Job Description

Sorren Firm Opportunity

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)

• Help Desk Support: Serve as a primary point of contact for end user support requests through the help desk, delivering remote and onsite support using RMM and other service-specific tools.
• Technical Support: Troubleshoot software, hardware, and network issues for staff, with a focus on SaaS applications, Microsoft 365 (Outlook, Teams, OneDrive, SharePoint), and accounting applications such as QuickBooks, Sage, and tax software.
• Workstation Setup & Deployment: Set up and deploy workstations for hardware replacements and new employees using standard hardware, images, and software, including Intune Autopilot provisioning.
• Onboarding: Onboard new employees by setting up application access, permissions, and resources based on role, and provide day one support.
• Self-Service Enrollment: Guide users through self-service steps such as Autopilot enrollment, Windows Hello PIN setup, and Company Portal sync.
• Account & Access Support: Handle password resets, MFA setup, and access requests, and perform monthly access audits to ensure compliance.
• Security & Data Protection: Follow firm security standards to safeguard confidential financial data, and support security changes and compliance efforts led by senior IT staff.
• Backup & Recovery Support: Assist with file and device recovery requests and verify user data is backed up (e.g., OneDrive sync), escalating backup or recovery issues as needed.
• Printers, Peripherals & Conference Rooms: Support printers, peripherals, and conference room technology.
• Asset Management: Maintain and coordinate PC hardware inventory to keep asset records accurate and up to date.
• User Training: Provide training and support on new technologies and software to ensure a smooth transition and user experience.
• Projects: Participate in firm-wide projects related to cloud deployments, security changes, and software upgrades.
• Documentation & Escalation: Document resolutions, contribute knowledge base articles, and escalate complex issues to Senior IT Specialists with clear notes on troubleshooting already performed. Know your limits and when to escalate.
• Relationships: Build strong relationships with internal staff and enhance the value perception of IT across the firm.
• Perform other duties and display flexibility to take on a variety of responsibilities assigned by firm leadership.

Your Background

• Technical Proficiency: Experience supporting Windows 11 in a Microsoft Entra ID environment, with knowledge of basic networking, subnets, and VPN protocols.
• Microsoft 365: Solid understanding of Microsoft 365, email, and Microsoft Teams.
• ITSM Experience: Experience with a ticketing or ITSM platform such as Freshservice.
• Customer Service & Communication: Excellent written and verbal customer service skills, with the ability to explain technical issues to non-technical users.
• Detail-Oriented: Strong organizational skills and attention to detail, essential for supporting financial technology and maintaining accurate records.
• Continuous Learning: Curiosity and willingness to learn new tools and apply solutions to evolving business needs.
• MDM Experience (a plus): Experience with Intune, Autopilot, or other MDM solutions.
• Accounting Software (a plus): Familiarity with CCH Axcess, QuickBooks, Thomson Reuters, or document management systems such as GoFileRoom.
• Bachelor's degree in Computer Science, Information Technology, or a related field (preferred).
• Prior experience in a professional services or financial environment (preferred).

Other Items

• Travel expectation: 0-10%

Compensation

The compensation range for this role is $60,000 - $75,000 annually. 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.

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.

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