Client Development Director Jobs in Santa Rosa, CA

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):
Provide strategic oversight and leadership for the planning, execution, and delivery of the firm's most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures
Serve as the firm's lead technical authority on GAAP, GAAS, PCAOB standards, and SEC reporting, providing critical guidance on complex accounting issues such as revenue recognition, lease accounting, consolidations, and internal controls
Direct and review the preparation and distribution of all periodic financial statements for external reporting, ensuring compliance with professional standards, firm policies, and regulatory requirements
Advise senior leadership and clients on trends and changes in accounting standards and regulatory reporting requirements; recommend and implement best-practice responses
Oversee all engagement strategies and ensure alignment with client goals, risk management protocols, and evolving industry and regulatory expectations
Act as a liaison with external auditors and regulators where applicable, and coordinate preparation of materials for boards, audit committees, or shareholders as needed
Approve engagement budgets and resource planning, ensuring profitability while maintaining quality standards and effective use of staff
Drive innovation and process improvement by enhancing audit methodology, adopting emerging technologies, and evaluating new tools and workflows to increase efficiency and quality
Mentor, coach, and develop senior managers and managers, overseeing their progression and succession planning while fostering a culture of accountability, technical growth, and collaborative leadership
Review and approve all major deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, compliance, and strategic insight
Serve as a trusted advisor to clients, helping them interpret audit outcomes, understand business implications, and strengthen internal financial reporting functions
Lead firm-wide business development efforts by contributing to proposals, pricing strategies, client pitches, and relationship expansion initiatives
Champion firm values and culture, contributing to key initiatives, promoting inclusion and collaboration, and representing Sorren at professional associations, conferences, and community forums
Maintain technical and leadership excellence through continuous learning, thought leadership, and participation in standard-setting and industry advocacy groupsPerform 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 productivity
Your Background:
10+ years of experience in assurance-related work
CPA license
Bachelor's degree in accounting or a related field
Authoritative expertise in U.S. GAAP, GAAS, PCAOB, and SEC regulations, with the ability to interpret complex and evolving accounting standards and advise on their practical application across a wide range of industries and client structures
Extensive experience leading high-profile and high-risk assurance engagements, including group audits, public company audits, and engagements involving significant estimates, judgments, or internal control considerations
Mastery of assurance technologies and analytics platforms, with a proven ability to assess, implement, and optimize tools to enhance engagement efficiency, data accuracy, and business insights for clients
Demonstrated success in managing and developing senior leaders, including mentoring Senior Managers and Managers through succession planning, performance coaching, and technical development
Exceptional executive communication skills with the ability to build trusted relationships at the C-suite and board levels, lead critical conversations with clients, and represent the firm in regulatory or oversight contexts
Strategic advisory mindset, capable of aligning assurance services with clients' business goals, risk profiles, and growth strategies, while contributing to the firm's long-term vision and innovation efforts
Strong financial and operational acumen, including the ability to evaluate engagement profitability, oversee budget planning, and drive continuous improvement in resource utilization and service delivery
Advanced problem-solving and risk management capabilities, with the judgment to resolve complex technical and client service challenges, and the foresight to mitigate engagement and firm-level risk
Proven contributor to firm-wide initiatives, including methodology enhancement, quality control, talent development, and business development strategies
Recognized thought leader, actively engaged in professional development, technical training, and knowledge-sharing through firm channels, industry events, or professional associations
Commitment to ethical leadership and quality-first culture, modeling integrity, accountability, and technical excellence in every aspect of client service and team leadership
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $160,000 - $220,000.

Colorado compensation range for this role is $160,000 - $220,000.

Actual compensation is influenced by a variety of factors including but not limited to skills, experience, qualifications, and geographic location. Discretionary incentive compensation is based on firm, group, and individual performance.

Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the jobSorren is an equal opportunity employer

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.