Senior Accountant

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth
across accounting and professional service firms in the United States. Our initial
venture in August 2023 involved acquiring a majority interest in the non-attest
assets of a top 300 US-based national firm, positioning us alongside the top 100 US
accounting firms based on cumulative revenue. With over ten partner firms, several
deals under LOI, and substantial committed capital, Crete PA is poised to shortly
become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions
to expand into a multi-country platform. 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.

Our partner firm, Levy, Erlanger & Company is hiring!

Job Title: Senior Accountant

Number of Openings: 2 

Location:  San Francisco, CA – Conveniently located near BART 

Position Overview: 

Levy, Erlanger & Company was founded in 1986. We pride ourselves on providing quality professional services to community associations in Northern and Southern California. We specialize in Community Association Accounting.

We are seeking an experienced and detail-oriented Senior Accountant to join our dedicated accounting team, specializing in services for homeowners’ associations (HOAs) in the San Francisco Bay Area. The ideal candidate will bring a strong background in accounting, with a minimum of 3 years of experience, a CPA license, and expertise in conducting year-end audits and reviews. The position also entails being able to perform the engagement from the beginning to the end, as well as reviewing workpapers of engagements performed by staff accountants.

While experience in HOA accounting is preferred, we welcome candidates with transferable skills from real estate or residential property management accounting. This is a great opportunity to join a growing firm that provides specialized accounting services for HOA clients across the region.

Key Responsibilities:

• Perform audit engagements from beginning to end, as well as review engagement workpapers prepared by staff accountants.

• Perform tests of the accounting records and other auditing procedures as necessary.

• Perform detailed examinations of all transactions to identify any potential errors, irregularities, and illegal acts, including fraud, that may exist and go undetected.

• Review HOA accounting records to ensure accuracy and completeness.

• Perform analysis and reconciliation of general ledger accounts

• Prepare and review financial reports in compliance with industry standards and GAAP.

• Prepare and assist with audit schedules for financial audits, providing necessary documentation for review and analysis.

• Collaborate with HOA property managers and clients to resolve accounting discrepancies and provide timely, clear financial reporting.

• Stay current on HOA accounting regulations, industry trends, and updates to accounting standards.

Qualifications:

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

• CPA required.

• Minimum of 3 years of professional audit and accounting experience.

• Solid understanding of accounting principles and practices (GAAP), with a familiarity with HOA accounting standards.

• Experience reviewing and preparing work papers for financial reporting.

• Proficient in bookkeeping and maintaining accurate financial records for clients.

• Proficient in accounting software and Microsoft Excel (experience with accounting software such as CaseWare is a plus).

• Strong communication skills, both written and verbal, with the ability to interact effectively with clients, property managers, and team members.

• Detail-oriented with strong analytical and problem-solving abilities.

• Ability to work independently and manage multiple tasks and deadlines.

 Highly Preferred:

• Experience working with homeowners’ associations (HOAs) or community management firms.

• Familiarity with local HOA regulations in the San Francisco Bay Area.

• Experience in real estate or residential property management accounting with transferable skills to HOA accounting or community associations accounting.

Compensation: 

Competitive salary based on experience, along with a comprehensive benefits package, and discretionary bonus.  

Why Join Us?  

• Work in a supportive, collaborative environment that values work-life balance.

• Be part of a dynamic and diverse work culture that celebrates your individuality. 

• Located conveniently near BART for easy access to public transportation. 

• Opportunity to specialize in HOA accounting for a variety of clients in the San Francisco Bay Area.

• Great benefits and free access to gym on our premises.

This position operates in San Francisco, CA with typical working hours aligning with Pacific Standard Time (PST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive salary range of $105K – $140K 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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