Senior Associate - Client Accounting Services

Sorren, Inc. • Medford, OR

1d

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): Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements Identify material misstatements and evaluate inconsistencies in financial reports Prepare client cash flow forecasts and monitor engagement performance against budgets Analyze organizational structures and financial impacts to ensure accurate accounting Train and review work for associates, providing constructive feedback to foster growth Communicate effectively with team members and clients to address project statuses and inquiries Contribute to team efforts through collaboration, volunteering support, and knowledge sharing Participate in professional development through training sessions and independent learning Manage multiple engagements and prioritize tasks to meet deadlines 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

Requirements

• 3-5 years of experience in general accounting
• Bachelor’s degree in accounting or related field
• Strong understanding of complex accounting principles, including GAAP and financial reporting frameworks
• Proficiency in learning and using accounting software and related tools
• Excellent verbal and written communication skills for collaboration and client interactions
• Strong organizational skills and attention to detail
• Accurate mathematical and financial analysis skills
• Ability to work independently while also coaching newer team members and seeking support from leadership as needed
• Analytical thinking to identify and address inconsistencies in financial reporting
• Demonstrated problem-solving skills where solutions are proactively proposed to relevant parties
• Proactive approach to delivering a high-quality customer experience in a multi-client environment
• Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Nice To Haves

• CPA license or eligible

Responsibilities

• Perform, supervise, and review complex accounting tasks, including reconciliations, journal entries, coding expenses, bill payments, and accounts receivable for multiple entities
• Oversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returns
• Prepare and review compilations on a monthly, quarterly, or annual basis based on client requirements
• Identify material misstatements and evaluate inconsistencies in financial reports
• Prepare client cash flow forecasts and monitor engagement performance against budgets
• Analyze organizational structures and financial impacts to ensure accurate accounting
• Train and review work for associates, providing constructive feedback to foster growth
• Communicate effectively with team members and clients to address project statuses and inquiries
• Contribute to team efforts through collaboration, volunteering support, and knowledge sharing
• Participate in professional development through training sessions and independent learning
• Manage multiple engagements and prioritize tasks to meet deadlines
• 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: Senior