CAS Senior Associate Sorren - 2.5 Santa Rosa, CA Job Details Full-time $65,000 - $100,000 a year 22 hours ago Benefits Paid parental leave Paid holidays Disability insurance Health insurance Dental insurance 401(k) Paid time off Parental leave Vision insurance Qualifications Financial operations Customer communication Management CPA Accounts receivable management Tax accounting Customer service Coaching Cash flow monitoring Performance feedback (performance evaluation method) Mid-level Financial performance report preparation 3 years Math Professional development support Bachelor's degree Managing clients in a finance role Task prioritization GAAP Team training Managing accounting teams Mentoring Forecasting Organizational skills Budgeting Bachelor's degree in accounting Project leadership Accounting Communication skills Project stakeholder communication Full Job 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 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

Your Background:

3-5 years of experience in general accounting CPA license or eligible (preferred) 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 California compensation range for this role is $65,000-$100,000 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. Why Choose Us? 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•: 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. © 2025 "Sorren" is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.