Senior Associate - Client Accounting Services

Sorren, Inc.

$75K — $95K *
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 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
  • Proficiency in learning and using accounting software and related tools
  • Excellent verbal and written communication skills
  • Strong organizational skills and attention to detail

Responsibilities

  • Perform, supervise, and review complex accounting tasks
  • Oversee annual accounting procedures for tax preparation
  • Prepare and review compilations on a requested basis
  • Identify material misstatements and evaluate inconsistencies
  • Prepare client cash flow forecasts and monitor engagement performance
  • Train and review work for associates, providing feedback
  • Communicate effectively with team members and clients

Benefits

  • Generous paid time off
  • Comprehensive medical, dental, and vision coverage
  • 401(k) retirement savings plan
  • Paid holidays, including a firmwide winter break
  • Paid parental leave after one year of service
  • Mentorship and career development programs
  • CPA exam support to help you succeed
  • Firm-sponsored events and spontaneous team activities
Full Job Description
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:

Your Impact (Essential Duties):
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

Your Background:
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
Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
Why Choose Us?

At Sorren, we're invested in your growth-both personally and professionally. We'll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we've designed our culture and benefits to reflect that.

What We Offer*:
  • 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


*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

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