Assurance Director

Position Summary

Your Impact (Essential Duties):

• Provide strategic oversight and leadership for the planning, execution, and delivery of the firm’s most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures.
• Serve as the firm’s lead technical authority on GAAP, GAAS, PCAOB standards, and SEC reporting, providing critical guidance on complex accounting issues such as revenue recognition, lease accounting, consolidations, and internal controls.
• Direct and review the preparation and distribution of all periodic financial statements for external reporting, ensuring compliance with professional standards, firm policies, and regulatory requirements.
• Advise senior leadership and clients on trends and changes in accounting standards and regulatory reporting requirements; recommend and implement best-practice responses.
• Oversee all engagement strategies and ensure alignment with client goals, risk management protocols, and evolving industry and regulatory expectations.
• Act as a liaison with external auditors and regulators where applicable, and coordinate preparation of materials for boards, audit committees, or shareholders as needed.
• Approve engagement budgets and resource planning, ensuring profitability while maintaining quality standards and effective use of staff.
• Drive innovation and process improvement by enhancing audit methodology, adopting emerging technologies, and evaluating new tools and workflows to increase efficiency and quality.
• Mentor, coach, and develop senior managers and managers, overseeing their progression and succession planning while fostering a culture of accountability, technical growth, and collaborative leadership.
• Review and approve all major deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, compliance, and strategic insight.
• Lead firm-wide business development efforts by contributing to proposals, pricing strategies, client pitches, and relationship expansion initiatives.
• Champion firm values and culture, contributing to key initiatives, promoting inclusion and collaboration, and representing Sorren at professional associations, conferences, and community forums.
• Maintain technical and leadership excellence through continuous learning, thought leadership, and participation in standard-setting and industry advocacy groups.
• 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 and team performance and overall firm productivity.

Background

• 10+ years of experience in assurance-related work.
• CPA license.
• Bachelor’s degree in accounting or a related field.
• Authoritative expertise in U.S. GAAP, GAAS, PCAOB, and SEC regulations, with the ability to interpret complex and evolving accounting standards and advise on their practical application across a wide range of industries and client structures.
• Extensive experience leading high-profile and high-risk assurance engagements, including group audits, public company audits, and engagements involving significant estimates, judgments, or internal control considerations.
• Mastery of assurance technologies and analytics platforms, with a proven ability to assess, implement, and optimize tools to enhance engagement efficiency, data accuracy, and business insights for clients.
• Demonstrated success in managing and developing senior leaders, including mentoring Senior Managers and Managers through succession planning, performance coaching, and technical development.
• Exceptional executive communication skills with the ability to build trusted relationships at the C-suite and board levels, lead critical conversations with clients, and represent the firm in regulatory or oversight contexts.
• Strategic advisory mindset, capable of aligning assurance services with clients’ business goals, risk profiles, and growth strategies, while contributing to the firm’s long-term vision and innovation efforts.
• Strong financial and operational acumen, including the ability to evaluate engagement profitability, oversee budget planning, and drive continuous improvement in resource utilization and service delivery.
• Advanced problem-solving and risk management capabilities, with the judgment to resolve complex technical and client service challenges, and the foresight to mitigate engagement and firm-level risk.
• Prominent contributor to firm-wide initiatives, including methodology enhancement, quality control, talent development, and business development strategies.
• Recognized thought leader, actively engaged in professional development, technical training, and knowledge-sharing through firm channels, industry events, or professional associations.
• Commitment to ethical leadership and quality-first culture, modeling integrity, accountability, and technical excellence in every aspect of client service and team leadership.

Compensation

California compensation range for this role is $160,000 - $220,000. Colorado compensation range for this role is $160,000 - $220,000. Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.