CAS Senior Manager

Sorren, Inc.; United States; On-site; USD 135,000 - 185,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Firm-sponsored events

Job summary

Sorren, Inc. is seeking a senior leader to run a growing Client Accounting Services practice, overseeing managers, developing future leaders, and ensuring service quality and profitability. You will design outsourced accounting solutions, manage multi-entity engagements, and mentor teams to deliver accurate reporting.

Compensation range for this role is $135,000 - $185,000. Actual pay varies by skills, experience, and location.

Qualifications

• 8+ years of experience in general accounting.
• 3+ years of recent public accounting/CAS experience.
• CPA license or eligible (preferred).
• QBO ProAdvisor or heavy QBO expereince

Responsibilities

• Lead and mentor the CAS practice, developing managers and future leaders.
• Provide strategic oversight across complex client engagements, including multi-entity consolidations.
• Design, implement, and optimize outsourced accounting functions and month-end close processes.
• Oversee delivery of accurate financial statements, dashboards, and KPI reporting.
• Guide clients through financial transformation initiatives and automation projects.
• Serve as trusted financial advisor to client leadership on budgeting and forecasting.
• Maintain accountability for client service excellence and engagement profitability.
• Lead, mentor, and develop accounting staff across engagements.
• Act as escalation point for technical accounting issues under GAAP.
• Develop, monitor, and refine engagement budgets and pricing strategies.
• Cultivate long-term client relationships and identify cross-service opportunities.
• Drive process improvements and cross-functional collaboration within the firm.

Skills

Leadership

Communication

Project management

Client relationship management

Education

Bachelor's degree in accounting or related field

CPA license or eligible (preferred)

Tools

QBO ProAdvisor

GAAP 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.

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):

• You will be responsible for helping run a growing Client Accounting Services practice: leading managers, developing future leaders, managing client escalations, maintaining service quality and profitability, improving processes and technology, and ensuring teams have the structure and resources they need to succeed


• Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses


• Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs


• Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making


• Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness


• Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis


• Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters


• Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture


• Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks


• Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value


• Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies


• Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping


• Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy


• Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions


• Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing


• Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities


• 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:

• 8+ years of experience in general accounting


• 3+ years of recent public accounting/CAS expereince


• CPA license or eligible (preferred)


• QBO ProAdvisor or heavy QBO expereince


• Bachelor's degree in accounting or related field


• Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types


• Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools


• Advanced proficiency with accounting software platforms and related reporting or workflow tools


• Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles


• Exceptional leadership and people development skills, with experience guiding high-performing teams across multiple engagements


• Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels


• High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals


• Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines


• Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations


• Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making


• Commitment to continuous learning and professional development, both for self and team


• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Compensation range for this role is $135,000 - $185,000.

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 firm-wide 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.

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.