Full-Time

Tax Manager

Real Estate

Current

Current

51-200 employees

Accounting firm alliance providing non-attest services

No salary listed

Boca Raton, FL, USA

In Person

On-site in Boca Raton, Florida. EST working hours.

Category
Real Estate (1)
Accounting (1)
Required Skills
QuickBooks

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Requirements
  • Qualified candidates will be a CPA or EA with 5 plus years of progressive CPA firm experience
  • Bachelor’s degree required, Masters in Accounting/Taxation preferred
  • International Accounting Knowledge (tax laws for S-Corps, C-Corps, Partnerships and Individuals and foreign informational reporting requirements) preferred
  • Knowledge of estates and trusts, multi-state, and consolidated returns
  • Understanding of Generally Accepted Accounting Principles (GAAP)
  • Ability to review and provide feedback on tax work prepared by all staff in a professional manner
  • Ability to manage own time and the time of others, as well a train and mentor staff
  • Experience using UltraTax CS, CCH ProSystems, QuickBooks, and Practice CS preferred
  • Microsoft Office proficiency
Responsibilities
  • Applying technical skills to perform effective reviews of all types of tax returns, ensuring relevant issues are resolved, exploring planning opportunities, and returns are complete and ready for Principal review
  • Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities
  • Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects
  • Identifying tax planning & consulting opportunities, including coordination with client's other advisors
  • Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm
  • Conversing directly with clients and their advisors and serving as the primary point of contact
  • Proactively communicating with other staff to assist and request status of projects
  • Mentoring and participating in training as a team leader
  • Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients

Crete PA partners with the non-attest arms of US accounting firms to help them grow while keeping the local firm’s brand, leadership, and culture. It provides centralized back-office support—such as talent acquisition, human resources, finance, legal and compliance, technology, and business development—through subsidiary entities that handle tax and advisory services, while partner CPA firms perform audits. The network comprises more than 20 partner firms with over $300 million in combined annual revenue, and Crete PA takes majority stakes with original owners retaining minority equity. The company plans to expand through acquisitions and by using AI tools, backed by Thrive Capital and Bessemer Venture Partners, with the goal of building a nationwide accounting platform that offers capital and shared resources instead of selling or staying under-resourced.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

2023

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Simplify Jobs

Simplify's Take

What believers are saying

  • Its Tax AI cut prep time by 31% across 7,000 returns with 98% accuracy.
  • Strategic AI integration with Thrive and OpenAI enhances productivity for all partner firms.
  • The $500M acquisition plan targets majority stakes while keeping original owners involved.

What critics are saying

  • AI hallucinations in tax returns expose Current to catastrophic liability under emerging AICPA rules.
  • Data sovereignty risks from shared OpenAI models could trigger GDPR-like breaches and reputational collapse.
  • Lack of uniform AI governance across 30 firms will trigger AICPA enforcement within 6–9 months.

What makes Current unique

  • Current operates as a strategic alliance for 30 US accounting firms with $500M annual revenue.
  • It partners with firms by investing in non-attest arms under alternative practice structures.
  • Current retains partner branding and leadership while delivering Fortune 500-calibre advisory services.

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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

79%

1 year growth

79%

2 year growth

90%
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.