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Sorren
CAS ManagerSorren • Madison, WI, United States
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CAS Manager

CAS Manager

Sorren • Madison, WI, United States
10 days ago
Job type
  • Full-time
Job description

Sorren Job Opportunity

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 numberswe 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):Manage and review complex accounting functions, including reconciliations, adjusting entries, bill payments, and accounts receivable for multiple entitiesOversee annual accounting procedures to prepare financial records for tax preparation, 1099s, and tangible personal property returnsPrepare financial compilations on a monthly, quarterly, or annual basis based on client needsIdentify and address material misstatements, inconsistencies, and risks in financial reportsProvide advisory and financial consulting services to clients, leveraging industry expertisePrepare engagement budgets and monitor performance to ensure efficient use of resourcesFoster and develop meaningful client relationships to ensure expectations are clearly defined and metConduct detailed reviews of engagements, providing constructive feedback and mentoring less experienced team membersResearch complex accounting issues and present recommendations with supporting documentationCommunicate effectively with team members and clients to address project statuses and financial concernsParticipate in training programs and independent learning to maintain and expand technical knowledgeDemonstrate time management skills to prioritize engagements and ensure timely delivery of workPerform 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:510 years of experience in general accountingCPA license or eligible (preferred)Bachelor's degree in accounting or related fieldThorough understanding of complex accounting principles, including GAAP and financial reporting frameworksProficiency in learning and using accounting software and related toolsStrong leadership and communication skills for mentoring teams and managing client relationshipsExcellent organizational skills and attention to detailAnalytical thinking to identify risks, inconsistencies, and solutions in financial reportingHigh accuracy in mathematical and accounting tasksAbility to oversee multiple engagements and ensure compliance with firm proceduresProactive problem-solving skills, including leadership in collaborative solution proposals and implementationsAbility to design and optimize accounting processes to drive efficiency, ensure accuracy, and maintain internal controlsFull-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 growthboth 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.

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CAS Manager • Madison, WI, United States

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