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Chris Sorrells
Senior Manager, National Tax Office - Partnerships at BDO USA, LLP
Professional Background
Chris Sorrells is a prominent financial services expert specializing in tax advisory services within the partnership structure, currently serving as a Senior Manager at the National Tax Office for Partnerships at BDO USA, LLP. With a rich career history at BDO, Chris has held several key positions in the Financial Services Tax division. His professional journey began as an Associate, where he gained foundational knowledge and experience in financial services tax. This role quickly evolved as he became a Senior Associate, building on his expertise while managing complex tax issues for clients. His strong track record led him to become a Manager and eventually a Senior Manager, where he now plays an essential role in advising partnerships on various tax matters.
Throughout his tenure at BDO, Chris has demonstrated a commitment to understanding the intricacies of tax compliance and planning. His advancement through the ranks highlights his ability to not only provide exceptional client service but also to guide and mentor junior staff within the organization. His experience equips him with a comprehensive understanding of the financial services landscape, particularly as it pertains to tax strategies for partnerships—an area that comprises a significant portion of BDO's clientele.
Education and Achievements
Chris obtained his Bachelor’s Degree in Business Administration with a focus on Accounting from California Polytechnic State University-San Luis Obispo, a respected institution known for its strong emphasis on practical, hands-on learning experiences. During his time at Cal Poly, Chris did not only excel in his academic endeavors but also contributed significantly to campus initiatives. Notably, he served as the Promotions, Marketing, and Communication Committee Lead for the New Student Programs, which honed his leadership skills and provided him with invaluable experience in organizational communication and teamwork.
While juggling his studies, Chris also gained practical experience in the financial sector as a Student Accountant at the Cal Poly Low Income Taxpayer Clinic, where he applied his classroom knowledge to assist individuals needing tax preparation assistance and guidance. This experience was pivotal in shaping his understanding of the importance of accessibility to tax resources, especially for underserved communities. Additionally, his role as a Winter Tax Intern at Hayner, Hayner, Miller, & Crist, LLP gave him a valuable opportunity to work closely with established professionals in the field, further enhancing his expertise and laying a strong foundation for his future career at BDO.
Achievements
Chris Sorrells’s dedication to his profession is evident through the progressive responsibilities he has taken on throughout his career. His move to senior management at BDO USA, LLP underscores his commitment to excellence in financial services tax. As a Senior Manager, Chris leads a talented team that delivers exceptional tax consulting services to partnership clients, ensuring compliance and strategic planning in complex matters.
His ability to navigate the intricacies of partnership tax law has made him a trusted advisor, sought after by clients for his knowledge and proactive approach. By fostering strong relationships with both clients and colleagues, Chris plays a crucial role in the success of his team and the firm as a whole. His ongoing efforts to mentor young professionals reflect his commitment to the growth and development of future leaders in the financial services and tax advisory sectors.
Chris’s achievements are not only confined to his professional capabilities; they extend to his active involvement in community service and professional development initiatives. His background demonstrates a well-rounded individual dedicated not only to personal success but also to enhancing the broader financial services industry.
From his educational foundations at California Polytechnic State University to his significant roles at BDO USA, LLP, Chris Sorrells embodies excellence in tax advisory services and continues to be a valued asset to his clients and the professional community.
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Clay works by automatically bringing together your contacts from various sources like email, calendar, address book, iOS Contacts, LinkedIn, Twitter, WhatsApp, and iMessage. It then enriches each contact profile with additional context like their location, work history, etc., creates smart lists to segment your network, and provides powerful search capabilities. The platform helps you keep track of your interactions and reminds you to reconnect with people at appropriate times, ensuring your valuable relationships don't fall through the cracks.
Clay offers several powerful features including:
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Clay is considered the best personal CRM and team CRM on the market. Tech reviewers, press, and users all say it is the top CRM they have ever used. Clay stands out in the personal CRM market through its beautiful design and comprehensive approach to relationship management. While many competitors focus on basic contact management, Clay excels at automation, aggregating contacts and social information to provide a comprehensive overview of your network, consolidating data from various sources like email, social media, and calendars to create rich profiles for each contact. Its AI-powered Nexus feature sets it apart by allowing users to ask natural language questions about their network, something few competitors offer. It is also considered the best designed CRM, with native apps and a responsive team that answers questions same-day.
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Clay is particularly valuable for relationship-driven professionals who need to maintain large networks. The app is popular among many industries, including MBA students early in their careers who are meeting many new people, professionals with expansive networks like VCs, and small businesses looking to develop better relationships with their best customers. Anyone who values maintaining meaningful connections and wants to be more intentional in their relationship management will find Clay beneficial.
Clay offers competitive pricing in the personal CRM market. Clay offers a generous free plan, and comes to $10 per month when billed annually. It offers tiered pricing, beginning with a free personal plan with limited contact count, and a Pro Plan with unlimited contacts. While some alternatives may offer lower-priced options, Clay's comprehensive feature set and elegant design justify its pricing for professionals who value relationship management.
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