Sorren

Controller

• Manage and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities
• Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns
• Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs
• Identify and address material misstatements, inconsistencies, and risks in financial reports
• Provide advisory and financial consulting services to clients, leveraging industry expertise
• Prepare engagement budgets and monitor performance to ensure efficient use of resources
• Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
• Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members
• Research complex accounting issues and present recommendations with supporting documentation
• Communicate effectively with team members and clients to address project statuses and financial concerns
• Participate in training programs and independent learning to maintain and expand technical knowledge
• Demonstrate time management skills to prioritize engagements and ensure timely delivery of work
• Perform other duties and display 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

E-Commerce Controller

Collections

• Oversee daily billing operations and invoice processing to ensure accuracy, timeliness, and compliance.
• Review and approve invoices, adjustments, write-ups/downs, and billing corrections prior to release.
• Serve as a subject matter expert on CCH billing software, time and billing systems, and revenue cycle processes.
• Support implementation of standardized billing procedures, billing controls, and workflow improvements.
• Monitor accounts receivable aging reports and support collection efforts on outstanding balances.
• Partner with internal teams and clients to resolve billing disputes, invoice questions, and payment issues.
• Collaborate with A/R staff to ensure accurate payment posting, receivable reconciliation, and collections tracking.
• Assist with month-end close processes related to billing and accounts receivable.
• Mentor billing and A/R staff through guidance, training, and real-time problem solving.

Billing and Collections Supervisor

• Provide strategic leadership and oversight for the firm’s most complex tax engagements.
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches.
• Maintain current in-depth knowledge of and able to read and interpret estate planning documents such as trusts and wills.
• Prepare or review a diverse variety of complex returns for our high-net-worth clients and their personal holdings, which includes preparation or review of personal, partnership, corporate, trust, foundation, and gift tax returns, related tax work papers, and financials.
• Knowledge and experience preparing and reviewing complex 1040 individual tax returns.
• Knowledge and experience preparing and reviewing 709 gift tax returns.
• Understanding of gift and Generation Skipping Transfer (GST) tax rules.
• Knowledge and experience preparing and reviewing 1041 estate and trust tax returns.
• Electing Small Business Trust (ESBT) Returns.
• Trust accounting concepts.
• Understanding of Distributable Net Income and its relationship to income taxation.
• Knowledge and experience preparing and reviewing 706 estate tax returns.
• Experience with reading Wills.
• Experience with Trust Agreements.
• Knowledge of various 706 schedules and requirements.
• Lead the intake of new estates and assist clients with estate administration issues.
• 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.
• 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.

Senior Tax Manager – Estate, Trust, Gift

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
• Foster and develop meaningful client relationships, addressing tax issues and coordinating 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; stay updated on tax laws and best practices
• Manage engagements, prioritize tasks, and meet deadlines
• 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

Tax Manager

• Prepare and review individual, corporate, partnership, and consolidated tax returns
• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
• Identify organizational structures and related entities for tax implications and big-picture impacts
• Ensure accurate and complete data for filings, identifying and communicating missing information
• Calculate quarterly and annual estimated tax liabilities accurately
• Conduct tax planning to identify opportunities for improvement and added value for clients
• Research and resolve complex tax issues, providing guidance and recommendations
• Communicate effectively with team members and clients, providing updates and addressing questions
• Supervise, train, and mentor associates and interns to enhance team performance and skill development
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving
• Stay updated on tax laws and best practices through ongoing training and independent learning
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods
• 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

E-Commerce Controller

Billing and Collections Supervisor

Senior Tax Manager – Estate, Trust, Gift

Tax Manager

Tax Senior Associate