Learning + Development Leader

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, tax, advisory, and wealth management.

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:

Position Summary

We are seeking an experienced and visionary Learning & Development (L&D) Leader to drive the strategy, design, and execution of a holistic learning ecosystem for a 1,000-person accounting and advisory firm. This role will play a critical part in aligning learning initiatives with the firm’s strategic priorities, including technical excellence, CPE compliance, leadership development, and business acumen.

The ideal candidate is passionate about building future-ready professionals through scalable learning programs that address both immediate technical training needs and long-term leadership pipeline development. This role requires deep expertise in instructional design, regulatory CPE requirements, and the evolving needs of professionals in public accounting and consulting environments.

Key Responsibilities

Learning Strategy & System Design

• Design and implement cohesive learning frameworks that support technical excellence and business acumen across a variety of accounting and advisory disciplines.
• Align learning models with evolving firm capabilities, career progression frameworks, and skill-building strategies.
• Drive the adoption of personalized, scalable, and learner-centric approaches across business units and regions.
• Develop and implement a firmwide learning strategy that addresses required CPE, soft skills, and leadership development across all levels and service lines.
• Build an integrated learning model that ties learning to career progression, role expectations, and firm strategy.
• Create firmwide learning paths that support onboarding, technical proficiency, client service readiness, and future leadership.

CPE Compliance & Technical Learning

• Design and manage a robust portfolio of technical learning programs that meet NASBA and state-level CPE requirements.
• Ensure content is regularly updated and audit-ready, partnering with internal SMEs and external providers as needed.
• Oversee accurate tracking and reporting of CPE credits in accordance with professional standards.
• Translate the unique learning needs of accounting professionals—including client service demands, time-sensitive delivery cycles, and technical subject matter—into practical and engaging learning solutions.
• Partner with service line and practice leaders to ensure learning content supports both technical depth and business relevance.

Leadership & Soft Skills Development

• Lead the development and delivery of programs that build people leadership, communication, collaboration, emotional intelligence, and other essential soft skills.
• Partner with HR and firm leadership to identify and develop future leaders at all levels.
• Curate internal and external learning resources to support continuous development.

Technology & Innovation

• Leverage learning platforms (e.g., Workday Learning, LMS, LXP) and emerging technologies (e.g., AI, mobile, microlearning) to deliver modern, scalable learning experiences.
• Evaluate and implement digital learning solutions that meet the firm’s evolving needs.
• Integrate emerging technologies—including AI, skills intelligence platforms, and immersive tools—into the learning environment.
• Collaborate with internal teams and vendors to ensure a seamless learner experience across systems such as LMS, LXP, and Workday.

Learning Experience Design

• Apply adult learning principles to develop engaging, effective, and flexible learning formats, including live sessions, virtual classrooms, e-learning, and blended programs.
• Collaborate with SMEs to co-create content that is both technically sound and engaging.

Partnership & Influence

• Serve as a strategic partner to firm leadership, service line leaders, HR, and DEI to ensure learning initiatives are aligned with broader talent and business goals.
• Foster a learning culture through influence, communication, and storytelling.
• Work cross-functionally with HR, practice areas, SMEs, and leadership to co-create solutions and foster adoption of new learning tools and approaches.
• Influence firmwide learning culture by serving as a trusted advisor on modern learning strategies.

Measurement & Insights

• Use analytics and feedback tools to assess learning effectiveness, track skill progression, and continuously improve program design.
• Monitor adoption rates, CPE compliance, and alignment with firmwide goals.
• Use data and analytics to assess learner engagement, skill progression, and the overall effectiveness of learning programs.
• Support the development and refinement of skills frameworks to align learning with workforce and succession planning.

The expected salary range for this position is $115,000 – $120,000, dependent on experience and qualifications.

Why Choose Us?

We are invested in your career and are dedicated to helping you climb the ranks. While we work hard, we also truly value our life outside of work and offer flexible arrangements to give you the ability to manage both your personal life and professional career.
Our benefits include:

• Paid time off
• Medical, dental, vision, std/ltd, and life insurance
• 401(k) plan
• Paid holidays
• Holiday break from December 24-January 1
• Paid Parental Leave after 1 year of service
• Mentorship program
• Spontaneous activities organized by the firm
• End of busy season celebrations and holiday parties