Job Description
Advisory Associate Sorren Saint Petersburg, FL Job Details Part-time 17 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 data reconciliation CPA ABV Litigation exhibit preparation assistance Spreadsheets Forensic audits Certified Fraud Examiner Data analysis skills Investigative financial records analysis Financial report writing Filing Mid-level Data summary reports Analysis skills Financial report interpretation Financial Forensics Certification Damages evaluation Forensic accounting Bachelor's degree in accounting Company valuation Associate's degree Bar Paralegal Certificate Accounting Communication skills Certified Valuation Analyst 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): Assist in forensic accounting investigations by gathering and analyzing financial data, identifying discrepancies, and reconciling accounts Support the preparation of initial case documentation, exhibits, and financial summaries for litigation and dispute resolution matters Learn and apply foundational valuation methodologies under the guidance of senior team members Analyze financial statements, tax returns, and other business records to assist in damage calculations and valuation analyses Draft clear and concise summaries, reports, and presentations for internal and client review Collaborate with team members to maintain organized case files and ensure accuracy in documentation 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:
Demonstrated interest in forensic accounting, litigation consulting, or valuation analysis through coursework, internships, or related experience Accounting track: Certifications:
CPA, CFE, CFF, CVA, CBA, or ABV license or eligible. Education:
Bachelor's degree in accounting or related field Paralegal track: Florida Registered Paralegal or similar credentials or eligible. Education:
Associates degree in related field Understanding of basic accounting principles, including debits/credits, journal entries, and financial statements Strong analytical, organizational, and problem-solving skills Excellent written and verbal communication abilities Proficiency in Microsoft Excel and familiarity with financial databases Ability to manage multiple tasks and deadlines in a fast-paced environment 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 commitment and flexibility to work beyond regular hours to meet team deadlines Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employer 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.
