The posting
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)
- Workflow, Delivery & Deadline VisibilityAt a department level, monitor tax return life-cycle phases from preparation through e-file. Monitor due dates, target dates, filing deadlines, delivery timing, turnaround expectations, and final-week deadline readiness. Identify stalled, aging, or at-risk work; follow up with the appropriate team members; proactively communicate emerging delivery risks before deadlines or client commitments are missed.
- Capacity, Resources & Staffing SupportReview utilization, capacity, workload distribution, production demand, and complexity to support objective resource planning. Support assignments, reassignments, resource coordination, pools team structure, PM/CSM decisions, and filing-season planning. Coordinate support for overloaded team members, available-work needs, staffing observations, and capacity planning.
- Onshore, Offshore & Administrative CoordinationMonitor onshore and offshore workload, capacity, workflow movement, turnaround, demand, training needs, and operational constraints. Identify appropriate offshore opportunities and coordinate with the offshore champion on approved processes, meetings, training, and adoption support. Partner with Lead Tax Processor to resolve recurring administrative or communication barriers.
- Process Compliance, Systems & Data StewardshipMonitor adherence to workflows, assignment methods, direct-assignment rules, FIFO expectations, required fields, and other established process standards. Identify incomplete workflow information, outdated dates, aging notes, and inconsistencies between tax and workflow systems. Coordinate periodic cleanup, authorized updates, system alignment, software/workflow support, ticket follow-up, approved improvements, and process documentation.
- Communication, Meetings & Leadership LiaisonPrepare tax huddle agendas and communicate deadline progress, workflow reminders, process changes, software updates, and operational priorities. Maintain professional relationships, serve as an operational liaison, and route technical, policy, personnel, or client-relationship matters to the appropriate leader.
- Check-Ins, Training & Follow-ThroughFocus check-ins on workload, workflow movement, due dates, process understanding, offshore opportunities, training needs, obstacles, and follow-ups. Support onboarding, intern-program logistics, operational training, buddy resources, related materials, documented follow-ups, and escalation of sustained workflow or training concerns.
Your Background
- Experience in operations, project coordination, or administrative roles — preferably within professional services such as accounting, legal, or consulting.
- Strong attention to detail and a talent for keeping multiple projects moving simultaneously.
- Proficiency with Microsoft Office Suite and comfort learning new software or workflow tools.
- Excellent written and verbal communication skills, with an ability to collaborate across levels and departments.
- A proactive mindset — you anticipate needs, solve problems before they escalate, and take pride in keeping things running smoothly.
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
*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.
