CAS Manager/Controller

Sorren, Inc. • Houston, TX

13d

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. Position Summary: Your Impact (Essential Duties): Manage 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 Your Background: 5–10 years of experience in general accounting CPA license or eligible (preferred) Bachelor’s degree in accounting or related field Experience with Sage Intacct Multi-client expereince preferred 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 Sorren is an equal opportunity employer 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. Our Growth is Creating Great Opportunities! Our team is expanding, and we want to hire the most talented people possible. Our continued success depends on it! Once you’ve had the chance to explore our current open positions, apply to the ones you feel suit you best and keep track of both your progress in the selection process and new postings that might interest you! Don't see the position you are looking for? Join Our Talent Community! Thank you for your interest in working on our team! 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. Third-Party Resume Submission Policy Any unsolicited resumes submitted through our website or to Sorren, Inc. employee e-mail accounts are considered property of Sorren, Inc. and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Sorren, Inc., there must be a formal written agreement in place and the agency must be invited, by Sorren, Inc.’s Talent Attraction team, to submit candidates for review via our applicant tracking system.

Requirements

• 5–10 years of experience in general accounting
• Bachelor’s degree in accounting or related field
• Experience with Sage Intacct
• 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

Nice To Haves

• CPA license or eligible (preferred)
• Multi-client expereince preferred

Responsibilities

• Manage 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

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: Mid Level