Full-Time
Tax Manager
Sorren
National accounting and advisory services firm
No salary listed
Medford, OR, USA + 4 more
More locations: Boise, ID, USA | Twin Falls, ID, USA | Bend, OR, USA | Ketchum, ID, USA
In Person
Relocation package available for the Ketchum, Idaho office.
Bachelor's
 Accounting (1) |
|---|
Get referred to Sorren
See people who can refer or advise you
- 5-10 years of experience in tax preparation.
- A certified public accountant license or eligibility for licensure.
- A bachelor's degree in accounting or a 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.
- Review complex individual, corporate, and partnership tax returns and prepare highly complex returns as needed.
- Foster and develop meaningful client relationships, address tax issues, and coordinate 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 while staying updated on tax laws and best practices.
- Manage engagements, prioritize tasks, and meet deadlines.
- Perform other duties and 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
N/A
Company Stage
N/A
Total Funding
N/A
Headquarters
Meridian, Idaho
Founded
N/A
Get referred to Sorren
See people who can refer or advise you
Simplify's Take
What believers are saying
- August 4, 2026 Sorren named one of IPA's Fastest-Growing Firms.
- August 6, 2026 Sorren added Nevada firms PPG and CPPR, deepening healthcare advisory.
- January 20, 2026 Josh Tyree became CEO, sharpening execution after formation.
What critics are saying
- Sorren depends on acquisitions; four 2026 deals and 2025 rollups strain integration.
- Alternative practice structure invites compliance failures if attest independence blurs across Sorren entities.
- One partner revolt can fracture local brands, trigger client exits, and kill the roll-up.
What makes Sorren unique
- May 2025 Sorren united 13 firms into a PE-backed national platform.
- Sorren CPAs, P.C. separates attest work from Sorren, Inc.'s advisory services.
- August 2026 Sorren ranked No. 46 in IPA Top 100, with 24 offices.
Help us improve and share your feedback! Did you find this helpful?
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 adds two Nevada firms. Updated August 7, 2026, 1:56 pm Meridian, Idaho-based Sorren (FY25 net revenue of $193.3 million) added two Reno, Nev.-based firms, Persing Professional Group (PPG) and Carefree Professional Practice Resources (CPPR), expanding the firm's presence in northern Nevada. PPG provides tax, accounting, consulting, succession planning, cash flow management and CFO advisory services to privately held businesses and their owners. The firm serves clients in health care, construction and service-related industries. CPPR is a specialized tax and accounting firm serving dental practices and professionals, providing guidance on financial, tax and operational matters specific to the dental industry. "These two firms represent exactly the kind of organizations we want to align with - deeply rooted in their communities, committed to their clients and focused on creating opportunities for their people," said Sorren CEO Craig Grooms. The additions expand Sorren's presence in northern Nevada and add capabilities in health care, professional services and business advisory.
Gorfine, Schiller & Gardyn joins Sorren, bringing 90+ years of CPA expertise to Sorren’s growing national platform.
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.