Director of AI and Innovation

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, tax, advisory, and wealth management.

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.

The Director of AI and Innovation will play a pivotal role in shaping the future of our firm through the strategic adoption and integration of artificial intelligence, automation, and emerging industry tools and technologies. Reporting to the CIO, this leader will be responsible for developing and executing a firmwide AI and innovation strategy that enhances operational efficiency, strengthens client service, and positions the firm as a digital leader in the accounting profession. The Director will lead and drive transformative initiatives that align with the firm’s vision of combining deep technical expertise with forward-thinking innovation.

The ideal candidate has a blend of business analysis and technology skills to go along with a forward thinking, operational mind set. The ideal candidate is both a strategic thinker and a hands-on technical practitioner capable of assessing emerging technologies and leading efforts to implement and measure change within the organization. This position will play a key role in ensuring the firm stays at the head of the industry through the strategic use of AI and other emerging solutions.

Your Impact (Essential Duties)

• Participate in the development and lead the implementation of the firm’s AI and Innovation Strategy.
• Design and execute a comprehensive AI roadmap that aligns with the firm’s strategic objectives and technology vision.
• Stay abreast of vendors and technologies impacting the accounting industry. Maintain strategic relationships and monitor vendor roadmaps. Develop plans for evaluating solutions as they progress and mature.
• Partner with service line and department leaders to identify challenges and high-value automation and AI opportunities across tax, audit, advisory, accounting services, and back-office functions.
• Lead the selection, design, and execution of AI pilot programs, ensuring measurable outcomes that allow for quality decision making for scalability across the firm.
• Lead assessments of emerging technologies and platforms and manage enterprise-level implementations.
• Lead the AI Sterring Committee and champion a culture of continuous improvement and experimentation.
• developing education and training programs that help staff leverage AI responsibly and effectively.
• Design AI literacy programs and training initiatives alongside HR to build awareness and drive responsible and effective adoption.
• Collaborate with IT security and risk management to ensure ethical, secure, and compliant use of AI and data across all initiatives.
• Design and lead change management initiatives that support adoption, process redesign, and measurable performance improvements.
• Establish KPIs to monitor the impact of AI and other technologies on productivity, quality, and client experience.

Your Background

Education and Experience

• Bachelor’s degree in Information Systems, Computer Science, Accounting, Business, or related field.
• 5 years of experience in technology, innovation, or data strategy roles — ideally within accounting or professional services.
• Demonstrated experience implementing or managing the roll out of AI and automation technologies such as Microsoft Copilot, ChatGPT, Azure AI, or Power Automate.
• Demonstrated experience integrating systems through the use of APIs.
• Experience leading digital transformation initiatives in a CPA or professional services firm.
• Strong understanding of accounting firm operations and service delivery processes.
• Proven leadership in cross-functional project management, innovation strategy, and organizational change.
• Excellent communication skills, with the ability to translate complex technology concepts into clear business value.
• Prior participation in innovation labs, AI centers of excellence, or digital transformation offices preferred.

Skills and Attributes

• Strategic thinker with the ability to translate business goals into actionable initiatives.
• Strong interest in AI and ability to enthusiastically communicate the value that AI and other emerging technology can bring.
• Excellent communication and collaboration skills with both technical and non-technical stakeholders.
• Strong project management, problem-solving, and organizational skills.