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Job description
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
Responsible for leading and managing complex business valuation and strategic advisory engagements, providing clear, data-driven insights and facilitating high-level strategy development with C-suite clients. This position oversees advanced financial analyses, drives business development, mentors team members, and represents the firm in client meetings and industry events to support growth and thought leadership.
Your Impact (Essential Duties)
Lead and manage complex business valuation and strategic advisory engagements, ensuring successful execution and high client satisfaction
Serve as a strategic partner to C-suite executives, advising on mergers and acquisitions, capital planning, succession, and other high-impact business initiatives
Oversee the preparation and review of advanced financial models and valuation analyses, delivering clear, data-driven insights and recommendations
Facilitate high-level strategy development sessions, helping clients design and implement actionable plans to achieve their long-term business objectives
Identify opportunities to expand existing client relationships, proactively offering additional services that align with evolving client needs
Collaborate with firm leadership on growth strategies, business development initiatives, and service line innovation
Provide mentorship and coaching to junior and mid-level team members, supporting professional development and deepening technical expertise in valuation and advisory
Represent the firm in client meetings, industry events, and networking opportunities to enhance visibility and thought leadership
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
Required - 10+ years of experience in business valuation or related work
Required - CPA and/or ASA, along with one or more of the following credentials: CVA, ABV, CBA
Required - Bachelor’s degree in accounting or a related field
Deep expertise in valuation methodologies and their application in diverse industries
Proven experience advising senior executives and managing high-value client relationships
Exceptional communication and presentation skills, with a strong executive presence
Strong passion for continual learning and desire to master complex subject-matter
Ability to manage multiple large-scale engagements and lead cross-functional teams
Strong business acumen and a demonstrated ability to think strategically and entrepreneurially
Experience with buy- and sell-side advisory, financial due diligence, or enterprise growth strategy
Demonstrated track record of driving business development and expanding client accounts
Full-time commitment and flexibility to work beyond regular hours to meet team deadlines
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.
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Worksite address
meridian, ID, 83680, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.