CAS Associate

Sorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. We work with people, building lasting relationships and delivering strategic solutions in accounting, assurance, tax, advisory, and private client services. Our culture fosters collaboration, innovation, and professional growth, ensuring every team member has the support and opportunities to thrive. We offer a high-performing yet balanced work environment where career development and personal well-being go hand in hand.

About the Role

Responsible for performing a variety of accounting functions for multiple business entities, including financial reporting, reconciliations, and compilations, to ensure accurate and timely records. This position involves maintaining compliance with accounting principles, communicating effectively with team members and clients, and managing multiple tasks to meet deadlines while contributing to the firm’s success.

Responsibilities

• Perform accounting functions such as bank reconciliations, coding expenses, payroll and equity reconciliations, bill payments, and accounts receivable for multiple entities
• Prepare financial records for general tax preparation, 1099s, and tangible personal property returns
• Compile financial reports on a monthly, quarterly, or annual basis based on client needs
• Apply basic accounting principles and methods, including cash, accrual, and GAAP
• Analyze accounting data with attention to big-picture implications and logical thinking
• Communicate project statuses and questions effectively with team members and supervisors
• Interact with clients to gain a basic understanding of their financial affairs and needs, as directed by relationship managers
• Participate in training and independent learning to enhance technical and professional knowledge
• Manage time effectively to meet deadlines and prioritize multiple engagements
• Contribute to team efforts by supporting colleagues and taking initiative when needed
• 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

• Bachelor’s degree in accounting or finance preferred (Associate degree with relevant experience allowed)
• Understanding of basic accounting principles, including debits/credits, journal entries, and financial statements
• Proficiency in learning and using accounting software and related tools
• Strong verbal and written communication skills for collaboration and client interactions
• Excellent organizational skills and attention to detail
• Accurate mathematical and financial analysis skills
• 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

Benefits

Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.

• 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