Sorren

Billing Specialist

• Learning Practice timekeeping and billing software
• Input of new client information
• Ensure monthly billing is completed by firm deadline
• Send billing invoices to clients
• Send follow-up statements to clients
• Update and maintain client information
• Post chargeable expenses
• Post daily accounts receivable payments
• Research and respond to client inquiries regarding billing issues and problems
• Coordinate and communicate internally with professional staff members

Billing Coordinator

Insurance

• Supervise a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
• Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
• Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
• Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
• Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
• Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
• Assess findings, classify control deficiencies, and prepare management and governance letters for clients
• Prepare proposals for new assurance work, setting realistic and profitable fee structures
• Communicate effectively with clients and team members to address project statuses and audit issues
• Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
• Participate in professional development through training sessions and independent learning opportunities
• Demonstrate strong time management skills to prioritize engagements and 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

Assurance Supervisor

Accounting Manager

• 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.

Accounting Operations Manager

• Lead the strategic vision and execution of the tax function across complex client portfolios—including high-net-worth individuals, family offices, multi-entity groups, and cross-border businesses
• Oversee and ensure the quality of the most complex tax engagements, from planning through compliance, with a focus on accuracy, efficiency, and alignment with client objectives
• Serve as a primary advisor on advanced tax strategies such as M&A structuring, succession planning, entity optimization, and long-term tax minimization
• Develop and lead comprehensive engagement strategies, working with internal specialists (estate, SALT, international) and external advisors (attorneys, bankers) to deliver integrated solutions
• Stay ahead of evolving tax legislation and industry developments, distilling complex topics into actionable insights for clients and internal stakeholders
• Act as the technical authority on key issues affecting the firm’s clients, translating regulatory change into firmwide guidance, tools, and training
• Oversee compliance and reporting practices to ensure full adherence with federal, state, and local regulations while continuously seeking ways to maximize after-tax profits
• Promote continuous improvement by refining tax processes, strengthening internal controls, and advancing documentation and workflow tools for scalability
• Manage and develop a high-impact team, including senior managers and managers, through coaching, feedback, performance planning, and succession development
• Cultivate deep and enduring client relationships, positioning the firm as a strategic partner in business and financial decision-making
• Collaborate across service lines (assurance, advisory, client accounting) to offer clients holistic value and drive cross-functional opportunities
• Support business development, including client pitch meetings, proposal review, pricing strategy, and expansion of services within key accounts
• Represent Sorren in the marketplace, attending industry events and networking opportunities to enhance the firm’s visibility and thought leadership
• Champion a culture of continuous learning, including leading firm trainings, promoting professional certifications (e.g., CPA, EA, MST), and modeling excellence in all areas of client service and leadership
• Direct resource planning and allocation for the tax team, ensuring optimal productivity, utilization, and engagement profitability
• Perform other duties and displays 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

Billing Coordinator

Assurance Supervisor

Accounting Operations Manager

Tax Director