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)
- Print, assemble, and organize tax returns and related documentation for delivery to clients.
- Prepare and distribute tax organizers and other client materials as directed.
- Print and organize SurePrep workpapers and ensure documents are properly stored within firm systems.
- Assist with organizing and maintaining tax records, files, and processing documentation.
- Sort and distribute incoming mail and packages.
- Prepare outgoing mail, certified mail, courier shipments, and tax return deliveries.
- Support invoicing and client delivery processes by ensuring documentation is complete and accurate.
- Assist with tax season logistics and administrative support activities.
- Communicate processing status and outstanding items to team members as needed.
- Follow established procedures and quality standards to ensure accurate and timely completion of work.
- Support a positive team environment by collaborating effectively and assisting others during peak periods.
- Identify errors or processing issues and bring them to the attention of leadership.
- Maintain familiarity with firm systems, workflows, and processing procedures.
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.
Your Background
- Previous experience in an administrative, processing, clerical, or office support role preferred; experience within a public accounting or professional services environment is a plus.
- Strong attention to detail and commitment to producing accurate, high-quality work.
- Ability to organize and prioritize tasks while managing multiple deadlines in a fast-paced environment.
- Strong written and verbal communication skills with a professional and team-oriented approach.
- Comfortable working with technology and learning new systems, software, and firm processes.
- Proficiency with Microsoft Office Suite (Word, Excel, Outlook); experience with tax software, document management systems, or workflow tools is a plus.
- Demonstrated reliability, dependability, and commitment to following established procedures and quality standards.
- Ability to handle confidential client and firm information with discretion and professionalism.
- Positive attitude and willingness to support team members during peak periods, including tax season.
- Desire to learn, develop new skills, and build expertise within tax processing and administrative operations.
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.
