Accounting Operations Manager

Our Firm Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don’t just work with numbers—we work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We’re committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm’s success through collaboration, exceptional service, and continuous growth.

Position Summary:

Role Summary The Operations Manager performs a broad range of responsibilities focused on delivering a smooth and efficient customer onboarding experience for Sorren’s bookkeeping, accounting and advisory services. This role requires strong technical accounting expertise, sound judgment, and a collaborative mindset to identify complexities in new client books, set clear expectations, and support both clients and internal teams through effective execution.

The Operations Manager sits on the Operations team and works closely with Accounting, Tax, and other internal partners to remove obstacles, address complex issues, and improve the efficiency and effectiveness of Sorren’s internal operations.

Your Impact (Essential Duties)
Deliver a smooth and efficient customer onboarding experience for Sorren’s bookkeeping services and related add-ons, including but not limited to technology/Saas, e-commerce, cryptocurrency, and advanced Controller and CFO services.

Apply strong technical accounting expertise to review new client financials, identify complexities, risks, gaps, and historical issues, and determine the appropriate scope of work.

Clearly communicate onboarding requirements, cleanup needs, timelines, and expectations to clients, ensuring alignment before work begins.

Partner closely with Accounting team members to translate identified complexities into actionable plans and ensure proper execution.

Set the tone for a proactive and collaborative relationship between the customer and the Accounting Team.

Support Sorren CAS team members by answering questions related to complex and advanced accounting issues, providing guidance, and removing roadblocks so teams can maintain productivity.

Troubleshoot advanced accounting and operational problems, develop action plans, and recommend solutions or additional services when appropriate.

Perform special projects that support Sorren’s internal CAS operations and focus on improving efficiency, consistency, and quality.

Work collaboratively across Operations, Accounting, Tax, and other internal stakeholders to ensure smooth handoffs and shared accountability.

Support healthy client relationships by serving as a point of coordination and escalation on assigned accounts, working collaboratively with internal teams as needed.

Your Background Bachelor’s degree in Accounting or a related field, or equivalent relevant experience.
5–8+ years of experience in accounting, client onboarding, or operations-focused roles.

Strong understanding of full-cycle accounting and complex accounting scenarios.

Proven ability to assess messy or incomplete books and set realistic expectations.

Strong written and verbal communication skills.

Demonstrated success working in…