Assurance Director

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Sorren

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

• Provide strategic oversight and leadership for the planning, execution, and delivery of the firm’s most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures • Serve as the firm’s lead technical authority on GAAP, GAAS, PCAOB standards, and SEC reporting, providing critical guidance on complex accounting issues such as revenue recognition, lease accounting, consolidations, and internal controls • Direct and review the preparation and distribution of all periodic financial statements for external reporting, ensuring compliance with professional standards, firm policies, and regulatory requirements • Advise senior leadership and clients on trends and changes in accounting standards and regulatory reporting requirements; recommend and implement best-practice responses • Oversee all engagement strategies and ensure alignment with client goals, risk management protocols, and evolving industry and regulatory expectations • Act as a liaison with external auditors and regulators where applicable, and coordinate preparation of materials for boards, audit committees, or shareholders as needed • Approve engagement budgets and resource planning, ensuring profitability while maintaining quality standards and effective use of staff • Drive innovation and process improvement by enhancing audit methodology, adopting emerging technologies, and evaluating new tools and workflows to increase efficiency and quality • Mentor, coach, and develop senior managers and managers, overseeing their progression and succession planning while fostering a culture of accountability, technical growth, and collaborative leadership • Review and approve all major deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, compliance, and strategic insight • Serve as a trusted advisor to clients, helping them interpret audit outcomes, understand business implications, and strengthen internal financial reporting functions • Lead firm-wide business development efforts by contributing to proposals, pricing strategies, client pitches, and relationship expansion initiatives • Champion firm values and culture, contributing to key initiatives, promoting inclusion and collaboration, and representing Sorren at professional associations, conferences, and community forums • Maintain technical and leadership excellence through continuous learning, thought leadership, and participation in standard-setting and industry advocacy groups • 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 and team performance and overall firm productivity

🎯 Requirements

• 10+ years of experience in assurance-related work • CPA license • Bachelor’s degree in accounting or a related field • Authoritative expertise in U.S. GAAP, GAAS, PCAOB, and SEC regulations, with the ability to interpret complex and evolving accounting standards and advise on their practical application across a wide range of industries and client structures • Extensive experience leading high-profile and high-risk assurance engagements, including group audits, public company audits, and engagements involving significant estimates, judgments, or internal control considerations • Mastery of assurance technologies and analytics platforms, with a proven ability to assess, implement, and optimize tools to enhance engagement efficiency, data accuracy, and business insights for clients • Demonstrated success in managing and developing senior leaders, including mentoring Senior Managers and Managers through succession planning, performance coaching, and technical development • Exceptional executive communication skills with the ability to build trusted relationships at the C-suite and board levels, lead critical conversations with clients, and represent the firm in regulatory or oversight contexts • Strategic advisory mindset, capable of aligning assurance services with clients’ business goals, risk profiles, and growth strategies, while contributing to the firm’s long-term vision and innovation efforts • Strong financial and operational acumen, including the ability to evaluate engagement profitability, oversee budget planning, and drive continuous improvement in resource utilization and service delivery • Advanced problem-solving and risk management capabilities, with the judgment to resolve complex technical and client service challenges, and the foresight to mitigate engagement and firm-level risk • Proven contributor to firm-wide initiatives, including methodology enhancement, quality control, talent development, and business development strategies • Recognized thought leader, actively engaged in professional development, technical training, and knowledge-sharing through firm channels, industry events, or professional associations • Commitment to ethical leadership and quality-first culture, modeling integrity, accountability, and technical excellence in every aspect of client service and team leadership • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

🏖️ 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

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