Director - Client Accounting Services

Director - Client Accounting Services page is loaded## Director - Client Accounting Services locations:
Santa Rosa, CAtime type:
Full time posted on:
Posted 2 Days Agojob requisition :
JR100341
** 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.
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* 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…