Senior Associate - Client Accounting Services

Sorren

  • Medford, Oregon
  • 30+ days ago
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    Skills

    • Accountingunmatched
    • Accounting Softwareunmatched
    • Accounts Receivableunmatched
    • American Institute of Certified Public Accountants (AICPA)unmatched
    • Business Servicesunmatched
    • Career Developmentunmatched
    • Cash Flowunmatched
    • Certified Public Accountant (CPA)unmatched
    • Coachingunmatched
    • Communication Skillsunmatched
    • Consultingunmatched
    • Customer Experienceunmatched
    • Customer Support/Serviceunmatched
    • Establish Prioritiesunmatched
    • Financial Analysisunmatched
    • Financial Mathematicsunmatched
    • Financial Reportingunmatched
    • Forecastingunmatched
    • Generally Accepted Accounting Principles (GAAP)unmatched
    • Journal Entriesunmatched
    • Leadershipunmatched
    • Materials Analysisunmatched
    • Mentoringunmatched
    • Organizational Skillsunmatched
    • Performance Analysisunmatched
    • Presentation/Verbal Skillsunmatched
    • Private Client Servicesunmatched
    • Problem Solving Skillsunmatched
    • Professional Servicesunmatched
    • Reconciliationunmatched
    • Regulationsunmatched
    • Tax Returnsunmatched
    • Team Playerunmatched
    • Time Managementunmatched
    • Writing Skillsunmatched

    Description

    Our FirmSorren 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 JourneyOur 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 entitiesOversee annual accounting procedures to prepare records for tax preparation, 1099s, and tangible personal property returnsPrepare and review compilations on a monthly, quarterly, or annual basis based on client requirementsIdentify material misstatements and evaluate inconsistencies in financial reportsPrepare client cash flow forecasts and monitor engagement performance against budgetsAnalyze organizational structures and financial impacts to ensure accurate accountingTrain and review work for associates, providing constructive feedback to foster growthCommunicate effectively with team members and clients to address project statuses and inquiriesContribute to team efforts through collaboration, volunteering support, and knowledge sharingParticipate in professional development through training sessions and independent learningManage multiple engagements and prioritize tasks to meet deadlinesPerform 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 productivityYour Background:3-5 years of experience in general accountingCPA license or eligible (preferred)Bachelor’s degree in accounting or related fieldStrong understanding of complex accounting principles, including GAAP and financial reporting frameworksProficiency in learning and using accounting software and related toolsExcellent verbal and written communication skills for collaboration and client interactionsStrong organizational skills and attention to detailAccurate mathematical and financial analysis skillsAbility to work independently while also coaching newer team members and seeking support from leadership as neededAnalytical thinking to identify and address inconsistencies in financial reportingDemonstrated problem-solving skills where solutions are proactively proposed to relevant partiesProactive approach to delivering a high-quality customer experience in a multi-client environmentFull-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 jobSorren 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.

    Numbers & Facts

    LocationMedford, Oregon

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