Client Accounting Specialist

Crete Professionals Alliance • Louisville, KY

30d • $20 - $30 • Onsite

About The Position

Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch. With a presence in over half the US, 32 regional offices, 1,500 dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team. Do you have what it takes to keep up? Patterson & Company CPA's is now part of Abacus!, in partnership with Crete Professionals Alliance. They’ve joined forces with Abacus!, a full-service accounting and advisory firm known for people-focused service and smart financial guidance. Together with Crete Professionals Alliance, a national leader in innovative back-office solutions, they’re bringing their clients more strength, support, and expertise. Due to tremendous growth, their Louisville location needs top-tier accounting professionals just like you! The Client Accounting Specialist is responsible for managing client accounts, performing detailed bookkeeping tasks, and ensuring the accuracy of financial records. This role demands a high level of attention to detail, excellent organizational skills, and a commitment to maintaining client confidentiality.

Requirements

• Minimum of 2-3 years of experience in bookkeeping or a similar role.
• 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.

Nice To Haves

• Experience in client account management is a plus.
• Certified Bookkeeper (CB) or other relevant certifications are a plus.

Responsibilities

• Ensure compliance with accounting standards, regulatory requirements, and internal policies.
• Ensure compliance with relevant regulations and internal procedures.
• Record day-to-day financial transactions and complete the posting process.
• Maintain an accurate record of financial transactions by establishing accounts and posting transactions.
• Reconcile bank and credit card statements.
• Process accounts payable and receivable.
• Manage and update client accounts.
• Prepare and deliver monthly, quarterly, and annual financial statements for clients.
• Assist clients with inquiries related to their accounts and transactions.
• 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.
• Identify opportunities for process improvements in bookkeeping and client account management.
• Collaborate with team members to refine accounting procedures and systems.

Benefits

• Health, Dental, and Vision Insurance (with options for fully paid employee only coverage for health and dental)
• Company-Paid Life and Long-Term Disability Insurance
• Ancillary Benefits such as supplemental life insurance and short-term disability options
• Classic Safe Harbor 401(k) Plan with employer contributions
• Opportunities for professional growth, learning, and development including access to Becker and LinkedIn Learning

What This Job Offers

• Job Type: Full-time
• Career Level: Mid Level