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Advisory Associate

May 29, 2026

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):<ul><li>Assist in forensic accounting investigations by gathering and analyzing financial data, identifying discrepancies, and reconciling accounts</li><li>Support the preparation of initial case documentation, exhibits, and financial summaries for litigation and dispute resolution matters</li><li>Learn and apply foundational valuation methodologies under the guidance of senior team members</li><li>Analyze financial statements, tax returns, and other business records to assist in damage calculations and valuation analyses</li><li>Draft clear and concise summaries, reports, and presentations for internal and client review</li><li>Collaborate with team members to maintain organized case files and ensure accuracy in documentation</li><li>Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership  </li><li>Meet annual billable hour and other targets to fulfill individual and team performance and overall firm productivity</li></ul> Your Background:<ul><li>Demonstrated interest in forensic accounting, litigation consulting, or valuation analysis through coursework, internships, or related experience</li><li>Accounting track: Certifications: CPA, CFE, CFF, CVA, CBA, or ABV license or eligible. Education: Bachelor’s degree in accounting or related field</li><li>Paralegal track: Florida Registered Paralegal or similar credentials or eligible. Education: Associates degree in related field</li><li>Understanding of basic accounting principles, including debits/credits, journal entries, and financial statements</li><li>Strong analytical, organizational, and problem-solving skills</li><li>Excellent written and verbal communication abilities</li><li>Proficiency in Microsoft Excel and familiarity with financial databases</li><li>Ability to manage multiple tasks and deadlines in a fast-paced environment</li><li>Ability to follow procedures and deliver high-quality, reliable work</li><li>Ability to work independently while proactively seeking support as needed to maintain efficiency and productivity</li><li>Full-time commitment and flexibility to work beyond regular hours to meet team deadlines</li></ul>Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job Sorren is an equal opportunity employerWhy 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*: <ul><li>Generous paid time off</li><li>Comprehensive medical, dental, and vision coverage, plus life and disability insurance</li><li>401(k) retirement savings plan</li><li>Paid holidays, including a firmwide winter break (December 24 – January 1)</li><li>Paid parental leave (available after one year of service)</li><li>Mentorship and career development programs</li><li>CPA exam support to help you succeed on the path to licensure</li><li>Firm-sponsored events and spontaneous team activities</li><li>Celebrations to mark milestones like the end of busy season and the holidays</li></ul>*Benefits are available to full-time employees regularly scheduled to work at least 30 hours per week.<h3>© 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.</h3>

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Common Interview Questions And Answers

1. HOW DO YOU PLAN YOUR DAY?

This is what this question poses: When do you focus and start working seriously? What are the hours you work optimally? Are you a night owl? A morning bird? Remote teams can be made up of people working on different shifts and around the world, so you won't necessarily be stuck in the 9-5 schedule if it's not for you...

2. HOW DO YOU USE THE DIFFERENT COMMUNICATION TOOLS IN DIFFERENT SITUATIONS?

When you're working on a remote team, there's no way to chat in the hallway between meetings or catch up on the latest project during an office carpool. Therefore, virtual communication will be absolutely essential to get your work done...

3. WHAT IS "WORKING REMOTE" REALLY FOR YOU?

Many people want to work remotely because of the flexibility it allows. You can work anywhere and at any time of the day...

4. WHAT DO YOU NEED IN YOUR PHYSICAL WORKSPACE TO SUCCEED IN YOUR WORK?

With this question, companies are looking to see what equipment they may need to provide you with and to verify how aware you are of what remote working could mean for you physically and logistically...

5. HOW DO YOU PROCESS INFORMATION?

Several years ago, I was working in a team to plan a big event. My supervisor made us all work as a team before the big day. One of our activities has been to find out how each of us processes information...

6. HOW DO YOU MANAGE THE CALENDAR AND THE PROGRAM? WHICH APPLICATIONS / SYSTEM DO YOU USE?

Or you may receive even more specific questions, such as: What's on your calendar? Do you plan blocks of time to do certain types of work? Do you have an open calendar that everyone can see?...

7. HOW DO YOU ORGANIZE FILES, LINKS, AND TABS ON YOUR COMPUTER?

Just like your schedule, how you track files and other information is very important. After all, everything is digital!...

8. HOW TO PRIORITIZE WORK?

The day I watched Marie Forleo's film separating the important from the urgent, my life changed. Not all remote jobs start fast, but most of them are...

9. HOW DO YOU PREPARE FOR A MEETING AND PREPARE A MEETING? WHAT DO YOU SEE HAPPENING DURING THE MEETING?

Just as communication is essential when working remotely, so is organization. Because you won't have those opportunities in the elevator or a casual conversation in the lunchroom, you should take advantage of the little time you have in a video or phone conference...

10. HOW DO YOU USE TECHNOLOGY ON A DAILY BASIS, IN YOUR WORK AND FOR YOUR PLEASURE?

This is a great question because it shows your comfort level with technology, which is very important for a remote worker because you will be working with technology over time...