Advisory Senior Manager (Business Valuation)

Sorren; Houston (TX); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Generous PTO

Medical, dental, vision coverage

401(k) retirement plan

Holiday closures

Job summary

Sorren is seeking a senior business valuation and strategic advisory leader to drive complex engagements and partner with C-suite executives. You will guide high-stakes financial analyses, mentor teams, and foster growth through client relationships and industry leadership.

The role demands deep valuation expertise, cross-functional management, and a commitment to delivering data-driven insights that shape client strategy and growth.

Qualifications

• 10+ years of experience in business valuation or related work.
• CPA and/or ASA credential, plus CVA/ABV/CBA credentials.
• Bachelor’s degree in accounting or related field.
• Strong communication and executive presence with senior clients.
• Ability to lead cross-functional teams and multiple large engagements.

Responsibilities

• Lead complex valuation and advisory engagements with high client satisfaction.
• Advise C-suite on mergers and acquisitions, capital planning, and succession.
• Oversee advanced financial models and valuation analyses.
• Facilitate strategy sessions and actionable client plans.
• Grow business by expanding client relationships.
• Mentor junior staff and contribute to thought leadership.
• Represent the firm at client meetings and industry events.
• Meet annual billable targets and firm productivity.

Skills

Business valuation

Mergers & acquisitions

Financial modeling

Strategic advisory

Client relations

Education

Bachelor’s degree in accounting

CPA or ASA credential

CVA/ABV/CBA credentials

Job description

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

Responsible for leading and managing complex business valuation and strategic advisory engagements, providing clear, data-driven insights and facilitating high-level strategy development with C-suite clients. This position oversees advanced financial analyses, drives business development, mentors team members, and represents the firm in client meetings and industry events to support growth and thought leadership.

Your Impact (Essential Duties)

• Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction
• Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives
• Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations
• Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve their long-term business objectives
• Identify opportunities to expand existing client relationships, proactively offering additional services that align with evolving client needs
• Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation
• Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory
• Represent the firm in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership
• 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

Your Background

• Required - 10+ years of experience in business valuation or related work
• Required - CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
• Required - Bachelor’s degree in accounting or a related field
• Deep expertise in valuation methodologies and their application in diverse industries
• Proven experience advising senior executives and managing high-value client relationshipsExceptional communication and presentation skills, with a strong executive presence
• Strong passion for continual learning and desire to master complex subject-matter
• Ability to manage multiple large-scale engagements and lead cross‑functional teams
• Strong business acumen and a demonstrated ability to think strategically and entrepreneurially
• Experience with buy‑and‑sell‑side advisory, financial due diligence, or enterprise growth strategy
• Demonstrated track record of driving business development and expanding client accounts
• Full‑time commitment and flexibility to work beyond regular hours to meet team deadlines

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.