Senior Associate - Client Accounting Services

Position Summary

As a senior accounting professional at Sorren, you will perform, supervise, and review complex accounting tasks across multiple entities, ensuring accuracy and compliance. Your responsibilities include overseeing annual accounting procedures for tax preparation, preparing monthly to annual compilations, identifying material misstatements, preparing client cash flow forecasts, and analyzing organizational financial impacts. You will also train associates, communicate with clients, collaborate across teams, and meet annual billable hour targets.

• 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

• 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 with proactive solutions
• 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

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job.

Sorren is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

• 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
• Firm-sponsored events and spontaneous team activities