Assurance Manager
for section headings. Use - for any list of duties/requirements/benefits. Use
for prose.
We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO etc. At end there is copyright and legal disclaimer about Sorren CPAs etc. That's boilerplate legal; should be removed. Also the "© 2025 ..." and following paragraphs about alternative practice structure etc. Remove.
Also remove "Why Choose Us?" maybe we can treat as intro to benefits but we can keep as prose before benefits list.
We need to output only HTML fragment.
Let's extract content:
Firm description: "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: "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: maybe not separate; but we have "Position Summary Your Impact (Essential Duties):" Actually the text: "Position Summary Your Impact (Essential Duties):" then list of duties.
We need to separate duties list.
Duties (essential duties) bullet list:
- Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
- Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
- Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
- Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
- Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
- Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
- Assess findings, classify control deficiencies, and prepare management and governance letters for clients
- Prepare proposals for new assurance work, setting realistic and profitable fee structures
- Communicate effectively with clients and team members to address project statuses and audit issues
- Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
- Participate in professional development through training sessions and independent learning opportunities
- Demonstrate strong time management skills to prioritize engagements and 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 and team performance and overall firm productivity
Your Background (requirements):
- 5–10 years of experience in assurance-related work
- CPA license or eligible
- Bachelor’s degree in accounting or a related field
- Expertise in audit standards, procedures, and financial reporting frameworks
- Ability to manage complex engagements and align with firm goals
- Proficiency in audit software and related tools
- Strong leadership and communication skills to mentor team members and collaborate with clients
- Excellent organizational skills to handle multiple engagements effectively
- High attention to detail and accuracy in financial analysis and reporting
- Analytical thinking to address complex audit and accounting issues
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Why Choose Us? (benefits intro): "At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that."
What We Offer* (benefits list):
- 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.
We should keep the note about benefits eligibility as part of benefits list maybe as a
- .
Now we need to decide headings.
We could have:
About Sorren
(but instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. Safer to use those exact headings where applicable.
We have responsibilities: use Responsibilities
We have requirements/qualifications: maybe combine as Requirements
or Qualifications
. Since we have both experience and qualifications, we can use Requirements.
We have benefits: Benefits
We have about the firm and position summary: could be About the role
covering firm description and position summary/journey.
We should not create Pay or Schedule.
Thus output:
About the role
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.
Responsibilities
- Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
- Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
- Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
- Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
- Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
- Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
- Assess findings, classify control deficiencies, and prepare management and governance letters for clients
- Prepare proposals for new assurance work, setting realistic and profitable fee structures
- Communicate effectively with clients and team members to address project statuses and audit issues
- Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
- Participate in professional development through training sessions and independent learning opportunities
- Demonstrate strong time management skills to prioritize engagements and 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 and team performance and overall firm productivity
Requirements
- 5–10 years of experience in assurance-related work
- CPA license or eligible
- Bachelor’s degree in accounting or a related field
- Expertise in audit standards, procedures, and financial reporting frameworks
- Ability to manage complex engagements and align with firm goals
- Proficiency in audit software and related tools
- Strong leadership and communication skills to mentor team members and collaborate with clients
- Excellent organizational skills to handle multiple engagements effectively
- High attention to detail and accuracy in financial analysis and reporting
- Analytical thinking to address complex audit and accounting issues
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
- 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
for prose. We need to preserve all substantive information, not invent or summarize away detail. Remove boilerplate: cookie/navigation/legal/EEO etc. At end there is copyright and legal disclaimer about Sorren CPAs etc. That's boilerplate legal; should be removed. Also the "© 2025 ..." and following paragraphs about alternative practice structure etc. Remove. Also remove "Why Choose Us?" maybe we can treat as intro to benefits but we can keep as prose before benefits list. We need to output only HTML fragment. Let's extract content: Firm description: "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: "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: maybe not separate; but we have "Position Summary Your Impact (Essential Duties):" Actually the text: "Position Summary Your Impact (Essential Duties):" then list of duties. We need to separate duties list. Duties (essential duties) bullet list: - Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures - Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy - Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary - Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance - Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives - Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance - Assess findings, classify control deficiencies, and prepare management and governance letters for clients - Prepare proposals for new assurance work, setting realistic and profitable fee structures - Communicate effectively with clients and team members to address project statuses and audit issues - Foster and develop meaningful client relationships to ensure expectations are clearly defined and met - Participate in professional development through training sessions and independent learning opportunities - Demonstrate strong time management skills to prioritize engagements and 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 and team performance and overall firm productivity Your Background (requirements): - 5–10 years of experience in assurance-related work - CPA license or eligible - Bachelor’s degree in accounting or a related field - Expertise in audit standards, procedures, and financial reporting frameworks - Ability to manage complex engagements and align with firm goals - Proficiency in audit software and related tools - Strong leadership and communication skills to mentor team members and collaborate with clients - Excellent organizational skills to handle multiple engagements effectively - High attention to detail and accuracy in financial analysis and reporting - Analytical thinking to address complex audit and accounting issues - Full-time commitment and flexibility to work beyond regular hours to meet team deadlines Why Choose Us? (benefits intro): "At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that." What We Offer* (benefits list): - 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. We should keep the note about benefits eligibility as part of benefits list maybe as a
About Sorren
(but instruction says use headings like About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule). It says "use for section headings (e.g. About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule)." It doesn't forbid other headings, but suggests those as examples. Safer to use those exact headings where applicable.
We have responsibilities: use Responsibilities
We have requirements/qualifications: maybe combine as Requirements
or Qualifications
. Since we have both experience and qualifications, we can use Requirements.
We have benefits: Benefits
We have about the firm and position summary: could be About the role
covering firm description and position summary/journey.
We should not create Pay or Schedule.
Thus output:
About the role
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.
Responsibilities
- Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
- Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
- Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
- Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
- Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
- Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
- Assess findings, classify control deficiencies, and prepare management and governance letters for clients
- Prepare proposals for new assurance work, setting realistic and profitable fee structures
- Communicate effectively with clients and team members to address project statuses and audit issues
- Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
- Participate in professional development through training sessions and independent learning opportunities
- Demonstrate strong time management skills to prioritize engagements and 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 and team performance and overall firm productivity
Requirements
- 5–10 years of experience in assurance-related work
- CPA license or eligible
- Bachelor’s degree in accounting or a related field
- Expertise in audit standards, procedures, and financial reporting frameworks
- Ability to manage complex engagements and align with firm goals
- Proficiency in audit software and related tools
- Strong leadership and communication skills to mentor team members and collaborate with clients
- Excellent organizational skills to handle multiple engagements effectively
- High attention to detail and accuracy in financial analysis and reporting
- Analytical thinking to address complex audit and accounting issues
- Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
Benefits
At Sorren, we’re invested in your growth—both personally and professionally. We’ll support you as you advance in your career while also giving you the flexibility to enjoy life outside of work. We believe balance fuels success, and we’ve designed our culture and benefits to reflect that.
- 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