Operations Specialist

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.

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.

• Partner with department leaders to track firmwide projects and initiatives, ensuring timelines, deliverables, and commitments are met
• Maintain visibility into project status across service lines, proactively identifying risks or resource constraints
• Coordinate project initiation, documentation, and staffing in collaboration with administrative and leadership teams
• Prepare operational reports, dashboards, and updates for leadership meetings
• Provide direct coordination and administrative support to the local Partner‑in‑Charge, including calendar management, meeting logistics, and follow‑up on action items
• Assist with meeting agendas, materials, and documentation as requested
• Lead and support cross‑functional projects from initiation through completion
• Identify opportunities to improve workflows, systems, and operational efficiency
• Support consistent use of project tracking tools and operational systems

• Bachelor’s degree in business, management, or a related field (preferred)
• 5–7 years of experience in operations, project coordination, office management, or executive support roles
• Experience supporting senior leaders and managing projects across multiple stakeholders
• Strong organizational, communication, and problem‑solving skills
• High level of proficiency with Microsoft Office and ability to learn new systems quickly

• Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
• This position may be classified as exempt or non‑exempt depending on work location, salary, and level of responsibility
• Timekeeping and overtime requirements will follow applicable federal, state, and local laws
• Sorren is an equal opportunity employer

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.

• 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.