Crete Professionals Alliance
Client Accounting Specialist
Crete Professionals Alliance, Louisville, Kentucky, United States, 40201
divh2Client Accounting Specialist/h2pFounded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutionsincluding national recruiting and offshore supportwhile preserving a personal, local touch. With a presence in over half the US, 32 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, were the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and were always looking for talented, ambitious people to join our team. Do you have what it takes to keep up?/ppPatterson
Company CPAs is now part of Abacus!, in partnership with Crete Professionals Alliance. Theyve joined forces with Abacus!, a full-service accounting and advisory firm known for people-focused service and smart financial guidance. Together with Crete Professionals Alliance, a national leader in innovative back-office solutions, theyre bringing their clients more strength, support, and expertise./ppDue to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!/ph3Job Summary/h3pThe 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./ph3Key Responsibilities/h3pQuality Assurance and Compliance:/pulliEnsure compliance with accounting standards, regulatory requirements, and internal policies./liliEnsure compliance with relevant regulations and internal procedures./li/ulpBookkeeping:/pulliRecord day-to-day financial transactions and complete the posting process./liliMaintain an accurate record of financial transactions by establishing accounts and posting transactions./liliReconcile bank and credit card statements./liliProcess accounts payable and receivable./li/ulpClient Account Management:/pulliManage and update client accounts./liliPrepare and deliver monthly, quarterly, and annual financial statements for clients./liliAssist clients with inquiries related to their accounts and transactions./li/ulpCustomer Service:/pulliServe as the main point of contact for client inquiries and issues./liliProvide clients with clear and accurate information regarding their accounts./liliBuild
maintain strong client relationships through effective communication
problem-solving./li/ulpProcess Improvement:/pulliIdentify opportunities for process improvements in bookkeeping and client account management./liliCollaborate with team members to refine accounting procedures and systems./li/ulh3Qualifications/h3pEducation:/ppBachelors degree in Accounting, Finance, Business Administration, or a related field preferred./ppExperience:/pulliMinimum of 2-3 years of experience in bookkeeping or a similar role./liliExperience in client account management is a plus./li/ulpSkills:/pulliProficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook)./liliExcellent attention to detail and organizational skills./liliStrong analytical and problem-solving abilities./liliEffective written and verbal communication skills./liliAbility to manage multiple tasks and prioritize workload./li/ulpCertifications:/pulliCertified Bookkeeper (CB) or other relevant certifications are a plus./li/ulpLocation:/ppOffice 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./ppWe 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./ppIn addition to a rewarding career, we provide a robust benefits package, including:/pulliHealth, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)/liliCompany-Paid Life and Long-Term Disability Insurance/liliAncillary Benefits such as supplemental life insurance and short-term disability options/liliClassic Safe Harbor 401(k) Plan with employer contributions/liliOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning/li/ulpWe 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!/ppCrete 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./p/div
Company CPAs is now part of Abacus!, in partnership with Crete Professionals Alliance. Theyve joined forces with Abacus!, a full-service accounting and advisory firm known for people-focused service and smart financial guidance. Together with Crete Professionals Alliance, a national leader in innovative back-office solutions, theyre bringing their clients more strength, support, and expertise./ppDue to tremendous growth, their Louisville location needs top-tier accounting professionals just like you!/ph3Job Summary/h3pThe 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./ph3Key Responsibilities/h3pQuality Assurance and Compliance:/pulliEnsure compliance with accounting standards, regulatory requirements, and internal policies./liliEnsure compliance with relevant regulations and internal procedures./li/ulpBookkeeping:/pulliRecord day-to-day financial transactions and complete the posting process./liliMaintain an accurate record of financial transactions by establishing accounts and posting transactions./liliReconcile bank and credit card statements./liliProcess accounts payable and receivable./li/ulpClient Account Management:/pulliManage and update client accounts./liliPrepare and deliver monthly, quarterly, and annual financial statements for clients./liliAssist clients with inquiries related to their accounts and transactions./li/ulpCustomer Service:/pulliServe as the main point of contact for client inquiries and issues./liliProvide clients with clear and accurate information regarding their accounts./liliBuild
maintain strong client relationships through effective communication
problem-solving./li/ulpProcess Improvement:/pulliIdentify opportunities for process improvements in bookkeeping and client account management./liliCollaborate with team members to refine accounting procedures and systems./li/ulh3Qualifications/h3pEducation:/ppBachelors degree in Accounting, Finance, Business Administration, or a related field preferred./ppExperience:/pulliMinimum of 2-3 years of experience in bookkeeping or a similar role./liliExperience in client account management is a plus./li/ulpSkills:/pulliProficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook)./liliExcellent attention to detail and organizational skills./liliStrong analytical and problem-solving abilities./liliEffective written and verbal communication skills./liliAbility to manage multiple tasks and prioritize workload./li/ulpCertifications:/pulliCertified Bookkeeper (CB) or other relevant certifications are a plus./li/ulpLocation:/ppOffice 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./ppWe 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./ppIn addition to a rewarding career, we provide a robust benefits package, including:/pulliHealth, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)/liliCompany-Paid Life and Long-Term Disability Insurance/liliAncillary Benefits such as supplemental life insurance and short-term disability options/liliClassic Safe Harbor 401(k) Plan with employer contributions/liliOpportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning/li/ulpWe 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!/ppCrete 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./p/div