Senior Associate

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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

• Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities • Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns • Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements • Identify material misstatements and evaluate inconsistencies in financial reports • Prepare client cash flow forecasts and monitor engagement performance against budgets • Analyze organizational structures and financial impacts to ensure accurate accounting • Train and review work for associates, providing constructive feedback to foster growth • Communicate effectively with team members and clients to address project statuses and inquiries • Contribute to team efforts through collaboration, volunteering support, and knowledge sharing • Participate in professional development through training sessions and independent learning • Manage multiple engagements and prioritize tasks to meet deadlines • 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 performance and overall firm productivity

🎯 Requirements

• 3-5 years of experience in general accounting • CPA license or eligible (preferred) • Bachelor’s degree in accounting or related field • Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks • Proficiency in learning and using accounting software and related tools • Excellent verbal and written communication skills for collaboration and client interactions • Strong organizational skills and attention to detail • Accurate mathematical and financial analysis skills • Ability to work independently while also coaching newer team members and seeking support from leadership as needed • Analytical thinking to identify and address inconsistencies in financial reporting • Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties • Proactive approach to delivering a high-quality customer experience in a multi-client environment • 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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