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, tax, advisory, and wealth management.
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:
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Manage multiple U.S. not-for-profit tax engagements from planning through completion.
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Review and supervise the preparation of Form 990, Form 990-EZ, Form 990-PF, Form 990-T, and related schedules.
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Review financial statements, trial balances, and supporting documentation to ensure accurate tax reporting.
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Ensure compliance with IRS regulations and applicable tax laws governing tax-exempt organizations.
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Research complex technical tax issues and provide practical recommendations.
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Coordinate directly with U.S. engagement teams and clients to resolve tax and accounting matters.
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Monitor engagement budgets, timelines, and deliverables.
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Identify process improvement opportunities to enhance efficiency and quality.
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Train, mentor, and develop staff and senior associates through technical guidance and performance feedback.
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Participate in workflow planning, resource allocation, and team management.
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Maintain high-quality standards and ensure timely delivery during peak filing seasons.
