Sorren

Manager

• Manage 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 and team performance and overall firm productivity

Assurance Manager

• Conduct interviews with client technical and financial personnel to gather information on qualified research activities and expenses under IRC §41.
• Draft technical project documentation, ensuring audit readiness and alignment with IRS standards.
• Prepare R&D tax credit calculations involving W-2 wages, supply costs, contract research, and cloud hosting.
• Conduct reviews of deliverables, identifying and resolving inconsistencies, gaps, or errors before submission to Managers or Associate Directors.
• Ensure formatting, terminology, and content align with firm templates and quality standards.
• Maintain clear, organized workpapers and documentation in accordance with internal processes.
• Maintain accurate tracking of project tasks, deliverables, and deadlines using the firm’s project management systems.
• Participate in internal initiatives related to methodology improvements, technical training, and documentation standards.
• Adhere to SOPs, internal style guides, and quality control procedures.
• Take full responsibility for the quality and completeness of assigned tasks and reviews.
• Communicate proactively with managers about risks, blockers, or inconsistencies in client data or deliverables.
• Exhibit consistency, clarity, and reliability in all work, contributing to the firm’s high standard of delivery.
• Ownership of meeting personal KPI metrics.
• Communicate effectively with team members and clients, providing updates and addressing questions.
• Supervise, train, and mentor associates and interns to enhance team performance and skill development.
• Contribute to team efforts by assisting with projects and engaging in collaborative problem-solving.
• Stay updated on tax laws and best practices through ongoing training and independent learning.
• Manage engagements efficiently, meeting deadlines, particularly during high-demand periods.
• 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.

Senior Tax Associate

• Assist with the collection, organization, and analysis of financial and technical data related to qualified research activities.
• Participate in client interviews under the guidance of managers, taking clear notes and preparing initial summaries.
• Prepare calculations, draft narratives, and gather supporting documentation in alignment with SOPs, internal templates, and formatting standards.
• Draft and revise project documentation based on guidance from managers.
• Perform first-pass quality checks for formatting, completeness, and logical flow.
• Organize and maintain client files in the firm’s project management and document storage systems.
• Proactively tracking progress of study, following up on pending items, and determining of next steps in study process.
• Complete tasks assigned through the firm’s workflow systems on time and with minimal reminders and revisions.
• Respond promptly to internal communications and update task statuses regularly.
• Participate in training and knowledge-sharing sessions to build technical and tax credit expertise.
• Communicate with team members and clients, as directed, to support projects.
• Contribute to team efforts and maintain professional development through training.
• Manage time effectively to meet deadlines and prioritize engagements.
• 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.

R&D Tax Associate

• Prepare individual, corporate, and partnership tax returns
• Perform quarterly and annual accounting to support tax preparation
• Review prior returns and documents to identify and address missing information
• Record tax information with attention to big-picture implications, including related entities
• Ensure data accuracy and communicate necessary information for tax filings
• Calculate quarterly and annual estimated tax liabilities accurately
• Participate in tax planning as experience allows to identify client opportunities
• Communicate with team members and clients, as directed, to support tax projects
• Contribute to team efforts and maintain professional development through training
• Manage time effectively to meet deadlines and prioritize engagements
• 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

Tax Associate

• Review complex individual, corporate, and partnership tax returns; prepare highly complex returns as needed
• Foster and develop meaningful client relationships, addressing tax issues and coordinating related entity filings
• Perform detailed reviews and provide feedback to ensure high-quality work
• Review quarterly and annual accounting procedures to support tax preparation
• Analyze organizational structures for tax impacts and ensure accurate filings
• Prepare estimated tax liabilities and provide strategic tax planning
• Supervise, train, and mentor team members, conducting regular performance reviews
• Research and document complex tax issues, presenting guidance and solutions
• Communicate tax planning solutions with clients and other professionals involved in the client relationship
• Contribute to team efforts and participate in ongoing professional development; stay updated on tax laws and best practices
• Manage engagements, prioritize tasks, and meet deadlines
• 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

Assurance Manager

Senior Tax Associate

R&D Tax Associate

Tax Associate

Tax Manager