Sorren
Overview
CAS Manager
role at
Sorren We are 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, success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities 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. Your success is our success. 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 including 2 - 5 years of experience in a Controller (or similar) position 2 - 3 years of experience with Sage Intacct CPA license required 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 Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Accounting Note: This posting includes information about salary ranges and locations as observed in the original content and may be subject to change.
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CAS Manager
role at
Sorren We are 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, success is a shared journey. Our culture fosters collaboration, innovation, and professional growth, ensuring that every team member has the support and opportunities 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. Your success is our success. 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 including 2 - 5 years of experience in a Controller (or similar) position 2 - 3 years of experience with Sage Intacct CPA license required 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 Job Details
Seniority level: Mid-Senior level Employment type: Full-time Job function: Other Industries: Accounting Note: This posting includes information about salary ranges and locations as observed in the original content and may be subject to change.
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