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Supervisor - Client Accounting Services

Sorren, Inc.
Posted a month ago, valid for 18 days
Location

Santa Rosa, CA 95406, US

Salary

$33.85 - $40.63 per hour

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Contract type

Full Time

Paid Time Off
Life Insurance
Disability Insurance

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Sonic Summary

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  • Sorren is a top 50 national advisory firm focusing on accounting, assurance, tax, advisory, and private client services with a human-first approach.
  • They seek candidates with 4-6 years of general accounting experience and a CPA license or eligibility preferred.
  • The role involves supervising complex accounting functions, preparing financial records, and providing advisory services while fostering client relationships.
  • Compensation for this position ranges from $80,000 to $110,000, influenced by individual skills and experience.
  • Sorren offers a supportive culture with opportunities for professional growth, flexible work-life balance, and comprehensive benefits.

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, assurance, tax, advisory, and private client services. 

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):
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

Your Background:
4-6 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
Developing 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

The compensation range for this role is $80,000 to $110,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer

Why Choose Us? 

At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.

What We Offer*:

  • 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

*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.




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