Family Office Associate

Sorren, Inc. • Colorado Springs, CO

1d • $27 - $34

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: The Family Office Associate will be responsible for providing a dedicated solution for the complex management of high-net-worth individuals’ personal and business finances such as bookkeeping, payroll, administrative and clerical support, as well as miscellaneous tasks and projects as requested by clients.

Requirements

• Associate or bachelor’s degree in accounting
• Minimum 3 years full-charge bookkeeper w/financial statement preparation
• Minimum 2 years payroll preparation and associated filing experience
• Advanced level of proficiency in Microsoft Office Suite required
• Advanced level of proficiency in QuickBooks required
• 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 or part-time commitment and flexibility to work beyond regular hours to meet team deadlines

Responsibilities

• Serve as primary client contact.
• Provide administrative and accounting support for various Family Office clients which include trusts, estates, partnerships, limited liability companies, S-corporations and private foundations.
• Manage accounting and administrative day-to-day operations of multiple residences and commercial properties; responsible for account payables and receivables; preparation of bank deposits, recording vendor invoices and preparation of checks and wire transfers.
• Interface with vendors and financial institutions on day-to-day transactions; oversee cash management and bank account transactions.
• Reconcile bank, credit card and investment account statements; record journal entries; prepare quarterly and year-end financial statements and other reporting as requested by client or managers/partners.
• Process payroll with minimal supervision; respond to notices from regulatory agencies.
• Assist client and tax team in gathering tax documents needed to file accurate tax returns; coordinate with client and tax team in making quarterly estimated or extension payments.
• Create specialized reports to meet the specific needs of each individual family group.
• Performs other duties as assigned or as requested by client.

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
• Education Level: Associate degree