Senior Client Advisor 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):
Lead the planning, execution, and delivery of the firm's most complex and high-risk assurance engagements, including audits, reviews, and agreed-upon procedures across diverse industries.
Serve as a technical expert in GAAP, GAAS, and other regulatory standards, providing guidance to internal teams and clients on complex accounting issues such as revenue recognition, lease accounting, and consolidations.
Develop and oversee engagement strategies, ensuring alignment with client objectives, risk management considerations, and evolving industry requirements.
Review and approve engagement budgets, ensuring financial targets are met while maintaining high-quality client service and efficient use of firm resources.
Drive continuous improvement in audit methodology, engagement planning, and execution by evaluating team workflows and integrating new technologies and best practices.
Supervise and coach managers, senior associates, and associates, fostering a culture of accountability, collaboration, and technical excellence.
Lead team performance management, including performance reviews, career development planning, and succession strategies.
Review and approve all client deliverables, including financial statements, audit reports, and internal control communications, ensuring clarity, accuracy, and regulatory compliance.
Serve as a strategic advisor to clients, helping them interpret audit results and make informed financial and operational decisions.
Identify and manage engagement risks proactively, resolving complex issues and escalating when necessary with sound judgment and professionalism.
Cultivate and deepen trusted advisor relationships with key clients by understanding their business goals, anticipating needs, and delivering value-added insights.
Participate in firm-wide business development efforts, including proposal development, pricing strategies, and representing the firm at client meetings and professional events.
Champion firm values by contributing to strategic initiatives, mentoring firm talent, and supporting a collaborative and inclusive team environment.
Stay at the forefront of regulatory and industry developments through ongoing learning, thought leadership, and participation in professional associations.
Demonstrate advanced time and project management skills to lead multiple, concurrent engagements with competing deadlines while maintaining excellence in delivery and team well-being.
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:
8+ years of experience in assurance-related work
CPA license
Bachelor's degree in accounting or a related field
Deep technical expertise in GAAP, GAAS, and other relevant financial reporting frameworks; ability to interpret and apply evolving standards
Proven track record of successfully leading large-scale and high-risk engagements from planning through delivery
Advanced proficiency in assurance technology platforms and data analytics tools to drive engagement efficiency and insight
Demonstrated ability to manage and coach multi-level teams, including Managers, Senior Associates, and Associates, with a focus on development and retention
Excellent communication and executive presence, with the ability to influence key client stakeholders and internal leadership
Strategic thinker with strong business acumen, capable of aligning client service delivery with firm growth initiatives
Exceptional organizational skills with the ability to balance multiple priorities in a deadline-driven environment
Analytical mindset with the ability to anticipate issues, propose solutions, and deliver value-added recommendations to clients
Commitment to ongoing professional development and thought leadership within the assurance profession
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines

California compensation range for this role is $125,000 - $170,000.

Colorado compensation range for this role is $125,000 - $170,000.

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.