
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.
🔥 9 minutes 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.
• Build and nurture strong relationships with Sorren-affiliated partners, leaders, and offices nationwide • Travel to partner offices and conduct educational events throughout the country • Attend Sorren trade shows, industry conferences, and partner events • Identify and pursue cross-selling opportunities for LIFT Services and LIFT Factor • Collaborate with Sorren partners to develop mutually beneficial target prospect lists • Co-lead prospect meetings alongside Sorren partners • Shepherd prospects through LIFT's full sales process, from initial lead through consultation, evaluation, recommendation, and transformation • Support prospect evaluations in a consultative capacity • Coordinate handoffs of signed client contracts to the Account Management team • Build external relationships and sell to external prospects beyond the Sorren network as business needs arise
• Strong verbal and written communication • Strong technology skills with the traditional Microsoft suite of products (Teams, Word, Excel, etc.) • Minimum 2 years of experience selling • Ability to travel up to 50% • Full-time employees regularly scheduled to work at least 30 hours per week are eligible for benefits
• 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 • Commission and bonus structure
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