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James Sorenson joins Rehmann in Vero Beach as senior manager of advisory and tax services

Rehmann, a fully integrated financial services and advisory firm, announced James Sorenson has been hired as senior manager of advisory and tax services. Based in the firm’s Vero Beach office, Sorenson will be focused on serving high net-worth individuals and their closely held businesses.

With over 10 years of experience in tax consulting and compliance services, his areas of expertise include: individual tax, partnership tax, s-corporation tax and estate and trust consulting.

“James will be a strong addition to the team in Vero Beach and along the Treasure Coast, providing sound guidance and developing an understanding of our clients’ unique needs,” said Jeffrey Phillips, Regional Managing Principal “In this role, James will build close personal relationships with our clients and get to know their businesses inside and out.”

Sorenson holds two bachelor’s degrees—a bachelor’s in accounting from Long Island University, CW Post and a bachelor’s in business administration from SUNY Oswego. He is also an active member of the American Institute of Certified Public Accountants and the New York State Society of Certified Public Accountants.

As one of the largest financial services firms in the United States, Rehmann has nearly 900 associates across Michigan, Ohio and Florida. Rehmann’s associates are committed to working collaboratively to cultivate ideas, service and experience.

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