C

Current

Accounting firm alliance providing non-attest services

Manager – M&A Integrations

Program ManagementConfirmed live in the last 24 hours
Full-timeAventura, FL, USA$108k - $130k /yr

About the Job

Requirements

  • At least 5 years of experience in operations or leadership roles within an accounting firm, preferably with M&A or integration exposure, or at least 5 years of experience in integration and/or project management leadership roles, preferably with accounting or professional services exposure.
  • Strong understanding of accounting-firm operations, including partner dynamics, workflow models, common technology and systems, client-service delivery, and regulatory context; this is strongly preferred.
  • Demonstrated ability to manage complex, cross-functional initiatives with multiple stakeholders and tight deadlines.
  • Proven ability to build trust with senior leaders and partner groups.
  • Strong written and verbal communication skills, including the ability to manage up, down, and across.
  • Willingness to travel within the United States.
  • Ability to support, collaborate with, and learn from team members across the integration function.
  • Ability to thrive in a fast-paced, dynamic environment.
  • Commitment to integrity and ethical conduct.
  • Self-awareness, acceptance, honesty, openness, and respectfulness.
  • Alignment with Current’s core values of Courage, Partnership, and Relentlessness.

Responsibilities

  • Support deal leads and the Integration Management Office (IMO) in executing integration activities for newly acquired firms by tracking workstreams, coordinating deliverables, and helping ensure timely execution across accounting, finance, IT, compliance, HR, and operational functions.
  • Drive each integration as a structured project by setting timelines, defining workstreams, tracking milestones, managing risks, communicating with stakeholders, and ensuring cross-functional accountability from start to finish.
  • Support deal leads in managing relationships within Current and, where applicable, with each acquired firm’s leadership team.
  • Support the integration lead in coordinating functional departments, tracking open items, following up on deliverables, and maintaining accountability across corporate and firm-based teams.
  • Execute the integration playbook, provide feedback for continuous improvement, identify risks, escalate issues early, and develop solutions to integration challenges.
  • Maintain integration status trackers and prepare reporting materials for deal leads and direct management, documenting and communicating milestones, risks, and open items.
  • Support the IMO in maintaining consistency across integrations, sharing learnings between deal teams, and ensuring adherence to established playbooks and processes.
  • Support cultural integration activities, including partner onboarding, firm communications, cultural assimilation, and change management.

Desired Qualifications

  • Previous experience leading integrations or complex cross-functional implementation projects.
  • Familiarity with common accounting-firm technology stacks, such as CCH and Creative Solutions.
  • Change-management or project-leadership experience, including informal experience.

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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