Client Manager, Accounting Services

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, 17 regional offices, 900 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?

Our partner firm, Patterson & Company (Abacus!) is hiring!

Patterson & Company is a NextGen Accounting firm with an aggressive growth strategy which includes a full-service bookkeeping and accounting and tax compliance offering. We utilize the most current technology and are focused on service to the service industries. Our goal is to be the best at what we do.

 Job Title: Client Manager

Department: Accounting Services

Reports To: Accounting Manager

Employment Type: Full-time

Work Location: In person

Job Summary: The Client Manager is responsible for managing client relationships and ensuring the delivery of high-quality accounting and advisory services. This role requires understanding client needs, coordinating with the firm’s internal teams, and developing strategies to enhance client satisfaction. The Client Manager will act as a trusted advisor, providing insights and solutions that align with clients' business objectives.

Key Responsibilities:

• Quality Assurance and Compliance:

  • Ensure compliance with accounting standards, regulatory requirements, and internal policies.

  • Oversee the quality and accuracy of work produced before distributing to clients.

  • Conduct regular audits and reviews of client accounts and deliverables.

• Client Relationship Management:

  • Develop and maintain strong, long-term relationships with clients.

  • Act as the primary point of contact and liaison between clients and the firm’s internal teams.

  • Conduct regular meetings and check-ins with clients to review services, performance, and future needs.

• Account Oversight:

  • Manage client accounts to ensure the timely and successful delivery of solutions according to client needs and objectives.

  • Coordinate with accounting, audit, and tax teams to ensure client expectations are met or exceeded.

  • Monitor account performance and develop strategies for account growth and retention.

• Service Delivery:

  • Collaborate with service delivery teams to design and implement client solutions.

  • Ensure that client deliverables are completed on time, within scope, and budget.

  • Address and resolve any issues or concerns raised by clients.

• Business Development:

  • Identify opportunities for additional services or solutions that benefit clients.

  • Work with the business development team to prepare proposals and presentations for prospective and existing clients.

  • Participate in contract negotiations and renewals

• Reporting and Analysis:

  • Prepare regular reports on account status and performance for internal stakeholders and clients.

• Analyze client data to provide insights and recommendations for improving service delivery and client satisfaction.

Qualifications:

• Bachelor’s degree in Accounting, Finance, Business Administration, or a related field.

• Minimum of 3-5 years of experience in client management, preferably within a CPA firm or financial services industry.

• Strong understanding of accounting and financial principles.

• Excellent communication, negotiation, and interpersonal skills.

• Proven ability to manage multiple accounts and projects simultaneously.

• Proficiency in CRM software and Microsoft Office Suite.

Preferred Qualifications:

• CPA or progress towards certification is a plus.

• Experience managing high-profile or complex accounts.

Working Conditions:

• Primarily office-based with some travel to client sites as needed.

• Flexibility to work additional hours during peak periods.

Schedule: Monday – Friday, 9:00AM – 5:30PM

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $70K – $80K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

• 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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

Crete Professionals Alliance 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.

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