Sorren

Digital Marketing

• Develop and execute inbound digital campaigns that generate qualified leads for Sorren’s core and specialty service lines.
• Manage paid ads, paid social, retargeting, landing pages, organic social, email nurturing, and lead capture strategies.
• Own HubSpot campaign setup, tracking, workflows, attribution, and reporting.
• Build dashboards and report on campaign performance, lead quality, conversions, pipeline influence, and ROI.
• Develop industry-specific messaging and campaigns based on ideal client profiles and buyer pain points.

Digital Marketing Specialist

Public Relations

• Develop and execute Sorren's public relations and earned media strategy.
• Write and distribute press releases for acquisitions, incoming firms, partner announcements, service line launches, awards, and other key business milestones.
• Build and maintain relationships with industry, business, and trade media.
• Respond to media inquiries and coordinate interviews with firm leaders.
• Manage podcast, speaking, interview, and media opportunities for Sorren's executives.
• Identify opportunities to position firm leaders as trusted voices on accounting, advisory, tax, wealth, legal, and business topics.
• Maintain a pipeline of proactive opportunities that increase executive and brand visibility.
• Lead Sorren's award, ranking, and recognition strategy.
• Identify and evaluate high-value award opportunities for the firm, its service lines, and its leaders.
• Manage submission calendars, gather supporting information, and write compelling nominations.
• Promote award wins through press releases, web content, social media, and internal communications.
• Monitor media coverage, social channels, competitor activity, and industry trends.
• Track mentions of Sorren, firm leaders, and key industry topics.
• Provide regular reporting on media coverage, share of voice, sentiment, earned media performance, executive visibility, and award results.
• Deliver recommendations and insights to improve brand awareness and reputation.

PR & Communications Manager

Associate

• 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

Senior Associate

Insurance

• Perform and supervise larger, more complex assurance projects, including audits, reviews, and compilations
• Address complex accounting issues such as consolidations, deferred tax calculations, and going concern assessments
• Apply thorough knowledge of GAAP, GAAS, and other financial reporting frameworks to audit procedures
• Train, supervise, and delegate work to associates and interns to foster efficiency and team growth
• Review workpapers prepared by associates/interns, provide constructive feedback, and ensure conclusions are appropriate
• Customize audit strategies based on identified risks and ensure audit issues are addressed during planning and performance
• Analyze financial statements and disclosures for errors or omissions
• Prepare client correspondence, perform internal control walkthroughs, and handle client inquiries
• Contribute to engagement budgets and monitor performance against budgets
• Communicate effectively with team members and clients to address audit-related issues and project statuses
• Participate in department-wide training and independent learning to maintain and expand technical knowledge
• Demonstrate strong time management skills to meet deadlines and prioritize multiple 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

Senior Assurance Associate

Supervisor

• Supervise and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities
• Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns
• Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs
• Identify and address material misstatements, inconsistencies, and risks in financial reports
• Provide advisory and financial consulting services to clients, leveraging industry expertise
• Prepare engagement budgets and monitor performance to ensure efficient use of resources
• Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
• Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members
• Research complex accounting issues and present recommendations with supporting documentation
• Communicate effectively with team members and clients to address project statuses and financial concerns
• Participate in training programs and independent learning to maintain and expand technical knowledge
• Demonstrate time management skills to prioritize engagements and ensure timely delivery of work
• 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

CAS Supervisor

Learning and Development

• 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.
• Design and manage a portfolio of technical learning programs that meet NASBA and state-level CPE requirements.
• Ensure content is regularly updated and audit-ready, partnering with internal SMEs and external providers as needed.
• Oversee accurate tracking and reporting of CPE credits in accordance with professional standards.
• Translate the unique learning needs of accounting professionals—including client service demands, time-sensitive delivery cycles, and technical subject matter—into practical and engaging learning solutions.
• Lead the development and delivery of programs that build people leadership, communication, collaboration, emotional intelligence, and other essential soft skills.
• Leverage LCvista (our LMS), Workday (for skills and career development), and other emerging technologies (e.g., AI, mobile, microlearning) to deliver modern, scalable learning experiences.
• Apply adult learning principles to develop engaging, effective, and flexible learning formats, including live sessions, virtual classrooms, e-learning, and blended programs.
• Foster a learning culture through influence, communication, and storytelling.

Learning and Development Leader

Manager

• Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses
• Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs
• Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making
• Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness
• Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis
• Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters
• Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture
• Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks
• Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value
• Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies
• Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping
• Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy
• Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions
• Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing
• Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities
• 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

Senior Manager

• 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.
• Design and manage a portfolio of technical learning programs that meet NASBA and state-level CPE requirements.
• Ensure content is regularly updated and audit-ready, partnering with internal SMEs and external providers as needed.
• Oversee accurate tracking and reporting of CPE credits in accordance with professional standards.
• Lead the development and delivery of programs that build people leadership, communication, collaboration, emotional intelligence, and other essential soft skills.
• Leverage LCvista (our LMS), Workday (for skills and career development), and other emerging technologies (e.g., AI, mobile, microlearning) to deliver modern, scalable learning experiences.
• Apply adult learning principles to develop engaging, effective, and flexible learning formats, including live sessions, virtual classrooms, e-learning, and blended programs.
• Serve as a strategic partner to firm leadership, service line leaders and HR to ensure learning initiatives are aligned with broader talent and business goals.

• Provide strategic leadership and oversight for the firm’s most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
• Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
• Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
• Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
• Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
• Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
• Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
• Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
• Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
• Collaborate across service lines—such as assurance, advisory, and client accounting—to provide integrated, value-added solutions
• Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
• Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
• Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
• Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
• 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 Manager

• Prepare and review individual, corporate, partnership, and consolidated tax returns
• Review associates’ and interns’ tax returns, providing constructive feedback to ensure quality and support growth
• Perform and review quarterly and annual accounting procedures to prepare financial records for tax purposes
• Identify organizational structures and related entities for tax implications and big-picture impacts
• Ensure accurate and complete data for filings, identifying and communicating missing information
• Calculate quarterly and annual estimated tax liabilities accurately
• Conduct tax planning to identify opportunities for improvement and added value for clients
• Research and resolve complex tax issues, providing guidance and recommendations
• 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

• 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
• Communicate effectively with clients and team members on projects and deadlines
• 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

Tax 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

Director

• Provide strategic oversight and leadership for the planning, execution, and delivery of the firm’s most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures
• Serve as the firm’s lead technical authority on GAAP, GAAS, PCAOB standards, and SEC reporting, providing critical guidance on complex accounting issues such as revenue recognition, lease accounting, consolidations, and internal controls
• Direct and review the preparation and distribution of all periodic financial statements for external reporting, ensuring compliance with professional standards, firm policies, and regulatory requirements
• Advise senior leadership and clients on trends and changes in accounting standards and regulatory reporting requirements; recommend and implement best-practice responses
• Oversee all engagement strategies and ensure alignment with client goals, risk management protocols, and evolving industry and regulatory expectations
• Act as a liaison with external auditors and regulators where applicable, and coordinate preparation of materials for boards, audit committees, or shareholders as needed
• Approve engagement budgets and resource planning, ensuring profitability while maintaining quality standards and effective use of staff
• Drive innovation and process improvement by enhancing audit methodology, adopting emerging technologies, and evaluating new tools and workflows to increase efficiency and quality
• Mentor, coach, and develop senior managers and managers, overseeing their progression and succession planning while fostering a culture of accountability, technical growth, and collaborative leadership
• Review and approve all major deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, compliance, and strategic insight
• Serve as a trusted advisor to clients, helping them interpret audit outcomes, understand business implications, and strengthen internal financial reporting functions
• Lead firm-wide business development efforts by contributing to proposals, pricing strategies, client pitches, and relationship expansion initiatives
• Champion firm values and culture, contributing to key initiatives, promoting inclusion and collaboration, and representing Sorren at professional associations, conferences, and community forums
• Maintain technical and leadership excellence through continuous learning, thought leadership, and participation in standard-setting and industry advocacy groups
• 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 Director

• Lead the planning, execution, and delivery of the firm’s most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures across diverse industries.
• Serve as a technical expert in GAAP, GAAS, and other regulatory standards, providing guidance to internal teams and clients on complex accounting issues such as revenue recognition, lease accounting, and consolidations.
• Develop and oversee engagement strategies, ensuring alignment with client objectives, risk management considerations, and evolving industry requirements.
• Review and approve engagement budgets, ensuring financial targets are met while maintaining high-quality client service and efficient use of firm resources.
• Drive continuous improvement in audit methodology, engagement planning, and execution by evaluating team workflows and integrating new technologies and best practices.
• Supervise and coach managers, senior associates, and associates, fostering a culture of accountability, collaboration, and technical excellence.
• Lead team performance management, including performance reviews, career development planning, and succession strategies.
• Review and approve all client deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, accuracy, and regulatory compliance.
• Serve as a strategic advisor to clients, helping them interpret audit results and make informed financial and operational decisions.
• Identify and manage engagement risks proactively, resolving complex issues and escalating when necessary with sound judgment and professionalism.
• Cultivate and deepen trusted advisor relationships with key clients by understanding their business goals, anticipating needs, and delivering value-added insights.
• Participate in firm-wide business development efforts, including proposal development, pricing strategies, and representing the firm at client meetings and professional events.
• Champion firm values by contributing to strategic initiatives, mentoring firm talent, and supporting a collaborative and inclusive team environment.
• Stay at the forefront of regulatory and industry developments through ongoing learning, thought leadership, and participation in professional associations.
• Demonstrate advanced time and project management skills to lead multiple, concurrent engagements with competing deadlines while maintaining excellence in delivery and team well-being.
• 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.

Digital Marketing Specialist

PR & Communications Manager

Senior Associate

Senior Assurance Associate

CAS Supervisor

Learning and Development Leader

Senior Manager

Learning and Development Leader

Senior Tax Manager

Senior Tax Associate

Tax Manager

Assurance Manager

Senior Assurance Associate

Assurance Director

Senior Assurance Manager