Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client data and prepare journal entries. Reconciliations. Develop strong working relationships, including client management and personnel. Education and competencies required for the position as follows: Bachelors? degree in Accounting, Master?s preferred. Public accounting experience a MUST (minimum 3 years). Knowledge of accounting and auditing standards. Experience with journal entry preparation, accrual vs. cash basis of accounting. Experience preparing 1040, 1041 and other tax forms. Check the Box Election. Experience with Ultra Tax, of Pro Systems, QuickBooks, and Practice CS preferred. Advanced Excel proficiency.
About Crete Professionals Alliance Crete Professionals Alliance (“Crete PA”) was founded in June 2023 to partner with and drive growth in accounting and professional services firms across the United States. Crete PA has substantial committed capital which it uses to partner with several independent network firms to enable them to grow over the next several years. The company creates value by partnering with established local firms, allowing owner-operators to operate independently while providing resources and assistance to grow revenue and increase profitability. Crete PA is owned by ZBS Partners, a US headquartered investment vehicle that manages over $500mm in assets, founded by two partners with a strong track record building platforms in various industries. As a Senior Tax Associate, you can expect to perform the following: Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client data and prepare journal entries. Reconciliations. Develop strong working relationships, including client management and personnel. Education and competencies required for the position as follows: Bachelors’ degree in Accounting, Master’s preferred. Public accounting experience a MUST (minimum 3 years). Knowledge of accounting and auditing standards. Experience with journal entry preparation, accrual vs. cash basis of accounting. Experience preparing 1040, 1041 and other tax forms. Check the Box Election. Experience with Ultra Tax, of Pro Systems, QuickBooks, and Practice CS preferred. Advanced Excel proficiency. Crete Professionals Alliance and its subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned.
About Crete Professionals Alliance Crete Professionals Alliance (“Crete PA”) was founded in June 2023 to partner with and drive growth in accounting and professional services firms across the United States. Crete PA has substantial committed capital which it uses to partner with several independent network firms to enable them to grow over the next several years. The company creates value by partnering with established local firms, allowing owner-operators to operate independently while providing resources and assistance to grow revenue and increase profitability. Crete PA is owned by ZBS Partners, a US headquartered investment vehicle that manages over $500mm in assets, founded by two partners with a strong track record building platforms in various industries. As a Senior Tax Associate, you can expect to perform the following: Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client data and prepare journal entries. Reconciliations. Develop strong working relationships, including client management and personnel. Education And Competencies Required For The Position As Follows Bachelors’ degree in Accounting, Master’s preferred. Public accounting experience a MUST (minimum 3 years). Knowledge of accounting and auditing standards. Experience with journal entry preparation, accrual vs. cash basis of accounting. Experience preparing 1040, 1041 and other tax forms. Check the Box Election. Experience with Ultra Tax, of Pro Systems, QuickBooks, and Practice CS preferred. Advanced Excel proficiency. Crete Professionals Alliance and its subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned. Show more Show less
About Crete Professionals Alliance Crete Professionals Alliance (“Crete PA”) was founded in June 2023 to partner with and drive growth in accounting and professional services firms across the United States. Crete PA has substantial committed capital which it uses to partner with several independent network firms to enable them to grow over the next several years. The company creates value by partnering with established local firms, allowing owner-operators to operate independently while providing resources and assistance to grow revenue and increase profitability. Crete PA is owned by ZBS Partners, a US headquartered investment vehicle that manages over $500mm in assets, founded by two partners with a strong track record building platforms in various industries. As a Tax Associate, you can expect to perform the following: Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client data and prepare journal entries. Reconciliations. Develop strong working relationships, including client management and personnel. Education and competencies required for the position as follows: Bachelors’ degree in Accounting, Master’s preferred. Public accounting experience a MUST (minimum 2 years). Knowledge of accounting and auditing standards. Experience with journal entry preparation, accrual vs. cash basis of accounting. Experience preparing 1040, 1041 and other tax forms. Check the Box Election. Experience with Ultra Tax, of Pro Systems, QuickBooks, and Practice CS preferred. Advanced Excel proficiency. Crete Professionals Alliance and its subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned.
About Crete Professionals Alliance Crete Professionals Alliance (“Crete PA”) was founded in June 2023 to partner with and drive growth in accounting and professional services firms across the United States. Crete PA has substantial committed capital which it uses to partner with several independent network firms to enable them to grow over the next several years. The company creates value by partnering with established local firms, allowing owner-operators to operate independently while providing resources and assistance to grow revenue and increase profitability. Crete PA is owned by ZBS Partners, a US headquartered investment vehicle that manages over $500mm in assets, founded by two partners with a strong track record building platforms in various industries. As a Tax Associate, you can expect to perform the following: Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance. Review client data and prepare journal entries. Reconciliations. Develop strong working relationships, including client management and personnel. Education and competencies required for the position as follows: Bachelors’ degree in Accounting, Master’s preferred. Public accounting experience a MUST (minimum 2 years). Knowledge of accounting and auditing standards. Experience with journal entry preparation, accrual vs. cash basis of accounting. Experience preparing 1040, 1041 and other tax forms. Check the Box Election. Experience with Ultra Tax, of Pro Systems, QuickBooks, and Practice CS preferred. Advanced Excel proficiency. Crete Professionals Alliance and its subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned.
Job Summary: The Client Accounting Manager is responsible for managing client accounts, performing and reviewing detailed bookkeeping tasks, and ensuring the accuracy of financial records. Review and approve journal entries, account reconciliations, and other accounting transactions. This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality. Key Responsibilities Quality Assurance and Compliance: Ensure compliance with accounting standards, regulatory requirements, and internal policies. Ensure compliance with relevant regulations and internal procedures. Bookkeeping Managing a team of 3-6 Client Accounting Preparers and reviewing their work to ensure quality delivery Review day-to-day financial transactions and complete the posting process. Maintain an accurate record of financial transactions. Review bank and credit card statements. Review and own accounts payable and receivable processes. Client Account Management Manage and update client accounts. Review and deliver monthly, quarterly, and annual financial statements for clients. Assist clients with inquiries related to their accounts and transactions. Client Service Serve as the main point of contact for client inquiries and issues. Provide clients with clear and accurate information regarding their accounts. Build & maintain strong client relationships through effective communication & problem-solving. Process Improvement Identify opportunities for process improvements in bookkeeping and client account management. Collaborate with team members to refine accounting procedures and systems. Qualifications Education: Bachelor’s degree in accounting/commerce or a related field preferred. Professional Qualification CA/CPA certification Experience And Competencies Minimum of 6-9 years of experience in US accounting, bookkeeping or a similar role. Experience in client account management. Strong working knowledge of US GAAP - accounting principles and auditing standards. Strong working knowledge of 1099s, various US tax forms, payroll. Working experience in both cash and accrual accounting. Detail-oriented with excellent analytical and problem-solving skills. Strong organizational and time management abilities to handle multiple projects and deadlines. Effective communication skills, both written and verbal, to interact with clients and internal teams. Ability to work independently and collaboratively in a team environment. Ability to manage multiple tasks and prioritize workload. Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook).
Truevantage Business Services India Pvt. Ltd. Position Description Job Title: Senior Accountant Reports to: Director – Accounting & Finance Location: Gurugram, India About Us Crete Professionals Alliance (“Crete PA”) was founded in June 2023 to partner with and drive growth in accounting and professional services firms across the United States. We are a growing professional services business focused on the Accounting industry, with teams and operations across multiple locations in the United States and India. As of January 2025, Crete PA is equivalent to a top 40 US accounting firm in revenue terms, and we aspire to be a Top 25 firm equivalent business in the near future. Crete PA is owned by ZBS Partners - a US headquartered investment vehicle that manages over $500mm in assets, founded by two partners with a strong track record building platforms in various industries, along with strategic investors Thrive Capital and Bessemer Venture Partners. Position Summary As a Senior Accountant – Corporate HQ Accounting Team, you will be responsible for weekly and monthly accounting We are seeking a highly skilled and detail-oriented Senior Accountant to join our Corporate Accounting team. The ideal candidate will have extensive experience in US GAAP accounting and a strong background in financial reporting, analysis, and compliance. This role requires a proactive professional who can manage complex accounting processes, mentor junior staff, and support the firm’s financial objectives. Key Responsibilities: Prepare and analyze financial statements in compliance with US GAAP. Manage month-end, quarter-end, and year-end close processes, including journal entries, reconciliations, Book -Keeping and variance analyses. 1) Account Payable : - Review vendor bill on daily basis. Categorized properly as per expense category. Identify Fixed Asset and capitalized. Identify prepaid and categorized. Process employee reimbursement bills. Process credit card transactions. 2) Accounts Receivable : - Customer Ledger reconciliation Invoice payment knock off daily cash receipts knock-off report. Prepare cash receipts report for legacy and non-legacy 2) Bank Reconciliation : - Knock-off every bank transaction with vendor ledger. Knock-off every payment received by the customer. Knock-off all bank charges. Knock-off legacy bank account transactions. 3) Month End Close: - Fetch all bank reports and save on shared location. Reconcile complete month bank statements. Bill back to end client based on SOP and bill Memo. Raise month end invoice (Spectrum Invoice). Worked on WIP & AR reserves Worked on WIP & AR Activity Worked on Bad Debt Expense Worked on Bonus Accrual Worked on Hourly Accrual Payroll Worked on Lease/Rent Worked on Prepaid software Worked on Prepaid others Worked on Depreciation Prepare schedule for all month end activities Post journal entries of all month end activities Ensure compliance with federal, state, and local tax regulations, including preparing and reviewing tax filings. Collaborate with internal and external stakeholders for audits, ensuring accurate and timely deliverables. Implement and maintain internal controls to safeguard company assets and ensure financial accuracy. Stay updated on changes in US GAAP and relevant regulatory requirements, providing guidance to the firm as needed. Mentor and guide junior accounting staff, fostering a culture of learning and development. Qualifications: Bachelor’s degree in accounting, Finance, or a related field (CPA or CA preferred) Minimum of 5 years of progressive accounting experience, preferably in a professional services firm. Proficiency in accounting software, specifically Oracle Netsuite and advanced Microsoft Excel skills. Strong understanding of US GAAP and financial reporting requirements. Exceptional analytical, problem-solving, and organizational skills. Excellent communication and interpersonal skills. Work hours: Since this role interfaces directly with US based colleagues and counterparts, it will require working between 2 pm and 12 am IST Crete Professionals Alliance (including its subsidiaries) 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.
Truevantage Business Services India Pvt. Ltd. is a subsidiary of Crete Professionals Alliance HoldCo LLC. We are currently seeking a dedicated individual for the position of Sr. Manager, Human Resources. In this role, you will report to the VP Growth Operations/India Country VP/Senior Director - HR and be based in Gurugram, India at the Truevantage HQ. This is a hybrid role, requiring 4 days a week in the office. Due to close collaboration with US-based colleagues, the work hours will be between 2 pm and 12 am IST until further notice. Founded in June 2023, Crete Professionals Alliance (Crete PA) is focused on driving growth across accounting and professional service firms in the United States. Truevantage Business Services is the India subsidiary of Crete Professionals Alliance HoldCo LLC. As the Sr. Manager, Human Resources, you will be responsible for overseeing the employee lifecycle and HR operations in India. Your key responsibilities will include coordinating employee onboarding, maintaining employee records in compliance with Indian labor laws, managing training programs, acting as the first point of contact for HR-related queries, and supporting HR compliance and employee engagement activities. The ideal candidate will have 4-6 years of HR experience in a professional services or multinational environment, with exposure to Talent Acquisition, Talent Management, and Total Rewards. Strong knowledge of Indian labor laws, HR compliance requirements, HRIS systems, and onboarding platforms is essential. Excellent communication, interpersonal, organizational, and multitasking skills are required. Prior experience in employee onboarding and HR operations, as well as HR certification, will be advantageous. If you are a detail-oriented HR professional with a passion for enhancing the employee experience and ensuring HR compliance, we invite you to apply for this exciting opportunity at Truevantage Business Services India Pvt. Ltd.,
As a Manager Collections at Truevantage Business Services India Pvt. Ltd., you will be responsible for managing and collecting outstanding accounts receivable from US clients. Your role will involve handling the ageing of customers (debtors), sending detailed emails regarding outstanding balances to clients, managing reports for all cash receipts, and maintaining updated records of collection activities. Additionally, you will utilize your expertise in dispute management to effectively resolve any issues that may arise. To excel in this position, you should have a minimum of 12+ years of experience in Accounts Receivable/Collection, with a background in commerce and an MBA qualification. Your proven experience in US Collections, strong knowledge of AR and Reporting, and proficiency in relevant accounting software and MS Office will be crucial for success. Familiarity with accounting software such as Oracle Netsuite and advanced skills in Microsoft Excel are highly desirable. A solid understanding of US GAAP and financial reporting requirements, along with exceptional analytical, problem-solving, and organizational skills, will be essential in fulfilling your responsibilities. Effective communication and negotiation skills, both written and verbal, are key aspects of this role, as is the ability to handle team management responsibilities with at least 4 years of experience. Your expertise in DSO, AR aging, AR Reserves, Write-offs, Invoicing, O2R Process, and Bad Debts will be instrumental in achieving collection targets and maintaining financial stability. Given that this role involves direct interaction with US-based colleagues and counterparts, flexibility in working hours is required, with the expectation of working between 2 pm and 12 am IST. If you are looking to leverage your skills and experience in a dynamic environment within a rapidly growing professional services business, this role offers an exciting opportunity to contribute to the success and growth of Truevantage Business Services India Pvt. Ltd.,
Reports to: TAX Manager Location: Hyderabad/Gurugram, India Department: TAX Job Summary We are seeking a detail-oriented and motivated U.S. 1040 Tax Preparer to assist in the preparation of federal and state individual income tax returns. The ideal candidate will have hands-on experience in U.S. personal tax compliance, a strong grasp of Forms 1040, 1041 and related schedules, and the ability to meet deadlines with accuracy and efficiency. This role is critical to supporting a growing tax practice and delivering high-quality service to clients. Key Responsibilities Prepare U.S. federal and state individual income tax returns (Form 1040) for high-net worth individuals, business owners, and expatriates Complete supporting forms and schedules (e.g., Schedules A, B, C, D, E, 1116, 2555, 8938, FBAR/FinCEN 114, etc.) Review tax documentation provided by clients and organize workpapers Perform basic tax research and apply appropriate tax treatments Ensure returns comply with IRS regulations and client-specific instructions Collaborate with seniors and managers for review and feedback Meet internal deadlines and productivity targets during peak tax season Maintain data confidentiality and ensure quality control Use tax software such as CCH Axcess, UltraTax, ProSystem fx, or similar Qualifications: 2–3 years of experience in U.S. Individual Tax return preparation (Form 1040) Familiarity with IRS forms and instructions relevant to personal taxation Working knowledge of U.S. tax software tools (Sure Prep, Ultra Tax, CCH, etc.) Strong attention to detail and accuracy Good written and verbal communication skills Ability to handle multiple assignments and meet tight deadlines Preferred Qualifications: Experience working in a Big 4, mid-sized CPA firm, or offshore delivery center supporting U.S. clients Knowledge of international tax disclosures (Form 8938, 1116, 2555, etc.) Exposure to U.S. expat tax, state tax differences, and foreign income reporting Work Schedule & Compensation: Full-time Shift timing 3PM to 12AM Competitive salary based on experience Disclaimer: Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non-attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
Truevantage Business Services India Private Limited Position Description Job Title: Manager, Talent Acquisition Reports to: Managing Director – India Operations/Director – Talent Acquisition (Future) Location: Gurugram or Hyderabad, India Timings: 11 am to 8 pm IST Hybrid/Remote: Hybrid (3-4 days a week from the office) About Us: Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability. With over ten partner firms, multiple deals under LOI, and substantial committed capital including strategic capital from Thrive Capital and Bessemer Venture Partners, Crete PA is already equivalent to a top 40 accounting firm in terms of aggregate revenue, with partnerships till date with 20+ accounting and advisory practices across the United States and ambitions to expand into a multi-country platform. Truevantage Business Services India Private Limited is a wholly owned subsidiary of Crete PA Holdco LLC, among the fastest growing accounting and professional services firms in the US. Crete PA is majority owned by ZBS Partners, alongside other businesses incubated by ZBS Partners. Truevantage serves as a Global Capability Center for Crete PA, a US based accounting and professional services business and for other affiliate businesses of ZBS Partners. Position Summary The Manager – Talent Acquisition, will be responsible for driving recruitment efforts within a high-growth Truevantage Organization. The role will own full-cycle recruiting efforts and execute recruiting strategies to identify and attract the talent necessary to support our business and drive long-term growth. The role will work closely with our business leaders, hiring managers, and HR teams to understand, quantify, and plan for current and future talent needs at all levels of seniority. This role will source and screen candidates, conduct interviews, extend offers, and make hiring recommendations throughout the organization. Position Responsibilities Develop and implement a recruiting strategy framework that aligns with the company’s overall business goals. Work with our partner firms and hiring managers to understand their specific hiring processes, needs, and challenges. Manage offshore recruiting team responsible for sourcing qualified candidates across all partner firms. Develop, own, and maintain relationships with third-party recruiter firms and serve as the liaison between those recruiter firms and internal hiring managers across the organization. Manage team throughout the recruiting process, and assist as needed with the following tasks: 1) Actively search for potential candidates through various outreach channels including job boards, career fairs/events, social media, networks, and referrals. 2) Review resumes and applications to assess qualifications and candidate-fit within the organization. 3) Conduct initial screenings or interviews to evaluate skills, experience, and cultural fit 4) Manage candidate offers and engagement till the time of onboarding Build & maintain a candidate profile database to be used to track and measure various recruiting metrics over time. Track and report on various recruiting metrics to senior management, partners, and key stakeholders on a regular cadence. Serve as the primary point of contact for recruiting matters in the organization. Stay up-to-date on labor legislation and inform internal key stakeholders about any relevant changes in regulations. Build a strong presence in the recruiting market about our high-growth accounting and professional services organization. What you’ll need: Basic Qualifications: Bachelor's degree in Human Resources, Accounting, Business Administration, or a related field. Minimum of 5-7 years of relevant experience in recruiting. 2+ year(s) of experience directly managing 3-5 people Excellent communication and interpersonal skills to effectively collaborate with various stakeholders. Initiative to follow through on tasks and work in a fast-paced environment, working with a sense of urgency. Ability to manage, train, and mentor team members. Embody Crete PA’s core values: Dynamic, Shared Success, Continuous Improvement Proficiency in using and managing Applicant Tracking System application products, and Microsoft Office Suite Preferred Qualifications: Master's degree in Human Resources, Psychology, Marketing and Communications, Accounting, Business Administration, or a related field Prior supervisory experience leading a recruitment team in a hybrid environment would be valuable Experience leading the implementation of a new Applicant Tracking System within an organization Experience in working with professional services firms and/or a high-growth acquisitive company Awareness of best practice and market trends in recruitment, especially within professional and accounting services STP, RYB, Crete PA and their subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned.
Truevantage Business Services India Private Limited Position Description Job Title: Manager, Talent Acquisition Reports to: Managing Director – India Operations/Director – Talent Acquisition (Future) Location: Gurugram or Hyderabad, India Timings: 11 am to 8 pm IST Hybrid/Remote: Hybrid (3-4 days a week from the office) About Us Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability. With over ten partner firms, multiple deals under LOI, and substantial committed capital including strategic capital from Thrive Capital and Bessemer Venture Partners, Crete PA is already equivalent to a top 40 accounting firm in terms of aggregate revenue, with partnerships till date with 20+ accounting and advisory practices across the United States and ambitions to expand into a multi-country platform. Truevantage Business Services India Private Limited is a wholly owned subsidiary of Crete PA Holdco LLC, among the fastest growing accounting and professional services firms in the US. Crete PA is majority owned by ZBS Partners, alongside other businesses incubated by ZBS Partners. Truevantage serves as a Global Capability Center for Crete PA, a US based accounting and professional services business and for other affiliate businesses of ZBS Partners. Position Summary The Manager – Talent Acquisition, will be responsible for driving recruitment efforts within a high-growth Truevantage Organization. The role will own full-cycle recruiting efforts and execute recruiting strategies to identify and attract the talent necessary to support our business and drive long-term growth. The role will work closely with our business leaders, hiring managers, and HR teams to understand, quantify, and plan for current and future talent needs at all levels of seniority. This role will source and screen candidates, conduct interviews, extend offers, and make hiring recommendations throughout the organization. Position Responsibilities Develop and implement a recruiting strategy framework that aligns with the company’s overall business goals. Work with our partner firms and hiring managers to understand their specific hiring processes, needs, and challenges. Manage offshore recruiting team responsible for sourcing qualified candidates across all partner firms. Develop, own, and maintain relationships with third-party recruiter firms and serve as the liaison between those recruiter firms and internal hiring managers across the organization. Manage team throughout the recruiting process, and assist as needed with the following tasks: 1) Actively search for potential candidates through various outreach channels including job boards, career fairs/events, social media, networks, and referrals. 2) Review resumes and applications to assess qualifications and candidate-fit within the organization. 3) Conduct initial screenings or interviews to evaluate skills, experience, and cultural fit 4) Manage candidate offers and engagement till the time of onboarding Build & maintain a candidate profile database to be used to track and measure various recruiting metrics over time. Track and report on various recruiting metrics to senior management, partners, and key stakeholders on a regular cadence. Serve as the primary point of contact for recruiting matters in the organization. Stay up-to-date on labor legislation and inform internal key stakeholders about any relevant changes in regulations. Build a strong presence in the recruiting market about our high-growth accounting and professional services organization. What You’ll Need Basic Qualifications: Bachelor's degree in Human Resources, Accounting, Business Administration, or a related field. Minimum of 5-7 years of relevant experience in recruiting. 2+ year(s) of experience directly managing 3-5 people Excellent communication and interpersonal skills to effectively collaborate with various stakeholders. Initiative to follow through on tasks and work in a fast-paced environment, working with a sense of urgency. Ability to manage, train, and mentor team members. Embody Crete PA’s core values: Dynamic, Shared Success, Continuous Improvement Proficiency in using and managing Applicant Tracking System application products, and Microsoft Office Suite Preferred Qualifications Master's degree in Human Resources, Psychology, Marketing and Communications, Accounting, Business Administration, or a related field Prior supervisory experience leading a recruitment team in a hybrid environment would be valuable Experience leading the implementation of a new Applicant Tracking System within an organization Experience in working with professional services firms and/or a high-growth acquisitive company Awareness of best practice and market trends in recruitment, especially within professional and accounting services STP, RYB, Crete PA and their subsidiaries are equal opportunity employers, 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 or federal law in the jurisdictions concerned.
Job Description: As a Client Accounting Preparer at our company, you will be responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records. Your role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality. Key Responsibilities: - Ensure compliance with accounting standards, regulatory requirements, and internal policies. - Record day-to-day financial transactions, maintain an accurate record of financial transactions, and reconcile bank and credit card statements. - Manage and update client accounts, prepare and deliver monthly, quarterly, and annual financial statements for clients. - Provide clients with clear and accurate information regarding their accounts, build and maintain strong client relationships through effective communication and problem-solving. - Identify opportunities for process improvements in bookkeeping and client account management, collaborate with team members to refine accounting procedures and systems. Qualifications: - Education: Bachelors degree in accounting/commerce. - Experience: Minimum of 2-3 years of experience in bookkeeping or a similar role. Experience in client account management is a plus. Working experience in both cash and accrual accounting is a must. - Skills: Proficiency in bookkeeping software (e.g., QuickBooks) and Microsoft Office Suite (Excel, Word, Outlook). Excellent attention to detail and organizational skills. Strong analytical and problem-solving abilities. Effective written and verbal communication skills. Ability to manage multiple tasks and prioritize workload.,