Sorren · 2 months ago
Director of AI and Innovation
Petaluma, CA
Full-time
Onsite
Lead/Staff, Director/Executive
5+ years expSorren is a top 50 national advisory firm that blends deep expertise with a human-first approach. The Director of AI and Innovation will be responsible for developing and executing a firmwide AI and innovation strategy, enhancing operational efficiency and client service while positioning the firm as a leader in the digital accounting profession.
AccountingConsultingTax Preparation
Responsibilities
Participate in the development and lead the implementation of the firm’s AI and Innovation Strategy
Design and execute a comprehensive AI roadmap that aligns with the firm’s strategic objectives and technology vision
Stay abreast of vendors and technologies impacting the accounting industry. Maintain strategic relationships and monitor vendor roadmaps. Develop plans for evaluating solutions as they progress and mature
Partner with service line and department leaders to identify challenges and high-value automation and AI opportunities across tax, audit, advisory, accounting services, and back-office functions
Lead the selection, design, and execution of AI pilot programs, ensuring measurable outcomes that allow for quality decision making for scalability across the firm
Lead assessments of emerging technologies and platforms and manage enterprise-level implementations
Lead the AI Steering Committee and champion a culture of continuous improvement and experimentation
Develop education and training programs that help staff leverage AI responsibly and effectively
Design AI literacy programs and training initiatives alongside HR to build awareness and drive responsible and effective adoption
Collaborate with IT security and risk management to ensure ethical, secure, and compliant use of AI and data across all initiatives
Design and lead change management initiatives that support adoption, process redesign, and measurable performance improvements
Establish KPIs to monitor the impact of AI and other technologies on productivity, quality, and client experience
Qualification
Required
Bachelor's degree in Information Systems, Computer Science, Accounting, Business, or related field
5+ years of experience in technology, innovation, or data strategy roles — ideally within accounting or professional services
Demonstrated experience implementing or managing the roll out of AI and automation technologies such as Microsoft Copilot, ChatGPT, Azure AI, or Power Automate
Demonstrated experience integrating systems through the use of APIs
Experience leading digital transformation initiatives in a CPA or professional services firm
Strong understanding of accounting firm operations and service delivery processes
Proven leadership in cross-functional project management, innovation strategy, and organizational change
Excellent communication skills, with the ability to translate complex technology concepts into clear business value
Strong project management, problem-solving, and organizational skills
Preferred
Prior participation in innovation labs, AI centers of excellence, or digital transformation offices
Benefits
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
Company
Sorren
Sorren is an accounting and advisory firm providing tailored tax, audit, and consulting services.
1001-5000 employees
H1B Sponsorship
Sorren has a track record of offering H1B sponsorships. Please note that this does not
guarantee sponsorship for this specific role. Below presents additional info for your
reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (1)
Funding
Current Stage
Late StageRecent News
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