Advisory Associate

Our FirmSorren 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 JourneyOur 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 SummaryYour Impact (Essential Duties):Assist in forensic accounting investigations by gathering and analyzing financial data, identifying discrepancies, and reconciling accountsSupport the preparation of initial case documentation, exhibits, and financial summaries for litigation and dispute resolution mattersLearn and apply foundational valuation methodologies under the guidance of senior team membersAnalyze financial statements, tax returns, and other business records to assist in damage calculations and valuation analysesDraft clear and concise summaries, reports, and presentations for internal and client reviewCollaborate with team members to maintain organized case files and ensure accuracy in documentationPerform 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 and team performance and overall firm productivityYour BackgroundDemonstrated interest in forensic accounting, litigation consulting, or valuation analysis through coursework, internships, or related experienceAccounting track: Certifications: CPA, CFE, CFF, CVA, CBA, or ABV license or eligible. Education: Bachelor’s degree in accounting or related fieldParalegal track: Florida Registered Paralegal or similar credentials or eligible. Education: Associates degree in related fieldUnderstanding of basic accounting principles, including debits/credits, journal entries, and financial statementsStrong analytical, organizational, and problem-solving skillsExcellent written and verbal communication abilitiesProficiency in Microsoft Excel and familiarity with financial databasesAbility to manage multiple tasks and deadlines in a fast-paced environmentAbility to follow procedures and deliver high-quality, reliable workAbility to work independently while proactively seeking support as needed to maintain efficiency and productivityFull-time commitment and flexibility to work beyond regular hours to meet team deadlinesReasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employerWhy 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 offComprehensive medical, dental, and vision coverage, plus life and disability insurance401(k) retirement savings planPaid holidays, including a firmwide winter break (December 24 – January 1)Paid parental leave (available after one year of service)Mentorship and career development programsCPA exam support to help you succeed on the path to licensureFirm-sponsored events and spontaneous team activitiesCelebrations to mark milestones like the end of busy season and the holidaysBenefits are available to full-time employees regularly scheduled to work at least 30 hours per week.© 2025 “Sorren” is the brand name under which Sorren CPAs, P.C. and Sorren, Inc. and its subsidiary entities provide professional services. Sorren CPAs P.C. and Sorren, Inc. and its subsidiary entities practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Sorren CPAs P.C. is a licensed independent CPA firm that provides attest services to its clients, and Sorren, Inc. and its subsidiary entities provide tax and business consulting services to their clients. Sorren, Inc. and its subsidiary entities are not licensed CPA firms.