CAS Manager

Sorren, Inc.; Santa Rosa (CA); On-site; USD 110,000 - 140,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

Life and disability insurance

401(k) retirement savings plan

Paid holidays including winter break

Paid parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

End of busy season celebrations

Job summary

Sorren, Inc. is seeking a senior accounting professional to manage and review complex accounting functions for multiple entities, ensuring timely, accurate financial reporting and adherence to GAAP.

The role emphasizes client advisory services, engagement budgeting, and mentoring junior staff in a collaborative, growth-focused environment. The position requires 5–10 years’ general accounting experience, a CPA or eligibility, and a strong command of accounting software.

Qualifications

• 5-10 years of experience in general accounting.
• CPA license or eligible (preferred).
• Bachelor’s degree in accounting or related field.
• Thorough understanding of 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.
• Ability to oversee multiple engagements and ensure compliance with firm procedures.
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Responsibilities

• Manage and review complex accounting functions for multiple entities.
• Oversee annual accounting procedures 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.

Skills

Leadership

Communication

Attention to detail

Analytical thinking

Time management

Proactive problem solving

Education

Bachelor’s degree in accounting or related field

CPA license or eligible

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

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 detailAnalytical 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

California compensation range for this role is $110,000-$140,000

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.