to serve clients from its current local offices, now as part of the Sorren family.” Sorren was formed this year through the combination of “leading regional firms, with a vision to build a modern, nationally connected firm rooted in local relationships and specialized service,” the release stated. Sorren’s website lists locations across the U.S., including offices in California, Oregon, Illinois, Texas and Tennessee, among other states. “Williams Overman Pierce is a firm with a strong reputation, deep client relationships and a commitment to quality that aligns perfectly with Sorren’s vision,” Sorren President Josh Tyree wrote in the release. “Their presence in North Carolina expands our reach in a strategically important region and strengthens our ability to serve clients with both national resources and local insight.” George Lambert, managing partner of Williams Overman Pierce, wrote that joining Sorren is a “natural next step” for the firm and its clients. “We’re gaining access to expanded resources and capabilities while continuing to offer the quality service our clients expect,” he wrote. “It’s an exciting opportunity for our team and the communities we serve.”