Senior Service Line Administrator (CAS)

Sorren, Inc.; Madison (WI); On-site; USD 52,000 - 72,000; Full time

Benefits offered by this job

Generous paid time off

Medical, dental, and vision coverage

401(k) retirement savings plan

Paid holidays including winter break

Parental leave

Job summary

Sorren, Inc. in Madison, WI is seeking an organized Operations/Administrative Coordinator to support partners, directors, and cross‑functional teams. You’ll manage scheduling, reporting, client service, and project tracking, helping improve processes and workflows across the firm.

The role emphasizes clear communication, attention to detail, and proactive problem solving. You’ll contribute to onboarding, training logistics, and team events, supporting a balanced, growth‑oriented workplace.

Qualifications

• Experience in operations, project coordination, or administrative roles.

Responsibilities

• Coordinate department workflows, projects, and administrative functions to ensure timelines, deliverables, and priorities are met.
• Support the partners and directors with scheduling, reporting, client service, and tracking of key initiatives such as process improvement, technology adoption, and resource planning.
• Maintain accurate and organized records, department documentation, and data within internal systems.
• Collaborate with administrative and operations teams to streamline cross-departmental communication and resolve operational challenges quickly.
• Support onboarding and training logistics for new hires helping to ensure employees have the tools and resources they need to succeed.
• Contribute to the firm’s culture by helping plan team meetings, events, and communications that strengthen connection and engagement.
• Identify opportunities to improve workflows and administrative processes and provide recommendations to service line leadership.
• Provide guidance and support to Service Line Administrators and administrative team members, sharing best practices and helping ensure consistent execution of processes.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

Job description

About the Firm

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 wellbeing 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)

• Coordinate department workflows, projects, and administrative functions to ensure timelines, deliverables, and priorities are met.
• Support the partners and directors with scheduling, reporting, client service, and tracking of key initiatives such as process improvement, technology adoption, and resource planning.
• Maintain accurate and organized records, department documentation, and data within internal systems.
• Collaborate with administrative and operations teams to streamline cross-departmental communication and resolve operational challenges quickly.
• Support onboarding and training logistics for new hires helping to ensure employees have the tools and resources they need to succeed.
• Contribute to the firm’s culture by helping plan team meetings, events, and communications that strengthen connection and engagement.
• Identify opportunities to improve workflows and administrative processes and provide recommendations to service line leadership.
• Provide guidance and support to Service Line Administrators and administrative team members, sharing best practices and helping ensure consistent execution of processes.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

Your Background

Experience in operations, project coordination, or administrative roles — preferably within professional services such as accounting, legal, or consulting. Strong attention to detail and a talent for keeping multiple projects moving simultaneously. Proficiency with Microsoft Office Suite and comfort learning new software or workflow tools. Excellent written and verbal communication skills, with an ability to collaborate across levels and departments. A proactive mindset — you anticipate needs, solve problems before they escalate, and take pride in keeping things running smoothly.

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.

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.