Full-Time

Tax Manager

Salt

Crete Professionals Alliance

Crete Professionals Alliance

51-200 employees

Strategic alliance for non-attest accounting firms

No salary listed

Coral Gables, FL, USA

Hybrid

US East Coast-based team; EST hours with flexible schedule.

Category
Accounting (1)
Requirements
  • Bachelor’s degree required
  • Masters in Accounting, Taxation, Finance, or a related field preferred
  • CPA strongly preferred
  • 5+ years of experience in a CPA firm or SALT, with leadership in a managerial role
  • Extensive knowledge of state and local tax laws, compliance, and planning strategies
  • Excellent verbal and written communication skills, with experience presenting to clients and stakeholders
  • Proficiency in tax research tools and software (e.g., CCH, UltraTax CS, QuickBooks)
  • Ability to manage multiple projects, mentor staff, and meet deadlines
Responsibilities
  • Lead and manage income apportionment, income allocation, and multi-state apportionment projects
  • Conduct and review income tax nexus studies to identify filing responsibilities and ensure compliance
  • Provide leadership on sales and use tax matters, including taxability reviews, audit defense, and use tax planning
  • Guide clients on sourcing methods, including cost of performance and market-based sourcing approaches
  • Interpret and advise on Public Law 86-272 and its impact on state income tax filings
  • Oversee voluntary disclosure agreements, closing agreements, and compromise negotiations
  • Develop tax strategies for transaction structuring, business purchase and sale structuring, and due diligence
  • Manage reverse refund audits, managed audits, and compliance processes for multi-state operations
  • Prepare and supervise tax assessment protests and related pleadings, ensuring timely resolution with taxing authorities
  • Provide technical guidance to clients and team members on inquiries from state and local taxing agencies
  • Ensure accurate and timely delivery of compliance reporting services across multiple jurisdictions
  • Supervise and mentor a team of professionals, providing guidance and training as needed
  • Manage client relationships, ensuring clear communication and excellent service delivery
  • Collaborate with leadership to develop and implement best practices and innovative tax solutions
Desired Qualifications
  • CPA certification (strongly preferred)
  • Previous leadership experience in a managerial role at a CPA firm or SALT practice
  • Experience with state and local tax law compliance and planning
  • Experience with tax research tools and software (e.g., CCH, UltraTax CS, QuickBooks)
  • Bachelor’s degree required, Masters preferred (Taxation, Accounting, Finance)
Crete Professionals Alliance

Crete Professionals Alliance

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Crete PA partners with non-attest arms of U.S. accounting firms, letting firms keep their brand and leadership while gaining centralized back-office, technology, and capital support. Revenue comes from 20+ partner firms totaling over $300 million annually, with Crete PA providing tax, advisory, and other non-attest services via subsidiaries and partner firms handling audits. Founded in 2023 by Jake Sloane and Frank Zhang, the firm secured a May 2024 investment from Thrive Capital and Bessemer Venture Partners to boost AI and technology. Its growth plan includes investing over $500 million to acquire more U.S. firms, taking majority stakes while allowing original owners to retain minority equity to stay involved, aiming to create a larger network that competes with bigger platforms while preserving local culture.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Reid Advisors doubled revenue to $55M via six Crete-backed acquisitions.
  • Think Advisors adds R&D tax credit expertise across nationwide network.
  • Cabrillo Advisors expands California footprint with specialized valuation services.

What critics are saying

  • Intapp locks Crete into outdated tech, blocking AI gains in 6-12 months.
  • Bessemer diverts to Pilot.com, competing on bookkeeping in 12-18 months.
  • SEC audits expose non-attest gaps, forcing $100M revenue divestitures.

What makes Crete Professionals Alliance unique

  • Crete PA invests in non-attest arms using alternative practice structures.
  • Partners retain local brands, leadership, and culture with national resources.
  • Backed by Thrive Capital and Bessemer for AI-driven accounting innovation.

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Benefits

Health Insurance

401(k) Retirement Plan

Paid Vacation

Flexible Work Hours

Remote Work Options

Wellness Program

Mental Health Support

Conference Attendance Budget

Professional Development Budget

Hybrid Work Options

Stock Options

Company Equity

Life Insurance

Short-term Disability

Long-term Disability

Paid Holidays

PTO/vacation

Employee Discounts

Meal Benefits

Phone/Internet Stipend

Growth & Insights and Company News

Headcount

6 month growth

2%

1 year growth

3%

2 year growth

4%
The Associated Press
Jan 29th, 2026
Reid Advisors doubles revenue to $55M through Crete-backed acquisitions across New York and Southeast

Reid Advisors, a Long Island-based accounting firm, has expanded significantly since joining Crete Professionals Alliance in February 2024, growing its revenue from approximately $25 million to $55 million through strategic acquisitions. The firm completed six acquisitions between January 2025 and January 2026, strengthening its New York presence and entering the Southeast market. Notable additions include Housman & Elezovic, Rosenberg & Manente, MJ Berger, and HKMP in New York, plus McDowell-Perham and Barb & Company in South Carolina, collectively adding approximately $20 million in revenue. Reid leveraged Crete's platform for capital, operational support and technology whilst maintaining local leadership. The expansion demonstrates how Crete's model enables large accounting firms to scale through acquisition whilst preserving client relationships and firm culture.

Crete Professionals Alliance
Aug 26th, 2025
Cabrillo Advisors Joins Crete Professionals Alliance, Expanding National Network and Enhancing Client Capabilities

Crete expands its California footprint and adds valuation services by partnering with San Diego-based Cabrillo Advisors

Business Wire
May 6th, 2024
Crete Professionals Alliance Reimagines Accounting for the 21st Century

Crete Professionals Alliance (“Crete PA”), an alliance of accounting and professional services firms, announced today that it has raised strategic cap

Business Wire
May 2nd, 2024
Crete Professionals Alliance Reimagines Accounting for the 21st Century

TAMPA, Fla.-(BUSINESS WIRE)-Crete Professionals Alliance ("Crete PA"), an alliance of accounting and professional services firms, announced today that it has raised strategic capital in a round led by Thrive Capital and Bessemer Venture Partners.