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Client Manager

Client Manager

Crete Professionals AllianceLouisville, KY, US
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Client Manager

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 solutionsincluding national recruiting and offshore supportwhile 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?

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!

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
  • Client Relationship Management
  • Account Oversight
  • Service Delivery
  • Business Development
  • Reporting and Analysis

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 $75K $90K 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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    Client Manager • Louisville, KY, US

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