CAS Associate

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: 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. Your Impact (Essential Duties): 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…