Client Success Manager Jobs in Bend, OR (NOW HIRING)

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):
Manage a variety of complex assurance projects, including audits, reviews, and agreed-upon procedures
Apply expertise in GAAP, GAAS, and other financial reporting frameworks to evaluate audit risks and guide strategy
Plan engagements by managing budgets, staffing, and scope of work, revising programs as necessary
Supervise, train, and mentor team members, providing constructive feedback to ensure growth and performance
Monitor project completion to ensure team productivity, profitability, and adherence to audit objectives
Review workpapers, financial statements, and audit programs for accuracy, completeness, and compliance
Assess findings, classify control deficiencies, and prepare management and governance letters for clients
Prepare proposals for new assurance work, setting realistic and profitable fee structures
Communicate effectively with clients and team members to address project statuses and audit issues
Foster and develop meaningful client relationships to ensure expectations are clearly defined and met
Participate in professional development through training sessions and independent learning opportunities
Demonstrate strong time management skills to prioritize engagements and meet deadlines
Perform 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:
5-10 years of experience in assurance-related work
CPA license or eligible
Bachelor's degree in accounting or a related field
Expertise in audit standards, procedures, and financial reporting frameworks
Ability to manage complex engagements and align with firm goals
Proficiency in audit software and related tools
Strong leadership and communication skills to mentor team members and collaborate with clients
Excellent organizational skills to handle multiple engagements effectively
High attention to detail and accuracy in financial analysis and reporting
Analytical thinking to address complex audit and accounting issues
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $110,000 - $143,000.

Colorado compensation range for this role is $110,000 - $143,000.

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.