Tax and Operations Coordinator

Our FirmSorren 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, assurance, tax, advisory, and private client services.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 JourneyOur 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:We are seeking a highly organized and proactive Tax and Operations Coordinator to support the day-to-day operations of our tax practice while helping deliver a seamless and professional experience for our clients.In this role, you will serve as a key operational partner to our tax professionals, working closely with the tax department head and team members to help manage workflows, track project progress, and support communication with clients. Your work will play an important role in ensuring tax enagements move efficiently from intake through completion.This position blends tax operations coordination, client service, and administrative support, making it an ideal opportunity for someone who enjoys working in a fast-paced professional services environment and wants to play a central role in supporting a high-performing tax team.Key ResponsibilitiesTax Practice CoordinationSupport the overall workflow and organization of the tax department to help ensure projects stay on track and deadlines are met.Responsibilities Include:Assisting with tax engagement workflow coordination and project trackingSupporting communication between tax professionals, administrators, and clientsMonitoring the tax administration inbox and ensuring inquiries are routed and addressed promptlyAssisting with client onboarding and offboarding processesSupporting client database updates and engagement recordsHelping investigate issues such as rejected e-filings or extensions and coordinating follow up as neededGenerating reports related to tax deadlines and project statusAssist tax leadership with financial visibility into engagements and client accounts.Responsibilities Include:Preparing Work in Progress (WIP) reports, including monitoring balances over 90 daysSupporting Accounts Receivable tracking, including maintaining status updates on balances over 60 daysEntering and tracking billable expenses related to client engagementsSupporting partners with expense reporting and engagement financial trackingSupport internal tracking tools and processes that help the tax team operate efficiently.Responsibilities Include:Maintaining the weekly utilization tracker for the teamAssisting with client inactivation and engagement status trackingSupporting operational projects and administrative initiatives within the tax practiceSupport initiatives that strengthen team culture and community engagement.Responsibilities Include:Coordinating team events and registrationsPreparing or organizing materials for internal or external eventsAssisting with community sponsorship participation and guest attendanceProvide administrative and logistical support to partners and leadership to help keep operations running smoothly.Responsibilities Include:Supporting special projects and administrative initiativesAssisting with event coordination and communicationManaging office supply needs, including event materials and shared office itemsSupporting conference room setup and meeting logisticsCoordinating building maintenance or facility needs as they ariseQualificationsThe ideal candidate will bring experience in tax administration, professional services coordination, or office operations, preferably within a public accounting or financial services environment.Successful Candidates Will Demonstrate:Strong organizational and time management skillsExcellent written and verbal communicationAttention to detail and ability to manage multiple prioritiesProficiency with Microsoft Office and business software toolsComfort working with tax software or document management systemsA collaborative, service-oriented mindsetProfessionalism when interacting with clients and leadershipWhy Choose Us? At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.What We Offer*: Generous paid time offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations to mark milestones like the end of busy season and the holidaysBenefits are available to full-time employees regularly scheduled to work at least 30 hours per week.© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.