CAS Supervisor (Nonprofit)

Sorren; Annapolis (MD); On-site; USD 75,000 - 110,000; Full time

Benefits offered by this job

Paid time off

Medical, dental, vision coverage

401(k) retirement savings plan

Paid holidays

Parental leave

Mentorship and career development

CPA exam support

Team events

Job summary

Sorren, Inc. in Annapolis, MD seeks an experienced accountant to supervise complex functions—reconciliations, adjusting entries, bill payments, and AR for multiple entities—and to oversee annual procedures for tax prep, 1099s, and property returns.

The role focuses on delivering timely financial compilations, identifying misstatements, mentoring staff, maintaining internal controls, and providing advisory services to clients, with opportunities for leadership and professional development.

Qualifications

• 4–6 years of experience in general accounting.
• CPA license or eligibility preferred.
• Bachelor’s degree in accounting or related field.
• Thorough understanding of GAAP and financial reporting.

Responsibilities

• Supervise 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.

Skills

Leadership

Communication

GAAP knowledge

Financial reporting

Analytical thinking

Time management

Mentoring

Problem solving

Internal controls

Education

Bachelor’s degree in accounting

CPA license or eligibility

Job description

Position Summary

• Supervise 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.

Qualifications

• 4‑6 years of experience in general accounting.
• CPA license or eligibility (preferred).
• Bachelor’s degree in accounting or a 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 detail.
• Analytical 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.
• Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job.

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.

Equal Employment Opportunity

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.