Director, Client Accounting Services

Sorren, Inc.; Meridian (ID); Presencial; USD 170.000 - 210.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Paid time off

Medical coverage

401(k) plan

Parental leave

Mentorship program

Descripción de la vacante

Sorren, Inc. is seeking a senior accounting leader to oversee complex client portfolios and scale the outsourced accounting practice. You will guide ERP implementations, automation initiatives, and high-level financial guidance for CFOs and founders.

You’ll lead a team of accounting professionals, ensure timely GAAP-compliant reporting, and partner with tax and advisory leaders to deliver integrated client solutions.

Formación

• Experience guiding financial transformation and scalable systems.
• Proven leadership with multi-entity portfolios and CFO advisory.
• Strong knowledge of U.S. GAAP and internal controls.

Responsabilidades

• Provide executive oversight of complex client portfolios and high-growth startups.
• Lead outsourced accounting practice strategy, people, and technology.
• Coach accounting managers and ensure timely financial deliverables.
• Drive process automation, ERP implementations, and reporting improvements.

Conocimientos

Executive leadership

GAAP expertise

Strategic advisory

Client management

C-suite communication

Educación

CPA license or eligible

Bachelor’s in accounting

Herramientas

QuickBooks Online

NetSuite

Sage Intacct

Fathom

Jirav

Descripción del empleo

Our FirmSorren 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 JourneyOur 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):Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operationsDrive the strategic vision of the outsourced accounting practice, aligning team capabilities, technologies, and service offerings with evolving client needs and firm goalsGuide client organizations through financial transformation initiatives, such as ERP implementations, process automation, shared services transitions, and IPO or transaction readinessServe as a trusted strategic advisor to CFOs, founders, and executive teams, offering high-level financial guidance and support for strategic planning, fundraising, M&A, and risk mitigationEnsure the accurate and timely delivery of financial statements, internal dashboards, KPIs, and customized management reporting packagesLead the design and oversight of scalable financial processes, including month-end close cycles, internal controls, and workflow systems tailored to client environmentsAct as the firm’s technical lead on complex accounting matters, providing clear, GAAP-compliant guidance on issues such as revenue recognition, lease accounting, and equity transactionsDevelop, maintain, and refine client service standards, documentation protocols, and workflow best practices to ensure high-quality outcomes at scaleMaintain executive accountability for service delivery, budget adherence, and client satisfaction across a diverse and growing book of businessOversee the structuring and pricing of engagements, ensuring client value, profitability, and alignment with firm-wide margin targetsServe as the primary escalation point for both client concerns and internal challenges, resolving issues with professionalism and strategic foresightFoster deep, long-term client partnerships by proactively identifying risks and opportunities and offering value-added recommendationsLead, coach, and support accounting managers, seniors, and associates, including performance feedback, goal setting, and career pathingPromote a collaborative and accountable team culture, where high performance, professional development, and inclusion are prioritiesActively participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated, firmwide client solutionsChampion process improvement and automation, including the adoption of cloud-based accounting systems, AI tools, and workflow optimizersEvaluate and implement new technologies and best practices to ensure continuous improvement in service delivery, quality control, and team efficiencyContribute to internal firm strategy by participating in leadership meetings, resource planning, practice management, and talent acquisitionLead internal technical trainings and knowledge-sharing efforts to uplift team capabilities and stay ahead of regulatory and industry changesPerform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadershipMeet annual billable hour and other targets to fulfill individual performance and overall firm productivityYour Background:10+ years of experience in general accountingCPA license or eligible (preferred)Bachelor’s degree in accounting or related fieldExpert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design, with the ability to guide complex, judgment-based accounting matters across varied client industries and entity structuresDemonstrated leadership in financial transformation, including experience architecting and executing scalable accounting systems, process automation, and ERP implementations to support high-growth, high-complexity environmentsMastery of cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Sage Intacct) and related tools (e.g., Fathom, BILL, Jirav), with a focus on workflow optimization and reporting integrationProven success overseeing large, dynamic client portfolios, including multi-entity consolidations, international operations, and clients undergoing rapid growth or changeTrack record of developing leaders at all levels, including mentoring managers, supporting advancement, and cultivating a culture of accountability, inclusion, and continuous improvementStrong executive communication and relationship-building skills, with the ability to engage effectively with C-suite clients, investors, and internal stakeholders on financial and operational mattersStrategic financial mindset, capable of translating financial data into actionable insights that support client decision-making, business strategy, and long-term goalsAdvanced project leadership and resource management skills, ensuring that multiple engagements are executed on time, within scope and budget, while maintaining a high standard of qualityProactive and analytical problem-solving orientation, with a history of identifying root causes, recommending improvements, and leading successful implementations of new processes or technologiesCommercial acumen and business advisory skills, with the ability to evaluate client needs, recommend solutions, and contribute to service line growth and profitabilityRecognized thought leader and technical resource within the firm, staying current on industry developments and contributing to internal knowledge-sharing and professional educationCommitment to ongoing professional development, modeling continuous learning for self and team and promoting credentialing, training, and engagement with evolving best practicesFull-time commitment and flexibility to work beyond regular hours to meet team deadlinesWhy 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 offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations 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.