Accounting Operations Manager

This is a fully remote position, open to applicants in United States.

📋 Description

• Ensure a seamless and efficient onboarding experience for clients utilizing Sorren's bookkeeping services and related add-ons, which encompass technology/SaaS, e-commerce, cryptocurrency, as well as advanced Controller and CFO services.

• Leverage strong technical accounting knowledge to analyze new client financials, pinpoint complexities, risks, gaps, and historical issues, and ascertain the appropriate scope of work.

• Effectively communicate onboarding requirements, cleanup necessities, timelines, and expectations to clients, ensuring clarity and alignment prior to the commencement of work.

• Collaborate closely with members of the Accounting team to convert identified complexities into actionable plans and guarantee proper execution.

• Establish a proactive and collaborative atmosphere between the customer and the Accounting Team.

• Assist Sorren CAS team members by addressing inquiries related to complex and advanced accounting matters, offering guidance, and eliminating obstacles to maintain productivity.

• Diagnose advanced accounting and operational challenges, formulate action plans, and suggest solutions or additional services when deemed appropriate.

• Carry out special projects that enhance Sorren’s internal CAS operations, focusing on boosting efficiency, consistency, and quality.

• Collaborate across Operations, Accounting, Tax, and other internal stakeholders to ensure smooth transitions and shared responsibility.

• Foster healthy client relationships by acting as a coordination and escalation point for assigned accounts, working collaboratively with internal teams as necessary.

⛳️ Requirements

• Bachelor's degree in Accounting or a related discipline, or equivalent relevant experience.

• 5–8+ years of experience in accounting, client onboarding, or operations-oriented roles.

• Strong grasp of full-cycle accounting and intricate accounting scenarios.

• Proven capability to evaluate disorganized or incomplete financial records and establish realistic expectations.

• Excellent written and verbal communication skills.

• Documented success in collaborative, cross-functional environments.

• Highly organized, detail-oriented, and adept at managing multiple priorities.

• Comfortable working independently while closely collaborating with others.

🏝️ Benefits

• Generous paid time off.

• Comprehensive medical, dental, and vision coverage, along with 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 assist you in succeeding on the path to licensure.

• Firm-sponsored events and spontaneous team activities.

• Celebrations to commemorate milestones such as the conclusion of busy season and the holidays.