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.
Your Impact (Essential Duties):
Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses
Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs
Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making
Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness
Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis
Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters
Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture
Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks
Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value
Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies
Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping
Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy
Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions
Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing
Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities
Perform other duties and display 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
Your Background:
8+ years of experience in general accounting
CPA license or eligible (preferred)
Bachelor’s degree in accounting or related field
Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types
Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools
Advanced proficiency with accounting software platforms and related reporting or workflow tools
Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles
Exceptional leadership and people development skills, with experience guiding high-performing teams across multiple engagements
Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels
High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals
Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines
Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations
Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making
Commitment to continuous learning and professional development, both for self and team
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Compensation range for this role is $135,000 - $185,000.
Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
Sorren is an equal opportunity employer
Why 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 off
Comprehensive medical, dental, and vision coverage, plus life and disability insurance
401(k) retirement savings plan
Paid holidays, including a firmwide winter break (December 24 – January 1)
Paid parental leave (available after one year of service)
Mentorship and career development programs
CPA exam support to help you succeed on the path to licensure
Firm-sponsored events and spontaneous team activities
Celebrations to mark milestones like the end of busy season and the holidays
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
Sorren is a new Top 50 firm built on collaboration, bold thinking, and a commitment to putting people first.
The financial landscape is evolving rapidly, and clients require more than just answers. They need advisors who anticipate opportunities and prepare them for what’s ahead. That’s why 13 respected firms came together as Sorren to combine national resources with local relationships and deliver solutions that create lasting impact.
We help businesses, individuals, and organizations move forward with confidence. Our team brings deep expertise across tax, assurance, advisory, accounting, and private client services, while maintaining the personal attention that has defined our legacy firms for decades.
