Director, Client Accounting Services

Sorren•Meridian, ID

17h

About The Position

Sorren is a national advisory firm providing accounting, assurance, tax, advisory, and private client services. The Director, Client Accounting Services provides executive leadership for the outsourced accounting practice and complex client portfolios. The role sets the strategic direction of the practice, aligns team capabilities and technology with client needs and firm goals, and advises CFOs, founders, and executive teams on financial strategy, fundraising, mergers and acquisitions, risk mitigation, and other business matters. The Director oversees financial reporting, scalable accounting processes, technical accounting guidance, service standards, engagement structure and pricing, client satisfaction, budgets, and service delivery. The role leads and develops accounting managers, seniors, and associates; collaborates with tax, advisory, and assurance leaders; and advances process improvement through automation and technology. The position also contributes to firm strategy, resource planning, practice management, talent acquisition, and internal training. The role requires meeting annual billable-hour and other performance targets, as well as flexibility to work beyond regular hours to meet team deadlines.

Requirements

At least 10 years of experience in general accounting.
Bachelor’s degree in accounting or a related field.
Expert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design, including the ability to advise on complex, judgment-based accounting matters across industries and entity structures.
Demonstrated leadership in financial transformation, including designing and implementing scalable accounting systems, process automation, and ERP implementations.
Mastery of cloud-based accounting platforms and related tools, with a focus on workflow optimization and reporting integration.
Proven success overseeing large, dynamic client portfolios, including multi-entity consolidations, international operations, and rapidly changing or growing clients.
Experience developing leaders, mentoring managers, supporting advancement, and fostering accountability, inclusion, and continuous improvement.
Strong executive communication and relationship-building skills, including engagement with C-suite clients, investors, and internal stakeholders.
Strategic financial mindset and ability to translate financial data into actionable insights for business decisions and long-term goals.
Advanced project leadership and resource management skills, with the ability to deliver multiple engagements on time, within scope and budget, and to a high quality standard.
Proactive, analytical problem-solving skills and a history of identifying root causes and leading improvements or implementations.
Commercial acumen and business advisory skills, including evaluating client needs, recommending solutions, and contributing to service-line growth and profitability.
Ability to serve as a technical resource, stay current on industry developments, and contribute to internal knowledge-sharing and professional education.
Commitment to ongoing professional development and to encouraging learning, credentialing, training, and engagement with evolving best practices.
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines.

Nice To Haves

CPA license or eligibility for CPA licensure.

Responsibilities

Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operations.
Drive the strategic vision of the outsourced accounting practice in alignment with client needs and firm goals.
Guide clients through financial transformation initiatives, including ERP implementations, process automation, shared services transitions, and IPO or transaction readiness.
Advise CFOs, founders, and executive teams on strategic planning, fundraising, M&A, risk mitigation, and financial matters.
Ensure accurate and timely financial statements, internal dashboards, KPIs, and customized management reporting.
Design and oversee scalable financial processes, including month-end close cycles, internal controls, and workflow systems.
Provide technical accounting guidance on complex matters, including revenue recognition, lease accounting, and equity transactions, in accordance with GAAP.
Develop and refine client service standards, documentation protocols, and workflow best practices.
Maintain accountability for service delivery, budget adherence, and client satisfaction across the book of business.
Oversee engagement structuring and pricing to support client value, profitability, and firm margin targets.
Serve as the primary escalation point for client concerns and internal challenges, resolving issues professionally and strategically.
Build long-term client partnerships by identifying risks and opportunities and making value-added recommendations.
Lead, coach, and support accounting managers, seniors, and associates through feedback, goal setting, and career development.
Promote a collaborative, accountable, inclusive, and high-performing team culture.
Participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated client solutions.
Champion process improvement and automation, including cloud-based accounting systems, AI tools, and workflow optimizers.
Evaluate and implement technologies and best practices to improve service delivery, quality control, and team efficiency.
Participate in leadership meetings, resource planning, practice management, and talent acquisition.
Lead internal technical training and knowledge-sharing efforts on capabilities, regulations, and industry developments.
Perform other duties assigned by firm leadership and remain flexible in taking on varied responsibilities.
Meet annual billable-hour and other targets for individual performance and firm productivity.
Work beyond regular hours as needed to meet team deadlines.

Benefits

Generous paid time off.
Comprehensive medical, dental, and vision coverage.
Life and disability insurance.
401(k) retirement savings plan.
Paid holidays, including a firmwide winter break from December 24 through January 1.
Paid parental leave available after one year of service.
Mentorship and career development programs.
CPA exam support.
Firm-sponsored events and spontaneous team activities.
Celebrations for milestones, including the end of busy season and the holidays.