Director - Client Accounting Services

Sorren, Inc. • Santa Rosa, CA

1d • $140,000 - $180,000

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): 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, aligning team capabilities, technologies, and service offerings with evolving client needs and firm goals Guide client organizations through financial transformation initiatives, such as ERP implementations, process automation, shared services transitions, and IPO or transaction readiness Serve as a trusted strategic advisor to CFOs, founders, and executive teams, offering high-level financial guidance and support for strategic planning, fundraising, M&A, and risk mitigation Ensure the accurate and timely delivery of financial statements, internal dashboards, KPIs, and customized management reporting packages Lead the design and oversight of scalable financial processes, including month-end close cycles, internal controls, and workflow systems tailored to client environments Act as the firm’s technical lead on complex accounting matters, providing clear, GAAP-compliant guidance on issues such as revenue recognition, lease accounting, and equity transactions Develop, maintain, and refine client service standards, documentation protocols, and workflow best practices to ensure high-quality outcomes at scale Maintain executive accountability for service delivery, budget adherence, and client satisfaction across a diverse and growing book of business Oversee the structuring and pricing of engagements, ensuring client value, profitability, and alignment with firm-wide margin targets Serve as the primary escalation point for both client concerns and internal challenges, resolving issues with professionalism and strategic foresight Foster deep, long-term client partnerships by proactively identifying risks and opportunities and offering value-added recommendations Lead, coach, and support accounting managers, seniors, and associates, including performance feedback, goal setting, and career pathing Promote a collaborative and accountable team culture, where high performance, professional development, and inclusion are priorities Actively participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated, firmwide client solutions Champion process improvement and automation, including the adoption of cloud-based accounting systems, AI tools, and workflow optimizers Evaluate and implement new technologies and best practices to ensure continuous improvement in service delivery, quality control, and team efficiency Contribute to internal firm strategy by participating in leadership meetings, resource planning, practice management, and talent acquisition Lead internal technical trainings and knowledge-sharing efforts to uplift team capabilities and stay ahead of regulatory and industry changes 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:

Requirements

• 10+ years of experience in general accounting
• CPA license or eligible (preferred)
• Bachelor’s degree in accounting or related field
• Expert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design, with the ability to guide complex, judgment-based accounting matters across varied client industries and entity structures
• Demonstrated leadership in financial transformation, including experience architecting and executing scalable accounting systems, process automation, and ERP implementations to support high-growth, high-complexity environments
• Mastery of cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Sage Intacct) and related tools (e.g., Fathom, BILL, Jirav), with a focus on workflow optimization and reporting integration
• Proven success overseeing large, dynamic client portfolios, including multi-entity consolidations, international operations, and clients undergoing rapid growth or change
• Track record of developing leaders at all levels, including mentoring managers, supporting advancement, and cultivating a culture of accountability, inclusion, and continuous improvement
• Strong executive communication and relationship-building skills, with the ability to engage effectively with C-suite clients, investors, and internal stakeholders on financial and operational matters
• Strategic financial mindset, capable of translating financial data into actionable insights that support client decision-making, business strategy, and long-term goals
• Advanced project leadership and resource management skills, ensuring that multiple engagements are executed on time, within scope and budget, while maintaining a high standard of quality
• Proactive and analytical problem-solving orientation, with a history of identifying root causes, recommending improvements, and leading successful implementations of new processes or technologies
• Commercial acumen and business advisory skills, with the ability to evaluate client needs, recommend solutions, and contribute to service line growth and profitability
• Recognized thought leader and technical resource within the firm, staying current on industry developments and contributing to internal knowledge-sharing and professional education
• Commitment to ongoing professional development, modeling continuous learning for self and team and promoting 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 eligible (preferred)

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, aligning team capabilities, technologies, and service offerings with evolving client needs and firm goals
• Guide client organizations through financial transformation initiatives, such as ERP implementations, process automation, shared services transitions, and IPO or transaction readiness
• Serve as a trusted strategic advisor to CFOs, founders, and executive teams, offering high-level financial guidance and support for strategic planning, fundraising, M&A, and risk mitigation
• Ensure the accurate and timely delivery of financial statements, internal dashboards, KPIs, and customized management reporting packages
• Lead the design and oversight of scalable financial processes, including month-end close cycles, internal controls, and workflow systems tailored to client environments
• Act as the firm’s technical lead on complex accounting matters, providing clear, GAAP-compliant guidance on issues such as revenue recognition, lease accounting, and equity transactions
• Develop, maintain, and refine client service standards, documentation protocols, and workflow best practices to ensure high-quality outcomes at scale
• Maintain executive accountability for service delivery, budget adherence, and client satisfaction across a diverse and growing book of business
• Oversee the structuring and pricing of engagements, ensuring client value, profitability, and alignment with firm-wide margin targets
• Serve as the primary escalation point for both client concerns and internal challenges, resolving issues with professionalism and strategic foresight
• Foster deep, long-term client partnerships by proactively identifying risks and opportunities and offering value-added recommendations
• Lead, coach, and support accounting managers, seniors, and associates, including performance feedback, goal setting, and career pathing
• Promote a collaborative and accountable team culture, where high performance, professional development, and inclusion are priorities
• Actively participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated, firmwide client solutions
• Champion process improvement and automation, including the adoption of cloud-based accounting systems, AI tools, and workflow optimizers
• Evaluate and implement new technologies and best practices to ensure continuous improvement in service delivery, quality control, and team efficiency
• Contribute to internal firm strategy by participating in leadership meetings, resource planning, practice management, and talent acquisition
• Lead internal technical trainings and knowledge-sharing efforts to uplift team capabilities and stay ahead of regulatory and industry changes
• 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
• Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

What This Job Offers

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