C

Current

Accounting firm alliance providing non-attest services

Client Accounting Services Manager

Financial AccountingPosted on Nov 9
Full-timeIrvine, CA, USA$110k - $137.5k /yrIn-person

About the Job

Requirements

  • Experience as an Accounting Manager or Full-Charge Bookkeeper.
  • Demonstrated ability to prepare accounting transactions, reconcile accounts, and produce complete financial statements.
  • Ability to manage multiple client engagements independently while meeting deadlines and maintaining accuracy.
  • Strong written and verbal communication, organization, and problem-solving skills.
  • Sound judgment and discretion when handling confidential financial information.

Responsibilities

  • Record cash receipts, disbursements, accounts payable, accounts receivable, and journal entries.
  • Reconcile bank, credit card, and balance sheet accounts monthly.
  • Manage month-end and year-end close processes for assigned clients.
  • Prepare monthly, quarterly, and annual financial statements, including balance sheets and income statements.
  • Prepare monthly operating reports, post-confirmation reports, and other financial reports required by the U.S. Bankruptcy Court and Office of the U.S. Trustee.
  • Provide financial data, schedules, and analyses to support restructuring engagements.
  • Maintain organized workpapers and supporting documentation.
  • Communicate with clients, attorneys, and other stakeholders to obtain information and resolve accounting questions.

Desired Qualifications

  • Bachelor’s degree in Accounting.
  • Experience with QuickBooks, Sage, NetSuite, or similar accounting systems.
  • Advanced Microsoft Excel skills, including pivot tables, lookup functions, and financial schedules.
  • Experience in private industry, public accounting, or client accounting services.

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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