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).