CAS Manager

Our Firm

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We don't just work with numbers-we work with people, building lasting relationships and delivering strategic solutions in accounting, tax, advisory, and wealth management.

At Sorren, we believe that success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities they need to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

We're committed to helping you grow, whether that means advancing your career, expanding your expertise, or achieving a fulfilling work-life balance. Because at Sorren, your success is our success.

Your Journey

Our team members support the firm by delivering timely, accurate work and maintaining clear communication. They take ownership of their development, seek feedback, and build strong relationships. By managing responsibilities effectively and aligning their efforts with firm values, they establish a foundation for long-term success and growth. All team members are expected to excel in Relationships, Communication, Quality Service, Operational Excellence, and Innovation & Growth, contributing to the firm's success through collaboration, exceptional service, and continuous growth.

Position Summary :

Your Impact (Essential Duties) :

Manage 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

Your Background :

5-10 years of experience in general accounting

CPA license or eligible (preferred)

Bachelor's degree in accounting or related field

Thorough understanding of complex accounting principles, including GAAP and financial reporting frameworks

Proficiency in learning and using accounting software and related tools

Strong leadership and communication skills for mentoring teams and managing client relationships

Excellent organizational skills and attention to detail

Analytical thinking to identify risks, inconsistencies, and solutions in financial reporting

High accuracy in mathematical and accounting tasks

Ability to oversee multiple engagements and ensure compliance with firm procedures

Proactive problem-solving skills, including leadership in collaborative solution proposals and implementations

Ability to design and optimize accounting processes to drive efficiency, ensure accuracy, and maintain internal controls

Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Why Choose Us?

We are invested in your career and are dedicated to helping you climb the ranks. While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.

Our benefits include :

• Paid time off
• Medical, dental, vision, std / ltd, and life insurance
• 401(k) plan
• Paid holidays
• Holiday break from December 24-January 1
• Paid Parental Leave after 1 year of service
• Mentorship program
• Spontaneous activities organized by the firm
• End of busy season celebrations and holiday parties