Sorren, Inc.
CAS Manager page is loaded## CAS Managerlocations:
St. Petersburg, FLtime type:
Full timeposted on:
Posted 20 Days Agojob requisition id:
JR100154**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 deadlinesWe 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 #J-18808-Ljbffr
St. Petersburg, FLtime type:
Full timeposted on:
Posted 20 Days Agojob requisition id:
JR100154**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 deadlinesWe 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 #J-18808-Ljbffr