Assurance Manager

Sorren; Santa Rosa (CA); On-site; USD 110,000 - 143,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

End of busy season celebrations

Benefits for full-time employees (≥30h

Job summary

Sorren, a California-based accounting and advisory firm, seeks an experienced Assurance professional to lead complex audits, reviews, and agreed‑upon procedures. You will apply GAAP/GAAS expertise, manage engagements, budgets, and staffing, and mentor junior team members to deliver high‑quality results.

The role requires 5–10 years in assurance, CPA or eligible, and strong ability to communicate with clients while upholding the firm’s standards.

Qualifications

• 5–10 years of experience in assurance-related work.
• CPA license or eligible
• Bachelor’s degree in accounting or a related field
• Expertise in audit standards, procedures, and financial reporting frameworks
• Ability to manage complex engagements and align with firm goals

Responsibilities

• Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
• Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
• Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
• Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
• Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
• Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
• Assess findings, classify control deficiencies, and prepare management and governance letters for clients
• Communicate effectively with clients and team members to address project statuses and audit issues
• Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
• Participate in professional development through training sessions and independent learning opportunities
• Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity

Skills

Leadership

Communication

Time management

Analytical thinking

Auditing software

Client management

Education

Bachelor’s degree in accounting

CPA license or eligible

Tools

GAAP/GAAS knowledge

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.

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):

• Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
• Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
• Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
• Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
• Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
• Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
• Assess findings, classify control deficiencies, and prepare management and governance letters for clients
• Prepare proposals for new assurance work, setting realistic and profitable fee structures
• Communicate effectively with clients and team members to address project statuses and audit issues
• Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
• Participate in professional development through training sessions and independent learning opportunities
• Demonstrate strong time management skills to prioritize engagements and meet deadlines
• 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

• 5–10 years of experience in assurance-related work
• CPA license or eligible
• Bachelor’s degree in accounting or a related field
• Expertise in audit standards, procedures, and financial reporting frameworks
• Ability to manage complex engagements and align with firm goals
• Proficiency in audit software and related tools
• Strong leadership and communication skills to mentor team members and collaborate with clients
• Excellent organizational skills to handle multiple engagements effectively
• High attention to detail and accuracy in financial analysis and reporting
• Analytical thinking to address complex audit and accounting issues
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $110,000 - $143,000. 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.

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.