Learning and Development Leader

Learning & Development Leader

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:

This is not a classroom-based training role.

We are seeking an experienced and forward-thinking Learning & Development Leader to drive the strategy, design, and execution of a modern, scalable learning ecosystem for a 1,000+ person accounting and advisory firm. This role plays a critical part in aligning learning with the firm's strategic priorities, including technical excellence, CPE compliance, leadership development, and business acumen.

Sorren is a fast-growing, acquisition-driven professional services firm with teams across 13+ states. Our learning environment is not static. It reflects a mix of legacy approaches, evolving systems, and an expanding employee population with diverse needs across service lines, administrative and operations functions, and leadership levels.

This role is accountable for bringing structure, clarity, and consistency to that environment without over engineering it. You will lead a small team with both strategic ownership and hands-on execution responsibility. Your focus will be to assess what is working, simplify what is not, and build a more modern, practical approach to learning that supports how professionals in an accounting firm actually develop and perform.

The ideal candidate is passionate about building future-ready professionals through scalable learning approaches that address both immediate technical training needs and longer-term capability and leadership development. This requires deep expertise in learning design, strong understanding of CPE and regulatory requirements, and a clear point of view on how development happens in a client service environment.

Success in this role requires someone who is:

• Nimble and comfortable in a fast-moving environment where priorities shift as the firm grows
• Able to quickly understand different service lines, roles, and legacy practices across acquired firms
• Effective at collaborating across stakeholders with different needs and perspectives
• Focused on outcomes, behavior change, and performance, not volume of training
• You will not be building a traditional training function. You will be modernizing and rationalizing an existing one, including how we use LCvista, external vendors, and internally developed content.
• The right candidate uses AI and data to accelerate design, improve access, and drive better outcomes, while applying strong judgment about accuracy, applicability, and where human expertise matters most.
• This is a high-impact role with visibility across the firm. It requires someone who is both pragmatic and forward-thinking, able to balance immediate needs with longer-term system design.

Key Responsibilities

• Learning Strategy & System Design
• Design and implement cohesive learning frameworks that support technical excellence and business acumen across a variety of accounting and advisory disciplines.
• Align learning models with evolving firm capabilities, career progression frameworks, and skill-building strategies.
• Drive the adoption of personalized, scalable, and learner-centric approaches across business units and regions.
• Develop and implement a firmwide learning strategy that addresses required CPE, soft skills, and leadership development across all levels and service lines.
• Build an integrated learning model that ties learning to career progression, role expectations, and firm strategy.
• Create firmwide learning paths that support onboarding, technical proficiency, client service readiness, and future leadership.

CPE Compliance & Technical Learning

• Design and manage a portfolio of technical…