Supervisor - Client Accounting Services

Sorren•Santa Rosa, CA

4d•$80,000 - $110,000

About The Position

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): Supervise and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs Identify and address material misstatements, inconsistencies, and risks in financial reports Provide advisory and financial consulting services to clients, leveraging industry expertise Prepare engagement budgets and monitor performance to ensure efficient use of resources Foster and develop meaningful client relationships to ensure expectations are clearly defined and met Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members Research complex accounting issues and present recommendations with supporting documentation Communicate effectively with team members and clients to address project statuses and financial concerns Participate in training programs and independent learning to maintain and expand technical knowledge Demonstrate time management skills to prioritize engagements and ensure timely delivery of work 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

4-6 years of experience in general accounting
Bachelor’s degree in accounting or related field
Thorough understanding of complex accounting principles, including GAAP and financial reporting frameworks
Proficiency in learning and using accounting software and related tools
Developing strong leadership and communication skills for mentoring teams and managing client relationships
Excellent organizational skills and attention to detail
Analytical thinking to identify risks, inconsistencies, and solutions in financial reporting
High accuracy in mathematical and accounting tasks
Ability to oversee multiple engagements and ensure compliance with firm procedures
Proactive problem-solving skills, including leadership in collaborative solution proposals and implementations
Ability to design and optimize accounting processes to drive efficiency, ensure accuracy, and maintain internal controls
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

Nice To Haves

CPA license or eligible (preferred)

Responsibilities

Supervise and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entities
Oversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returns
Prepare financial compilations on a monthly, quarterly, or annual basis based on client needs
Identify and address material misstatements, inconsistencies, and risks in financial reports
Provide advisory and financial consulting services to clients, leveraging industry expertise
Prepare engagement budgets and monitor performance to ensure efficient use of resources
Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
Conduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team members
Research complex accounting issues and present recommendations with supporting documentation
Communicate effectively with team members and clients to address project statuses and financial concerns
Participate in training programs and independent learning to maintain and expand technical knowledge
Demonstrate time management skills to prioritize engagements and ensure timely delivery of work
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.