C

Current

Accounting firm alliance providing non-attest services

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeSomerset County, NJ, USAHybrid

About the Job

Requirements

  • A bachelor's degree in Accounting, Taxation, Finance, or a related field is required.
  • A CPA license is required.
  • At least 6 years of progressive public accounting tax experience is required.
  • Significant hands-on experience with high-net-worth individual taxation, including Form 1040, and partnership taxation, including Form 1065 and Schedule K-1s, is required.
  • Experience with pass-through entities, closely held businesses, and complex individual tax matters is required.
  • Strong tax planning, research, and advisory experience is required.
  • Experience reviewing complex returns and managing multiple client engagements is required.
  • Strong client relationship and communication skills are required.
  • Demonstrated leadership and staff development experience is required.

Responsibilities

  • Manage and review complex federal, state, and local tax returns, focusing on high-net-worth individuals and partnerships.
  • Serve as a primary point of contact for high-net-worth individuals, business owners, partnerships, and other key clients.
  • Provide proactive tax planning and identify tax-saving opportunities throughout the year.
  • Advise clients on partnership and pass-through taxation, entity structuring, transactions, and related tax matters.
  • Research and resolve complex federal and multi-state tax issues.
  • Manage multiple client engagements, deadlines, budgets, staffing, and deliverables.
  • Review workpapers and tax returns for technical accuracy and compliance.
  • Develop strong client relationships through proactive communication and responsive service.
  • Mentor and develop tax professionals through delegation, coaching, and technical guidance.
  • Collaborate with partners and firm leadership on complex client matters and planning opportunities.

Desired Qualifications

  • Multi-state taxation experience is preferred.
  • Trust, estate, family office, and real estate partnership experience is a plus.
  • A master's degree in Taxation is preferred.
  • Candidates located in New Jersey or with experience serving New Jersey clients are strongly preferred.

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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