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Current

Accounting firm alliance providing non-attest services

Tax Director - Path to Partner

Tax AccountingConfirmed live in the last 24 hours
Full-timeGreensboro, NC, USA$150k - $200k /yrHybrid

About the Job

Requirements

  • An active CPA license is required.
  • At least 10 years of progressive public accounting tax experience, including significant management responsibility.
  • Strong technical knowledge of individual, partnership, corporate, trust, and estate taxation.
  • Experience managing complex tax engagements and advising business owners and individuals.
  • Proven leadership, staff development, and client relationship management skills.
  • Strong tax planning, analytical, and communication abilities.
  • Interest in business development, client growth, and a long-term path to partnership.
  • Proficiency with public accounting tax software and workflow systems.

Responsibilities

  • Manage and review complex individual, partnership, S-Corp, C-Corp, trust, and estate tax returns.
  • Provide strategic tax planning, research, and advisory services to clients.
  • Serve as a trusted advisor to key clients, maintaining strong relationships and identifying planning opportunities.
  • Oversee multiple tax engagements, ensuring accuracy, compliance, and timely delivery.
  • Lead, mentor, and develop tax managers, seniors, and staff.
  • Collaborate with firm partners on complex tax matters, client strategy, and practice growth.
  • Support business development through networking, referrals, cross-selling, and new client opportunities.
  • Contribute to process improvements, workflow efficiency, and overall tax practice operations.
  • Demonstrate the leadership, business judgment, and client development skills necessary for future partnership.

Desired Qualifications

  • Previous Senior Manager or Director experience.
  • Business development or client origination 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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