Operations & Executive Assistant

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

The Executive Assistant will provide strategic administrative support to the National Advisory Managing Partner and leaders within the Sectors and Specialty Areas. This key role requires a highly organized, proactive professional capable of managing complex tasks, coordinating multiple projects, and facilitating communication to ensure smooth operational flow.

Your Impact & Responsibilities

• Collaborate closely with the National Advisory Managing Partner and Specialty Areas and Sector leaders to prepare for and schedule regular meetings, ensuring all logistics are handled efficiently; quickly adjust calendars in response to changing priorities, optimizing schedules to enhance team productivity
• Assist in creating meeting agendas, compiling materials, and ensuring accurate meeting notes for follow-up
• Lead and manage cross-functional projects on behalf of the National Advisory Managing Partner, ensuring timely execution within budget
• Recommend operational improvements, particularly in meeting coordination, reporting processes, or administrative workflows, to enhance overall efficiency
• Conduct research, update spreadsheets, and create documents and visual presentations to support decision-making and communication
• Act as a liaison, facilitating clear communication between executives, internal teams, and external stakeholders to ensure smooth operations.

Your Background

• Bachelor’s Degree in Business Administration, Management, or a related field (preferred)
• 3-10 years of experience in an executive assistant or project management role, preferably with senior-level executives (experience in the professional services industry is a plus)
• Experience managing projects from start to finish, meeting deadlines, and ensuring deliverables are achieved
• Strong problem-solving skills with the ability to adapt to shifting priorities in a fast-paced environment
• Excellent verbal and written communication skills
• Excellent organizational skills with attention to detail and the ability to prioritize and manage multiple tasks simultaneously
• Proficiency in office tools and the ability to quickly learn new software

Other Items

• Reasonable accommodations will be made to enable qualified individuals with disabilities to perform the essential functions of the job
• This position may be classified as exempt or non-exempt depending on work location, salary, and level of responsibility
• Timekeeping and overtime requirements will follow applicable federal, state, and local laws
• Sorren 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.