C

Current

Accounting firm alliance providing non-attest services

Administrative Specialist

Administrative SupportConfirmed live in the last 24 hours
Full-timeRochester, NY, USA

About the Job

Requirements

  • Two or more years of administrative experience in a professional office environment.
  • Strong organizational skills and attention to detail.
  • Excellent verbal and written communication skills.
  • Ability to prioritize multiple responsibilities and meet deadlines.
  • Proficiency in Microsoft Office, including Word, Excel, and PowerPoint.
  • Strong customer service skills and a professional demeanor.
  • Ability to work independently while contributing to a collaborative team environment.
  • Adaptability and willingness to learn.
  • An associate degree or equivalent professional work experience is preferred.

Responsibilities

  • Provide administrative support to firm leadership and professional staff.
  • Format financial statements and supporting documentation for client delivery and review.
  • Handle monthly client billing, approximately three to five days per month.
  • Process tax returns and assist with related administrative workflows.
  • Manage requests through the firm's administrative ticketing system.
  • Assist with document management, organization, and internal communications.
  • Support special projects and cross-functional initiatives across the firm.
  • Maintain confidentiality and accuracy when handling client and financial information.
  • Welcome clients, answer incoming calls, and assist with client inquiries.
  • Coordinate and distribute client documents and correspondence.
  • Collaborate with administrative team members to support efficient office operations.

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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