Sorren · 5 hours ago
Director - Client Accounting Services
Santa Rosa, CA
Full-time
Onsite
Director/Executive
$140K/yr - $180K/yr
10+ years expSorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. They are seeking a Director of Client Accounting Services to provide executive oversight of complex client portfolios, drive the strategic vision of the outsourced accounting practice, and serve as a trusted strategic advisor to CFOs and executive teams.
AccountingConsultingTax Preparation
Responsibilities
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
Qualification
Required
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
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
Company
Sorren
Sorren is an accounting and advisory firm providing tailored tax, audit, and consulting services.
1001-5000 employees
H1B Sponsorship
Sorren has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
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Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageRecent News
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