Accounting Operations Manager

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Sorren

WebsiteLinkedInAlle Stellen

1001 - 5000 Mitarbeiter

Gegründet 2025

🤝 B2B

💸 Finanzen

🤝 Non-Profit

B2B • Finance • Non-profit

Sorren ist eine der Top-50 Wirtschaftsprüfungs- und Beratungsfirmen, gegründet von gleichgesinnten Führungspersönlichkeiten aus 13 Unternehmen. Sie bietet Dienstleistungen in den Bereichen Assurance, Steuern, Buchhaltung, Beratung und für Privatkunden an. Das Unternehmen führt Prüfungen, Steuerplanung und -vertretung, Buchhaltung, Controller/CFO-Dienste, Unternehmensbewertungen, Transaktions- und forensische Beratungen sowie Family Office- und Nachlassplanungsdienste für Unternehmen, gemeinnützige Organisationen, staatliche Einrichtungen und vermögende Privatpersonen durch. Sorren legt großen Wert auf lokales Engagement, proaktive strategische Beratung und maßgeschneiderte Lösungen, um Kunden bei der Bewältigung komplexer finanzieller und regulatorischer Herausforderungen zu unterstützen.

Beschreibung

• 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.

🎯 Anforderungen

• 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.

🏖️ Vorteile

• 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