C

Current

Accounting firm alliance providing non-attest services

Director Tax

Tax AccountingConfirmed live in the last 24 hours
Full-time$175k - $225k /yrIn-person

About the Job

Requirements

  • A bachelor's degree in Accounting or a related field is required.
  • A CPA license, or equivalent active licensure as applicable, is required.
  • Significant experience leading and reviewing tax engagements in a public accounting environment is required.
  • Advanced knowledge of federal and state tax concepts and compliance requirements is required.
  • Strong engagement strategy and risk management skills are required, including the ability to lead leaders and manage multiple concurrent priorities.
  • Strong client-facing communication, stakeholder management, and sound professional judgment are required.
  • Proficiency in Microsoft Excel and tax software and tools is required.

Responsibilities

  • Lead a portfolio of tax compliance engagements, ensuring consistent quality, accurate documentation, and on-time delivery.
  • Set engagement strategy for complex clients, including risk assessment, planning expectations, staffing, timelines, and review depth, and align decisions with tax leadership.
  • Review key tax judgments, high-risk areas, and engagement conclusions to ensure positions are supported and filing requirements are met.
  • Resolve escalated technical and client issues by coordinating research, specialist input, communications, and documentation as needed.
  • Oversee portfolio budgets, work in process, billing, realization, utilization, and rework; identify trends and implement corrective actions.
  • Coach and develop senior managers, managers, supervisors, and assigned engagement teams; provide clear priorities, feedback, and performance management support.
  • Build and maintain client relationships through clear executive-level communication, expectation-setting, and timely resolution of concerns; support client retention and growth.
  • Advance quality improvement, standardization, training, and technology adoption, coordinating with other service lines and specialists as appropriate.
  • Monitor portfolio filing calendars, extensions, delivery milestones, staffing, capacity, and utilization.
  • Review engagement financials, including budgets versus actuals, billing, realization, and write-ups or write-downs.
  • Track technical issues, review notes, rework, compliance findings, and escalation plans to strengthen quality and risk management.
  • Use client feedback, retention trends, referrals, and growth opportunities to support client relationships and practice planning.
  • Deliver engagements on time with consistent quality, supported tax positions, and effective risk management.
  • Resolve complex technical and client issues with timely communication and appropriate escalation.
  • Actively manage portfolio economics and team capacity, taking corrective action on delivery or budget variances.
  • Develop team leaders through coaching and accountability, and ensure practice improvements are adopted consistently.

About the Company

Current

Accounting firm alliance providing non-attest services

Crete Professionals Alliance (Crete PA) partners with the non-attest arms of US accounting firms to scale their practices while preserving the local firm’s brand, leadership, and culture. It provides centralized back-office services—like talent, HR, finance, legal/compliance, technology, and business development—through subsidiary entities that handle tax and other non-attest work, while partner CPA firms maintain audit and attest services. Crete PA takes majority stakes in partner firms, with original owners retaining a minority equity position to stay involved. The company differentiates itself by offering large-scale national resources and technology-focused tools, including AI, without forcing firms to lose their brand or leadership, and it aims to grow through acquisitions to build a nationwide accounting platform.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
2023

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