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Job Description
CAS Intern- Spring 2027 | Sorren
The Tone:
This is an internship position at Sorren, a top 50 national advisory firm that blends deep expertise with a human-first approach. The firm builds lasting relationships and delivers strategic solutions across various financial services, including accounting, assurance, tax, and advisory. This role is crucial for supporting client services by assisting with foundational bookkeeping and accounting tasks, contributing to the firm’s commitment to timely and accurate client support. It provides a unique opportunity to gain practical experience and establish a foundation for long-term professional growth within a supportive environment.
The TL;DR
• Role: Internship
• Type: Part-time or Full-time
• Team: Reporting to experienced team members
• Mission: To provide essential bookkeeping and accounting support for client entities, ensuring accurate financial records and contributing to firm success.
• Tech Stack: Microsoft Excel, accounting software
What You’ll Actually Do
• Bookkeeping Support: Assist with routine bookkeeping and accounting support activities for assigned client entities.
• Reconciliation: Support bank and credit card reconciliations, identifying discrepancies and escalating questions for review.
• Financial Records: Help maintain accurate financial records and organize client documentation.
• Reporting Assistance: Assist with preparing basic schedules, workpapers, and supporting documentation for monthly, quarterly, and annual client reporting.
• Compliance Support: Gather and organize information requested by the engagement team for tax returns, 1099 filings, and other client compliance activities.
The Must-Haves
• Background: Currently pursuing a bachelor’s degree in accounting, finance, or a related field, with a basic understanding of accounting principles, including debits, credits, and financial statements.
• Experience: Entry-Level position with proficiency in Microsoft Excel and a willingness to learn accounting software and related technologies.
• Skills: Strong attention to detail and accuracy, good verbal and written communication skills, and strong organizational, analytical, and problem-solving abilities.
• Skills: Ability to follow instructions, ask questions, seek feedback, manage multiple assignments, and meet deadlines in a team environment.