Accounting Operations Manager

Sorren

Operations Manager at Sorren ensuring efficient customer onboarding for bookkeeping and related advisory services. Collaborates across teams to streamline processes and enhance client relationships.

Posted 4/30/2026full-timeRemote • 🇺🇸 United StatesMid-LevelSenior💰 $85,000 - $110,000 per yearWebsite

About the role

Key responsibilities & impact

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.

Requirements

What you’ll need

Bachelor’s degree in Accounting or a related field, or equivalent relevant experience
5–8+ years of experience in accounting, client onboarding, or operations-focused roles
Strong understanding of full-cycle accounting and complex accounting scenarios
Proven ability to assess messy or incomplete books and set realistic expectations
Strong written and verbal communication skills
Demonstrated success working in collaborative, cross-functional environments
Highly organized, detail-oriented, and able to manage multiple priorities
Comfortable working independently while partnering closely with others.

Benefits

Comp & perks

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

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

technical accountingfull-cycle accountingfinancial analysisproblem-solvingproject managementdata analysisaccounting softwarefinancial reportingrisk assessmentcleanup processes

Soft Skills

communicationcollaborationorganizationdetail-orientedtime managementproactiveclient relationship managementteam supportindependencecross-functional teamwork

Certifications

Bachelor’s degree in AccountingCPACMACFAACCACMA certificationfinancial certificationsaccounting certificationsproject management certificationtax certification