
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.
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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.
• Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses • Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs • Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making • Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness • Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis • Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters • Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture • Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks • Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value • Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies • Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping • Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy • Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions • Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing • Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities • 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
• 8+ years of experience in general accounting • CPA license or eligible (preferred) • Bachelor’s degree in accounting or related field • Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types • Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools • Advanced proficiency with accounting software platforms and related reporting or workflow tools • Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles • Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels • High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals • Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines • Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations • Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making • Commitment to continuous learning and professional development, both for self and team • Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.
• 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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