CAS Associate

Sorren; Southampton Township (PA); On-site; USD 55,000 - 85,000; Full time

Benefits offered by this job

Generous paid time off

Comprehensive health coverage (medical

Dental & vision insurance

401(k) retirement plan

Paid holidays

Parental leave

CPA exam support

Mentorship & career development

Team events & celebrations

Firm-sponsored events

Job summary

Sorren, Inc. is seeking an accounting professional to perform a variety of functions for multiple entities. You will handle bank reconciliations, financial record preparation for tax, and monthly/quarterly/annual reporting, ensuring GAAP compliance and timely delivery.

The role requires a foundational degree in accounting or finance, strong organizational skills, and proficiency with accounting software. Flexibility for additional hours and client interactions is expected.

Qualifications

• Bachelor’s degree preferred; associate degree with relevant experience allowed.
• Understanding of debits/credits, journal entries and financial statements.
• Proficiency in learning and using accounting software and related tools.
• Strong verbal and written communication for collaboration with clients.
• Excellent organizational skills and attention to detail.
• Accurate mathematical and financial analysis skills.
• Ability to follow procedures and deliver high-quality work.
• Ability to work independently while seeking support as needed.

Responsibilities

• Perform bank reconciliations, code expenses, payroll and equity reconciliations, bill payments, and accounts receivable for multiple entities.
• Prepare financial records for tax preparation, including 1099s and tangible personal property returns.
• Compile monthly, quarterly, or annual financial reports based on client needs.
• Apply accounting principles including cash, accrual and GAAP.
• Analyze accounting data with attention to big-picture implications.
• Communicate project statuses and questions with team members and supervisors.
• Interact with clients to understand their financial affairs as directed by relationship managers.
• Participate in training and independent learning to enhance knowledge.
• Manage time effectively to meet deadlines and juggle multiple engagements.
• Support colleagues and take initiative to contribute to team efforts.
• Perform other duties and display flexibility as assigned by firm leadership.
• Meet annual billable hour targets and other productivity goals.

Skills

Attention to detail

Verbal and written communication

Organizational skills

Independent work

Proficiency with accounting software

Education

Bachelor’s degree in accounting or finance preferred

Tools

Accounting software

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 performing a variety of accounting functions for multiple business entities, including financial reporting, reconciliations, and compilations, to ensure accurate and timely records. This position involves maintaining compliance with accounting principles, communicating effectively with team members and clients, and managing multiple tasks to meet deadlines while contributing to the firm’s success.

Your Impact (Essential Duties)

• Perform accounting functions such as bank reconciliations, coding expenses, payroll and equity reconciliations, bill payments, and accounts receivable for multiple entities.
• Prepare financial records for general tax preparation, 1099s, and tangible personal property returns.
• Compile financial reports on a monthly, quarterly, or annual basis based on client needs.
• Apply basic accounting principles and methods, including cash, accrual, and GAAP.
• Analyze accounting data with attention to big-picture implications and logical thinking.
• Communicate project statuses and questions effectively with team members and supervisors.
• Interact with clients to gain a basic understanding of their financial affairs and needs, as directed by relationship managers.
• Participate in training and independent learning to enhance technical and professional knowledge.
• Manage time effectively to meet deadlines and prioritize multiple engagements.
• Contribute to team efforts by supporting colleagues and taking initiative when needed.
• 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

• Bachelor’s degree in accounting or finance preferred (Associate degree with relevant experience allowed).
• Understanding of basic accounting principles, including debits/credits, journal entries, and financial statements.
• Proficiency in learning and using accounting software and related tools.
• Strong verbal and written communication skills for collaboration and client interactions.
• Excellent organizational skills and attention to detail.
• Accurate mathematical and financial analysis skills.
• Ability to follow procedures and deliver high-quality, reliable work.
• Ability to work independently while proactively seeking support as needed to maintain efficiency and productivity.
• Full-time or part-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.

Benefits

• 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.

Sorren, Inc. is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.

Third-Party Resume Submission Policy: Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.'s Talent Attraction team, to submit candidates for review via our applicant tracking system.