• Manage indirect tax compliance, including sales and use tax and other transaction-based taxes across multiple jurisdictions.
• Oversee property tax filings, assessments, and related schedules for development and operating projects.
• Oversee state income tax compliance, including reviewing returns, managing apportionment methodologies, and analyzing state tax positions.
• Review and prepare responses and supporting documentation for state and local tax agency notices and audits.
• Monitor changes in indirect tax laws and regulations. Assess their impact on the business and implement process or system updates as needed.
• Collaborate cross-functionally with other departments within the organization. Provide guidance and strategic advice on indirect tax implications of business transactions, contracts, and new initiatives.
• Lead the forecasting of indirect tax liabilities, including sales/use tax and property tax, using operational data, historical trends, and business insights to support cash flow planning.
• Manage relationships with external tax advisors, including overseeing deliverables, reviewing work product, and ensuring alignment with the company’s objectives.
• Maintain organizational excellence in terms of project timelines and deliverables.
• Demonstrates the Clēnera Core Values of Caring, Committed, and Courageous.
• Other duties as assigned.

Tax Manager

• Write and produce practical tax content on a timely and regular basis with a focus on assigned news and features and gallery stories covering federal and state tax concepts and developments
• Assist the senior tax editor and the Kiplinger team with other editorial projects

Tax Writer

• 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

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