
1001 - 5000 employees
Founded 2025
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
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.
🔥 3 hours ago
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1001 - 5000 employees
Founded 2025
💼 Consulting
⚖️ Legal
🛡️ Insurance
Consulting • Legal • Insurance
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.
• Develop, maintain, and execute the firm’s information security program, roadmap, and annual priorities. • Define Microsoft 365 and Entra ID security configuration and hardening standards and work with infrastructure to implement them. • Establish AV, EDR, email filtering, email security, firewall, and network-device security standards and compliance. • Define and implement data protection controls, including classification, retention, encryption, and DLP. • Maintain security policies, technical standards, controls, exceptions, and audit processes. • Lead risk assessments, control reviews, security planning, remediation tracking, and corrective-action closure. • Own the risk register and coordinate security and vendor risk assessments. • Build and run the GLBA and FTC Safeguards program and address applicable HIPAA, PCI DSS, CCPA, CPRA, and other requirements. • Support client security reviews, cyber insurance requirements, audits, and regulatory or contractual compliance efforts. • Conduct recurring system access reviews and collect audit evidence. • Maintain the incident response plan and coordinate incident response activities, external responders, communications, and documentation. • Facilitate incident response tabletop exercises and post-exercise improvements. • Coordinate vulnerability scans and penetration tests and track remediation. • Own the security awareness and phishing simulation program. • Evaluate and manage managed-security and security-tool vendors and recommend partnership changes. • Conduct security and risk assessments for software, services, and vendor relationships. • Participate in acquisition-target security due diligence and document security posture for integration. • Monitor evolving cyber threats, regulations, and leading practices and translate them into security improvements.
• 7+ years of progressive IT and security experience, including 3 or more years hands-on in information security • Ability to plan security controls and implement them independently • Hands-on experience securing Microsoft 365 and Entra ID, including Conditional Access, MFA, Microsoft Defender, mail-flow, and email authentication • Experience managing endpoints with Intune • Practical experience with EDR, AV, vulnerability scanning, access reviews, and incident response coordination • Experience delivering results through managed-security and vendor partners, including evaluating, directing, and holding them accountable • Working knowledge of GLBA, FTC Safeguards, privacy requirements, and compliance frameworks for financial or professional services data • Experience maintaining security policies and a risk register and converting them into implemented controls • Strong communication and collaboration skills across Infrastructure, Support, and business teams • Experience in professional services, accounting, or another regulated financial-data environment preferred • Experience integrating or standardizing security across a multi-location or acquisitive organization preferred • Familiarity with hosted or virtual desktop platforms and related vendor management preferred • Relevant certifications such as CISSP, CISM, CISA, CRISC, Microsoft security certifications, or similar credentials preferred
• Generous paid time off • Comprehensive medical, dental, and vision coverage • 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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