Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Our partner firm, Patterson & Company (Abacus!) is hiring!

Patterson & Company is a NextGen Accounting firm with an aggressive growth strategy which includes a full-service bookkeeping and accounting and tax compliance offering. We utilize the most current technology and are focused on service to the service industries. Our goal is to be the best at what we do.

Position Title: Client Accounting Specialist

Department: Accounting Services

Reports To: Senior Client Manager

Employment Type: Full-time

Job Summary: The Client Accounting Specialist is responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records. This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality.

Key Responsibilities:

Quality Assurance and Compliance:

• Ensure compliance with accounting standards, regulatory requirements, and internal policies.

• Ensure compliance with relevant regulations and internal procedures.

Bookkeeping:

• Record day-to-day financial transactions and complete the posting process.

• Maintain an accurate record of financial transactions by establishing accounts and posting transactions.

• Reconcile bank and credit card statements.

• Process accounts payable and receivable.

Client Account Management:

• Manage and update client accounts.

• Prepare and deliver monthly, quarterly, and annual financial statements for clients.

• Assist clients with inquiries related to their accounts and transactions.

Customer Service:

• Serve as the main point of contact for client inquiries and issues.

• Provide clients with clear and accurate information regarding their accounts.

• Build & maintain strong client relationships through effective communication & problem-solving.

Process Improvement:

• Identify opportunities for process improvements in bookkeeping and client account management.

• Collaborate with team members to refine accounting procedures and systems.

Qualifications:

Education:

Bachelor’s degree in Accounting, Finance, Business Administration, or a related field preferred.

Experience:

• Minimum of 2-3 years of experience in bookkeeping or a similar role.

• Experience in client account management is a plus.

Skills:

• Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook).

• Excellent attention to detail and organizational skills.

• Strong analytical and problem-solving abilities.

• Effective written and verbal communication skills.

• Ability to manage multiple tasks and prioritize workload.

Certifications:

• Certified Bookkeeper (CB) or other relevant certifications are a plus.

Location:

• Office environment with standard office equipment.

This position operates in Louisville, KY with typical working hours aligning with Eastern Standard Time (EST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive rate between $20 – $30 per hour, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• Health, Dental, and Vision Insurance (with options for fully paid employee
  only coverage for health and dental)

• Company-Paid Life and Long-Term Disability Insurance

• Ancillary Benefits such as supplemental life insurance and short-term
  disability options

• Classic Safe Harbor 401(k) Plan with employer contributions

• Opportunities for professional growth, learning, and development including
  access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

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