Manager In Client Accounting Services 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 leadership and oversight for the firm's most complex tax engagements, including high-net-worth individuals, multi-entity businesses, and cross-jurisdictional structures
Serve as a key advisor to clients on tax planning strategies, transaction structuring, succession planning, and long-term tax minimization approaches
Oversee the review of highly complex tax returns, ensuring technical accuracy, alignment with client goals, and compliance with federal, state, and local tax regulations
Guide the development and execution of engagement strategies, coordinating with internal specialists and external advisors as needed to deliver comprehensive client service
Lead technical research on complex tax issues and evolving legislation, distilling insights into practical guidance for clients and internal teams
Act as a resource to the firm by providing technical leadership on emerging tax matters, including regulatory changes and industry-specific developments
Drive continuous improvement in tax processes, documentation standards, and quality control to enhance accuracy, efficiency, and scalability
Coach and mentor managers and senior associates through goal-setting, feedback, and performance reviews, with a focus on leadership development and succession planning
Cultivate deep, trusted client relationships, becoming a strategic partner in their financial decision-making and advocating for their long-term success
Collaborate across service lines-such as assurance, advisory, and client accounting-to provide integrated, value-added solutions
Contribute to firm growth by participating in business development efforts, including client pitches, proposal development, and pricing strategies
Represent the firm at industry events, conferences, and networking forums to enhance visibility and build connections
Promote a culture of continuous learning by leading internal trainings, supporting certification efforts, and modeling technical excellence
Oversee resource allocation and engagement planning to ensure optimal team productivity, profitability, and client satisfaction across the tax function
Perform other duties and displays flexibility to take on a variety of responsibilities assigned by firm leadership
Meet annual billable hour and other targets to fulfill individual performance and overall firm productivity
Your Background:
8+ years of experience in tax preparation
CPA license or eligible
Bachelor's degree in accounting or related field
Deep expertise in federal, state, and local tax laws, with a proven ability to interpret complex regulations and apply them to diverse client scenarios
Demonstrated success in delivering strategic tax planning, including entity structuring, succession planning, and transaction advisory
Advanced proficiency in tax compliance software and research tools; able to leverage technology to improve workflow and client insights
Proven ability to lead, coach, and develop multi-level teams across engagements while promoting technical growth and performance excellence
Exceptional communication skills with the ability to convey complex tax concepts clearly to clients, peers, and stakeholders
Strong business acumen and ability to align tax strategy with client objectives and firm growth initiatives
Outstanding organizational and project management skills to lead concurrent engagements and meet critical deadlines
High attention to detail combined with the ability to see the big picture and provide forward-looking tax guidance
Analytical and solution-oriented mindset with the capacity to resolve nuanced tax issues and contribute to firm-wide thought leadership
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $135,000 - $180,000.

Colorado compensation range for this role is $135,000 - $180,000.

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.