What are the responsibilities and job description for the Assurance Associate position at Sorren?
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):
Perform assigned assurance procedures, including audits, reviews, compilations, and agreed-upon procedures
Reconcile workpapers to trial balance accounts and ensure neat, complete, and organized documentation
Understand and apply basic concepts of GAAP, GAAS, and other financial reporting frameworks
Determine scope of testing, select samples, and demonstrate audit skepticism
Prepare and review draft financial statements and identify potential issues for documentation and communication
Obtain an understanding of control deficiencies and assist in documenting items for management communication
Manage individual workloads across multiple engagements and prioritize tasks with supervisor guidance
Communicate effectively with team members on project statuses and participate actively in meetings
Develop a basic understanding of client industries and issues that may impact audit work
Contribute to team efforts by volunteering to assist and participating in training and independent learning
Demonstrate strong time management skills to meet deadlines and engagement priorities
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
CPA license or eligible
Bachelor’s degree in accounting or related field
Understanding of audit standards and ability to adapt to changes
Proficiency in learning and utilizing audit-related software and tools
Strong verbal and written communication skills for effective collaboration
Excellent organizational skills and attention to detail
Accurate mathematical and accounting skills
Ability to follow firm procedures and deliver high-quality work
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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
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):
Perform assigned assurance procedures, including audits, reviews, compilations, and agreed-upon procedures
Reconcile workpapers to trial balance accounts and ensure neat, complete, and organized documentation
Understand and apply basic concepts of GAAP, GAAS, and other financial reporting frameworks
Determine scope of testing, select samples, and demonstrate audit skepticism
Prepare and review draft financial statements and identify potential issues for documentation and communication
Obtain an understanding of control deficiencies and assist in documenting items for management communication
Manage individual workloads across multiple engagements and prioritize tasks with supervisor guidance
Communicate effectively with team members on project statuses and participate actively in meetings
Develop a basic understanding of client industries and issues that may impact audit work
Contribute to team efforts by volunteering to assist and participating in training and independent learning
Demonstrate strong time management skills to meet deadlines and engagement priorities
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
CPA license or eligible
Bachelor’s degree in accounting or related field
Understanding of audit standards and ability to adapt to changes
Proficiency in learning and utilizing audit-related software and tools
Strong verbal and written communication skills for effective collaboration
Excellent organizational skills and attention to detail
Accurate mathematical and accounting skills
Ability to follow firm procedures and deliver high-quality work
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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
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