C

Current

Accounting firm alliance providing non-attest services

Accounting Manager

BookkeepingConfirmed live in the last 24 hours
Full-timeCharlotte, NC, USA

About the Job

Requirements

  • At least 6 years of relevant experience, specifically in external client-facing services.
  • Prior experience training staff and technically reviewing their work.
  • Experience with various versions of QuickBooks Desktop and QuickBooks Online.
  • Ability to prioritize effectively and meet tight monthly deadlines.
  • Strong judgment and ability to determine when to escalate an issue to the partner on a client account.

Responsibilities

  • Provide quarterly or monthly outsourced controllership and consulting to clients’ accounting staff or office managers through Client Accounting Services.
  • Oversee and review general ledger reconciliations and review client journal entries.
  • Review fixed asset registers.
  • Review prepaid and accrual schedules.
  • Review the month-end close process.
  • Review and troubleshoot issues with bank and credit card reconciliations.
  • Review schedules for external auditor requests.
  • Supervise and mentor a team of staff and interns within the mentorship program.
  • Lead client onboarding, including developing financial reports, chart of accounts, and initial revisions.
  • Analyze financial results and make recommendations to client management.
  • Reconcile, review, and post monthly payroll entries.
  • Review annual 1099 forms and annual or quarterly payroll tax returns.
  • Review business personal property tax returns.
  • Review income tax returns for small businesses and their owners.
  • Coordinate multiple service deliverables and timelines with the client manager across accounting, attest, and tax compliance services.
  • Generate invoices for client services for partner review.
  • Develop business relationships with potential clients and company personnel to grow the clientele base and pursue additional opportunities for the firm.

Desired Qualifications

  • Active Certified Public Accountant license or Enrolled Agent credential.
  • Experience with business clients with $1–$15+ million in revenue.
  • Knowledge of federal and state payroll tax requirements.
  • Intermediate to advanced Excel skills, including pivot tables and VLOOKUP.
  • Industry knowledge in construction or contracting, real estate, and/or professional services.
  • Motivation to advise a variety of business clients with varying skill levels.
  • Interest in guiding and fostering team members toward their technical and career goals.

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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