Sorren, Inc.

Role Description 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 - Innovation & Growth Key Responsibilities: - Develop and execute inbound digital campaigns that generate qualified CAS leads for the sales team. - Manage paid ads, paid social, retargeting, landing pages, organic social, email nurturing, and lead capture strategies. - Own HubSpot campaign setup, tracking, workflows, attribution, and reporting. - Build dashboards and report on campaign performance, lead quality, conversions, pipeline influence, and ROI. - Manage and coordinate third-party website and SEO vendors to ensure CAS digital content, landing pages, messaging, visuals, and user experience remain current, aligned with campaign goals, and optimized for lead generation. - Develop industry-specific messaging and campaigns based on ideal client profiles and buyer pain points. - Manage CAS technology partner relationships and identify co-marketing opportunities including sponsorships, webinars, joint campaigns, and conferences. - Create and manage CAS marketing materials, including brochures, one-pagers, pitch decks, web copy, and sales enablement content. - Lead the development of case studies and client success stories. - Track and coordinate speaking opportunities, conference participation, webinars, and presentation preparation. - Ensure all materials align with firm brand standards and messaging. Qualifications - Bachelor’s degree in marketing, communications, business, or related field. - 5+ years of B2B marketing experience. - Strong HubSpot and WordPress experience required. - Experience with inbound marketing, paid digital campaigns, landing pages, retargeting, email nurturing, and reporting. - Experience in professional services, accounting, advisory or financial services preferred. - Excellent writing, editing, communication, and project management skills. - Ability to manage multiple campaigns and stakeholders at once. - Experience with partner marketing, co-marketing, webinars, events, or sales enablement preferred. Requirements - The compensation target for this role is $80,000. 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. Benefits - 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

Role Description 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 - Innovation & Growth 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. Qualifications - 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. Benefits - 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.

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): Provide executive oversight of complex client portfolios, including multi-entity groups, high-growth startups, and high-volume transactional operations Drive the strategic vision of the outsourced accounting practice, aligning team capabilities, technologies, and service offerings with evolving client needs and firm goals Guide client organizations through financial transformation initiatives, such as ERP implementations, process automation, shared services transitions, and IPO or transaction readiness Serve as a trusted strategic advisor to CFOs, founders, and executive teams, offering high-level financial guidance and support for strategic planning, fundraising, M&A, and risk mitigation Ensure the accurate and timely delivery of financial statements, internal dashboards, KPIs, and customized management reporting packages Lead the design and oversight of scalable financial processes, including month-end close cycles, internal controls, and workflow systems tailored to client environments Act as the firm’s technical lead on complex accounting matters, providing clear, GAAP-compliant guidance on issues such as revenue recognition, lease accounting, and equity transactions Develop, maintain, and refine client service standards, documentation protocols, and workflow best practices to ensure high-quality outcomes at scale Maintain executive accountability for service delivery, budget adherence, and client satisfaction across a diverse and growing book of business Oversee the structuring and pricing of engagements, ensuring client value, profitability, and alignment with firm-wide margin targets Serve as the primary escalation point for both client concerns and internal challenges, resolving issues with professionalism and strategic foresight Foster deep, long-term client partnerships by proactively identifying risks and opportunities and offering value-added recommendations Lead, coach, and support accounting managers, seniors, and associates, including performance feedback, goal setting, and career pathing Promote a collaborative and accountable team culture, where high performance, professional development, and inclusion are priorities Actively participate in cross-functional initiatives with tax, advisory, and assurance leaders to deliver integrated, firmwide client solutions Champion process improvement and automation, including the adoption of cloud-based accounting systems, AI tools, and workflow optimizers Evaluate and implement new technologies and best practices to ensure continuous improvement in service delivery, quality control, and team efficiency Contribute to internal firm strategy by participating in leadership meetings, resource planning, practice management, and talent acquisition Lead internal technical trainings and knowledge-sharing efforts to uplift team capabilities and stay ahead of regulatory and industry changes 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: 10+ years of experience in general accounting CPA license or eligible (preferred) Bachelor’s degree in accounting or related field Expert-level knowledge of U.S. GAAP, financial reporting frameworks, and internal control design, with the ability to guide complex, judgment-based accounting matters across varied client industries and entity structures Demonstrated leadership in financial transformation, including experience architecting and executing scalable accounting systems, process automation, and ERP implementations to support high-growth, high-complexity environments Mastery of cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Sage Intacct) and related tools (e.g., Fathom, BILL, Jirav), with a focus on workflow optimization and reporting integration Proven success overseeing large, dynamic client portfolios, including multi-entity consolidations, international operations, and clients undergoing rapid growth or change Track record of developing leaders at all levels, including mentoring managers, supporting advancement, and cultivating a culture of accountability, inclusion, and continuous improvement Strong executive communication and relationship-building skills, with the ability to engage effectively with C-suite clients, investors, and internal stakeholders on financial and operational matters Strategic financial mindset, capable of translating financial data into actionable insights that support client decision-making, business strategy, and long-term goals Advanced project leadership and resource management skills, ensuring that multiple engagements are executed on time, within scope and budget, while maintaining a high standard of quality Proactive and analytical problem-solving orientation, with a history of identifying root causes, recommending improvements, and leading successful implementations of new processes or technologies Commercial acumen and business advisory skills, with the ability to evaluate client needs, recommend solutions, and contribute to service line growth and profitability Recognized thought leader and technical resource within the firm, staying current on industry developments and contributing to internal knowledge-sharing and professional education Commitment to ongoing professional development, modeling continuous learning for self and team and promoting credentialing, training, and engagement with evolving best practices 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 employerWhy 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.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description The Billing & Collections Supervisor supports the Billing & Collections Manager by overseeing daily billing operations, accounts receivable management, and collections processes across all service lines. This role ensures invoices are accurate, timely, and compliant while helping manage receivables and support cash collections. The Supervisor serves as the first point of escalation for billing and A/R team members and helps maintain efficient workflows, strong internal controls, and consistent billing practices across the organization. The ideal candidate is detail-oriented, highly organized, experienced with professional services billing systems (including CCH), and comfortable guiding and supporting a remote team. Key Responsibilities - Billing Operations - Oversee daily billing operations and invoice processing to ensure accuracy, timeliness, and compliance. - Review and approve invoices, adjustments, write-ups/downs, and billing corrections prior to release. - Serve as a subject matter expert on CCH billing software, time and billing systems, and revenue cycle processes. - Support implementation of standardized billing procedures, billing controls, and workflow improvements. - Accounts Receivable & Collections - Monitor accounts receivable aging reports and support collection efforts on outstanding balances. - Partner with internal teams and clients to resolve billing disputes, invoice questions, and payment issues. - Investigate unapplied cash, payment discrepancies, and client account reconciliations. - Collaborate with A/R staff to ensure accurate payment posting, receivable reconciliation, and collections tracking. - Cross-Team Coordination - Work with internal service teams to ensure billing data, time entries, and billing codes are complete and accurate. - Resolve missing information, rate discrepancies, or coding issues impacting billing or collections. - Maintain documentation and standardized workflows to ensure billing accuracy and operational consistency. - Month-End Support & Reporting - Assist with month-end close processes related to billing and accounts receivable. - Review unbilled work, unposted invoices, and outstanding receivables. - Provide reporting and summaries to support financial reconciliation and revenue tracking. - Team Support - Mentor billing and A/R staff through guidance, training, and real-time problem solving. - Assist with onboarding and training related to billing systems, collections processes, and A/R workflows. - Perform quality checks to ensure billing accuracy and compliance with internal policies. Qualifications - 3–5 years of experience in billing, collections, or accounts receivable operations. - Experience in professional services billing, revenue cycle management, or time-and-billing environments preferred. - Proficiency with CCH billing software or similar billing/ERP systems. - Strong attention to detail and experience with A/R aging, invoice review, and collections follow-up. - Excellent communication, organization, and problem-solving skills. - Prior team leadership, billing supervision, or mentoring experience preferred. - Ability to work independently in a remote, fast-paced finance or accounting environment. Benefits - 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