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)
- Assist with organizing, scanning, uploading, and maintaining client tax documents within firm systems
- Support the tax team by tracking receipt of client information and helping ensure all required documentation is collected timely
- Assist with preparing and assembling tax return packages, engagement files, and related correspondence
- Enter and maintain client and tax-related information in firm databases and workflow management systems with accuracy and attention to detail
- Help monitor filing deadlines, extension requests, and return statuses to support efficient workflow management
- Assist with electronic filing processes, including preparation and tracking of signature documents and authorizations
- Support administrative aspects of tax engagements, including document requests, file maintenance, and data verification
- Communicate clearly with internal team members regarding missing information, document issues, and workflow updates
- Maintain confidentiality when handling sensitive client financial and personal information
- Contribute to team projects and participate in learning opportunities and training sessions
- Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership
- Meet agreed upon targets to fulfill individual performance and overall firm productivity
Your Background
- Required: Currently pursuing a bachelor's degree in business administration, accounting, finance, office administration, or a related field
- Strong organizational skills and attention to detail when working with documentation and data
- Proficiency in Microsoft Office applications, including Excel, Word, Outlook, and Adobe Acrobat
- Ability to manage multiple priorities and meet deadlines in a fast-paced environment
- Good communication, organizational, and interpersonal skills
- Ability to follow instructions, ask questions, and seek feedback to improve your work
- Professionalism and discretion when handling confidential information
- Interest in gaining experience within a tax, accounting, or professional services environment
- Availability to work part-time or full-time during the internship term, with flexibility during peak deadlines
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.
© 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.
