Accounting Operations Manager

🕒 April 30

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Sorren

WebsiteLinkedInAll Job Openings

1001 - 5000 employees

Founded 2025

🤝 B2B

💸 Finance

🤝 Non-profit

B2B • Finance • Non-profit

Sorren is a Top-50 accounting and advisory firm formed by like-minded leaders from 13 firms, providing assurance, tax, accounting, advisory, and private client services. The firm offers audits, tax planning and representation, bookkeeping, controller/CFO services, business valuations, transaction and forensic advisory, and family office and estate planning services for businesses, nonprofits, government entities and high-net-worth individuals. Sorren emphasizes local community engagement, proactive strategic guidance, and tailored solutions to help clients grow and manage complex financial and compliance needs.

📋 Description

• Deliver a smooth and efficient customer onboarding experience for Sorren’s bookkeeping services and related add-ons, including but not limited to technology/SaaS, e-commerce, cryptocurrency, and advanced Controller and CFO services. • Apply strong technical accounting expertise to review new client financials, identify complexities, risks, gaps, and historical issues, and determine the appropriate scope of work. • Clearly communicate onboarding requirements, cleanup needs, timelines, and expectations to clients, ensuring alignment before work begins. • Partner closely with Accounting team members to translate identified complexities into actionable plans and ensure proper execution. • Set the tone for a proactive and collaborative relationship between the customer and the Accounting Team. • Support Sorren CAS team members by answering questions related to complex and advanced accounting issues, providing guidance, and removing roadblocks so teams can maintain productivity. • Troubleshoot advanced accounting and operational problems, develop action plans, and recommend solutions or additional services when appropriate. • Perform special projects that support Sorren’s internal CAS operations and focus on improving efficiency, consistency, and quality. • Work collaboratively across Operations, Accounting, Tax, and other internal stakeholders to ensure smooth handoffs and shared accountability. • Support healthy client relationships by serving as a point of coordination and escalation on assigned accounts, working collaboratively with internal teams as needed.

🎯 Requirements

• Bachelor’s degree in Accounting or a related field, or equivalent relevant experience • 5–8+ years of experience in accounting, client onboarding, or operations-focused roles • Strong understanding of full-cycle accounting and complex accounting scenarios • Proven ability to assess messy or incomplete books and set realistic expectations • Strong written and verbal communication skills • Demonstrated success working in collaborative, cross-functional environments • Highly organized, detail-oriented, and able to manage multiple priorities • Comfortable working independently while partnering closely with others.

🏖️ Benefits

• 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