Sorren

• 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

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

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

Marketing

• Develop and execute inbound digital campaigns that generate qualified CAS leads for the sales team
• 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
• Manage and coordinate third-party website and SEO vendors to ensure CAS digital content, landing pages, messaging, visuals, and user experience remain current, aligned with campaign goals, and optimized for lead generation
• Develop industry-specific messaging and campaigns based on ideal client profiles and buyer pain points
• Manage CAS technology partner relationships and identify co-marketing opportunities including sponsorships, webinars, joint campaigns, and conferences
• Create and manage CAS marketing materials, including brochures, one-pagers, pitch decks, web copy, and sales enablement content
• Lead the development of case studies and client success stories
• Track and coordinate speaking opportunities, conference participation, webinars, and presentation preparation
• Ensure all materials align with firm brand standards and messaging

Marketing Manager

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

• 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

Senior Tax Associate

Assurance Manager

Senior Assurance Associate

Marketing Manager

Billing Coordinator

Assurance Supervisor