C

Current

Accounting firm alliance providing non-attest services

Firm Administrator - Public Accounting

Business OperationsConfirmed live in the last 24 hours
Full-timeGlen Rock, NJ, USANo salary listedIn-person

About the Job

Requirements

  • A bachelor's degree in Business Administration, Accounting, Human Resources, Management, or a related field is preferred.
  • At least 5 years of progressive management experience in a professional services environment.
  • Previous experience in a CPA, accounting, legal, or consulting firm is strongly preferred.
  • Demonstrated experience managing office operations, human resources, information technology coordination, and financial administration.
  • Strong understanding of accounts receivable, billing, and vendor management.
  • Strong leadership, organizational, and project management skills.
  • Strong written and verbal communication abilities.
  • Ability to manage confidential information with discretion.
  • Proven ability to prioritize multiple projects and meet deadlines.

Responsibilities

  • Direct and oversee all administrative functions of the firm.
  • Develop, implement, and maintain office policies, procedures, and operational best practices.
  • Coordinate firm workflow and administrative support functions.
  • Monitor operational performance and recommend process improvements.
  • Assist partners with strategic planning, budgeting, and operational initiatives.
  • Manage office facilities, equipment, and business insurance.
  • Coordinate business continuity and disaster recovery planning.
  • Manage recruitment, interviewing, hiring, onboarding, and offboarding processes.
  • Administer employee benefits, payroll coordination, paid time off, and leave administration.
  • Maintain employee personnel files and human resources compliance records.
  • Coordinate annual performance evaluations and employee development.
  • Support employee engagement, retention, and professional development initiatives.
  • Ensure compliance with employment laws, firm policies, and workplace regulations.
  • Coordinate continuing professional education and training programs.
  • Serve as the firm's technology administrator and primary liaison with outsourced information technology providers.
  • Coordinate implementation and maintenance of firm technology systems.
  • Manage software licensing, hardware inventory, user access, and security permissions.
  • Oversee cybersecurity policies, multifactor authentication, data backup, and disaster recovery procedures.
  • Coordinate implementation of new software applications and technology upgrades.
  • Assist staff with technology onboarding and technology-related issues.
  • Evaluate technology solutions that improve firm efficiency and client service.
  • Oversee client billing processes and invoice administration.
  • Monitor accounts receivable aging and collection efforts.
  • Communicate with clients regarding outstanding balances professionally and effectively.
  • Process client payments and maintain accurate financial records.
  • Prepare monthly accounts receivable and operational reports for partners.
  • Coordinate with partners regarding billing adjustments and collections.
  • Assist with budgeting, expense monitoring, and financial reporting.
  • Manage relationships with software vendors, consultants, office suppliers, and service providers.
  • Negotiate pricing, contracts, and renewals.
  • Monitor vendor performance and service levels.
  • Approve and process vendor invoices.
  • Maintain inventory of office equipment and technology assets.
  • Ensure exceptional client service throughout all administrative interactions.
  • Coordinate new client onboarding and engagement administration.
  • Manage engagement letters and administrative client communications.
  • Resolve administrative client concerns promptly and professionally.
  • Support scheduling and coordination of client meetings.
  • Assist with firm marketing initiatives, website updates, and client communications as needed.
  • Maintain firm licenses, registrations, and required business filings.
  • Coordinate document retention and records management policies.
  • Ensure compliance with internal controls and confidentiality requirements.
  • Assist with quality control initiatives and administrative compliance.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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