CAS Senior Manager

Sorren, Inc.•Sheboygan, WI

5d•$135,000 - $185,000

About The Position

Sorren is a top national advisory firm that blends deep expertise with a human-first approach, delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. Our culture fosters collaboration, innovation, and professional growth, offering a high-performing yet balanced work environment where career development and personal well-being go hand in hand. We are committed to helping our team members grow, whether that means advancing their careers, expanding their expertise, or achieving a fulfilling work-life balance. 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

8+ years of experience in general accounting
Bachelor’s degree in accounting or related field
Extensive knowledge of U.S. GAAP, financial reporting frameworks, and internal control structures across a range of industries and entity types
Proven ability to lead financial transformation efforts, including implementation of scalable accounting processes, systems, and automation tools
Advanced proficiency with accounting software platforms and related reporting or workflow tools
Demonstrated success managing client portfolios with complex needs, multi-entity structures, and varied reporting cycles
Exceptional leadership and people development skills, with experience guiding high-performing teams across multiple engagements
Excellent written and verbal communication skills to engage with clients, stakeholders, and internal teams at all levels
High attention to detail combined with strategic thinking and the ability to connect financial data to broader business goals
Strong project management skills with the ability to oversee concurrent engagements, allocate resources effectively, and meet critical deadlines
Proactive problem-solving mindset, capable of identifying process improvement opportunities and leading successful implementations
Business advisory orientation, with the ability to translate financial data into actionable insights and support client decision-making
Commitment to continuous learning and professional development, both for self and team
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Nice To Haves

CPA license or eligible

Responsibilities

Provide strategic oversight and leadership across a portfolio of complex client engagements, including multi-entity consolidations, high-volume transactional environments, and rapidly scaling businesses.
Lead the design, implementation, and optimization of outsourced accounting functions, including month-end close processes, internal controls, and financial reporting systems tailored to client needs.
Oversee the delivery of accurate and timely financial statements, dashboards, and KPI reporting to support clients' operational and strategic decision-making.
Guide clients through financial transformation initiatives, including system conversions, process automation, and scaling finance functions for growth or exit readiness.
Serve as a trusted financial advisor to client leadership teams, offering proactive insights on budgeting, forecasting, cash flow management, and business performance analysis.
Maintain accountability for client service excellence, ensuring deliverables are consistently aligned with engagement scope, deadlines, and budget parameters.
Lead, mentor, and develop accounting managers, seniors, and associates, supporting their professional growth and fostering a high-performing, collaborative team culture.
Act as the primary escalation point for technical accounting issues, providing thoughtful and well-documented solutions in accordance with GAAP and other relevant frameworks.
Develop, monitor, and refine engagement budgets and pricing strategies to ensure profitability while delivering high client value.
Cultivate long-term client relationships by deeply understanding their businesses, anticipating needs, and supporting financial growth strategies.
Drive business development by identifying cross-service opportunities, contributing to proposals, and participating in client onboarding and scoping.
Champion process improvement both within the client service model and internal firm operations, leveraging technology and best practices for efficiency and accuracy.
Represent the outsourced accounting team in cross-functional firm initiatives, collaborating with tax, advisory, and assurance peers to deliver integrated solutions.
Promote ongoing learning and technical development through team training, coaching, and personal knowledge sharing.
Model exceptional time and engagement management skills, ensuring timely and high-quality outcomes across multiple, simultaneous priorities.
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.