Integrations Support Specialist at Crete Professionals Alliance

Reid Accountants + Advisors, is hiring! Reid Accountants + Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. We currently have offices in Long Island, NYC and White Plains. Join a rapidly growing organization with a strategic vision and dynamic plan

We are seeking an experienced and highly organized Integrations Support Specialist who will be responsible for supporting, troubleshooting, and optimizing software and data integrations from accounting platforms to third-party systems (like CRMs, payroll platforms, expense management tools, etc.). This role requires a strong technical foundation, excellent problem-solving skills, and the ability to communicate effectively with both technical and non-technical users.

Key Responsibilities:

· Provide day-to-day support and continuous communications to the operations team for integrations.

· Liaise with third-party vendors and software providers to escalate and resolve complex technical issues.

· Active support in integration projects ensuring timelines, deliverables, and resources are aligned.

· Develop and maintain integration roadmaps covering systems (accounting, CRM, payroll, HRIS, expense), processes, and data migration.

· Coordinate across functional leads (Operations, Finance, HR, IT, Client Services) to ensure seamless adoption of firm standards.

· Establish and track KPIs to measure integration success (e.g., system uptime, error resolution cycle time, user adoption).

· Act as point of contact for newly acquired firms during the onboarding phase, managing expectations and communicating progress.

· Document lessons learned and refine integration methodologies to accelerate future projects.

· Support change management and training programs to ensure staff at new offices adopt firm tools and processes.

· Assist with data migration and system onboarding for new clients and staff.

Requirements:

• Experience supporting or managing integrations with accounting platforms (e.g., QuickBooks Online/Desktop, Sage, NetSuite).

• Basic understanding of APIs, webhooks, and data mapping principles.

• Strong analytical and troubleshooting skills.

• Excellent communication and documentation abilities.

• Comfortable working with both internal teams and external clients.

• Background in accounting, finance, or bookkeeping.

• Knowledge of data security best practices and compliance standards.

• Prior experience working in or with an accounting firm or financial services environment.

· Demonstrated experience in project management, preferably in accounting, professional services, or technology integration.

· Familiarity with M&A integration lifecycle (due diligence, pre-close planning, cutover, post-close stabilization).

· PMP, Agile, or Lean Six Sigma certification preferred but not required.

· Ability to manage multiple concurrent projects and work in a fast-paced, acquisitive environment.

· Strong interpersonal skills with the ability to influence without direct authority across departments and office locations.

Job Type: Full-time

Schedule: 9:00am – 5:30pm – On Site

Ability to commute/relocate: Woodbury, NY 11797: Reliably commute or planning to relocate before starting work (Required)

This position operates as part of a US East Coast-based team, with typical working
hours aligning with EST 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 $90K – $100K 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!

“Reid Accountants + Advisors”, an independent member of the Crete Professionals Alliance, is the brand name under which Reid CPAs, LLP and Reid Tax & Advisory Services, LLC and its subsidiary entities provide professional services. Reid CPAs, LLP and Reid Tax & Advisory Services, LLC (and its subsidiary entities) practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. Reid CPAs, LLP is a licensed independent CPA firm that provides attest services to its clients, and Reid Tax & Advisory Services, LLC, and its subsidiary entities provide tax and business consulting services to their clients. Reid Tax & Advisory Services, LLC, its subsidiary entities, and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the Reid Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the Reid Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted Reid CPAs, LLP and Reid Tax & Advisory Services, LLC.

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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