Intern · Large regional
Sorren · Houston, Texas
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Organize, scan, enter, and maintain client tax documents and assist with tax engagement administration.
Worth knowing: CPA exam support offered to employees pursuing licensure
“CPA exam support to help you succeed on the path to licensure”
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, 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 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: Your Impact (Essential Duties) Assist with organizing, scanning, uploading, and maintaining client tax documents within firm systems Support the tax team by tracking receipt of client information and helping ensure all required documentation is collected timely Assist with preparing and assembling tax return packages, engagement files, and related correspondence Enter and maintain client and tax-related information in firm databases and workflow management systems with accuracy and attention to detail Help monitor filing deadlines, extension requests, and return statuses to support efficient workflow management Assist with electronic filing processes, including preparation and tracking of signature documents and authorizations Support administrative aspects of tax engagements, including document requests, file maintenance, and data verification Communicate clearly with internal team members regarding missing information, document issues,...
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