Advisory Associate

Sorren, Inc. • St. Petersburg, FL

20h

About The Position

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.

Requirements

• Demonstrated interest in forensic accounting, litigation consulting, or valuation analysis through coursework, internships, or related experience
• Accounting track: Certifications: CPA, CFE, CFF, CVA, CBA, or ABV license or eligible. Education: Bachelor’s degree in accounting or related field
• Paralegal track: Florida Registered Paralegal or similar credentials or eligible. Education: Associates degree in related field
• Understanding of basic accounting principles, including debits/credits, journal entries, and financial statements
• Strong analytical, organizational, and problem-solving skills
• Excellent written and verbal communication abilities
• Proficiency in Microsoft Excel and familiarity with financial databases
• Ability to manage multiple tasks and deadlines in a fast-paced environment
• Ability to follow procedures and deliver high-quality, reliable work
• Ability to work independently while proactively seeking support as needed to maintain efficiency and productivity
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Responsibilities

• Assist in forensic accounting investigations by gathering and analyzing financial data, identifying discrepancies, and reconciling accounts
• Support the preparation of initial case documentation, exhibits, and financial summaries for litigation and dispute resolution matters
• Learn and apply foundational valuation methodologies under the guidance of senior team members
• Analyze financial statements, tax returns, and other business records to assist in damage calculations and valuation analyses
• Draft clear and concise summaries, reports, and presentations for internal and client review
• Collaborate with team members to maintain organized case files and ensure accuracy in documentation
• 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 and team performance and overall firm productivity

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

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level