Full-Time
Senior Tax Manager
Sorren
National accounting and advisory services firm
No salary listed
Houston, TX, USA
In Person
 Accounting (1) |
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- 8+ years of experience in tax preparation
- CPA license or eligible
- Bachelor’s degree in accounting or related field
- Experience working with High-Net-Worth/ Private Clients
- Strong technical background in Investment Partnerships and Private Equity
- Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
- Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
- Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
- Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
- Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
- Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
- Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
- High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
- Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
- 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
- Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
- Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
- Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
- Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
- Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
- Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
- Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
- Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
- Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
- Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions
- Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
- Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
- Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
- Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
- 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
N/A
Company Stage
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Total Funding
N/A
Headquarters
Meridian, Idaho
Founded
N/A
Simplify's Take
What believers are saying
- Acquired Connected Accounting, adding LA tech workflows for digital efficiency.
- Added Casey Neilon, expanding Nevada presence with trusted entrepreneurial advisory.
- Integrated Healthworks, bolstering healthcare disputes and arbitration expertise.
What critics are saying
- Baker Tilly-Moss Adams $7B merger creates competitor with 3-4x Sorren's revenue.
- Rapid acquisitions of 6+ firms post-2025 launch trigger integration failures.
- DFW Capital demands erode partner autonomy, causing 85 founding partners to depart.
What makes Sorren unique
- Sorren merges 13 BDO Alliance firms into top-50 national player with $170M revenue.
- Alternative structure splits Sorren CPAs for attest and Sorren Inc. for advisory.
- 300 offshore employees in India, Philippines, St. Lucia enable cost-efficient scaling.
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Benefits
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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.”