C

Current

Accounting firm alliance providing non-attest services

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeLouisville, KY, USA$116k - $130k /yrHybrid

About the Job

Requirements

  • A Bachelor's degree in Accounting is required.
  • An active Certified Public Accountant (CPA) license is required.
  • At least 6 years of progressive public accounting tax experience is required.
  • Experience reviewing complex tax returns across multiple entity types is required.
  • Strong knowledge of federal and state tax laws and regulations is required.
  • Previous supervisory or team leadership experience is required.
  • Experience with tax preparation and research software such as CCH Axcess, ProSystem fx, UltraTax CS, Lacerte, or similar software is required.
  • Proficiency with Microsoft Office, particularly Excel, is required.

Responsibilities

  • Manage multiple tax engagements from planning through completion while meeting deadlines and budget expectations.
  • Review and prepare federal, state, and local tax returns for individuals, partnerships, S corporations, C corporations, trusts, estates, and nonprofit organizations.
  • Provide proactive tax planning and consulting to minimize client tax liabilities and identify planning opportunities.
  • Research complex tax issues and communicate findings and recommendations to clients and firm leadership.
  • Serve as the primary contact for assigned clients, building long-term relationships through responsive and professional service.
  • Supervise, mentor, and develop tax staff and seniors by reviewing work, providing feedback, and supporting professional growth.
  • Coordinate workflow, assign projects, and monitor engagement progress throughout the tax season.
  • Assist clients with IRS and state tax notices, examinations, and correspondence.
  • Stay current on changes in tax laws, regulations, and industry developments, ensuring compliance and advising clients accordingly.
  • Identify opportunities for additional services and participate in business development and client retention efforts.
  • Collaborate with partners on tax strategies, firm initiatives, and process improvements.
  • Maintain accurate engagement documentation and comply with firm quality control standards.
  • Support year-round client advisory services, including estimated tax planning, entity selection, succession planning, and business consulting.

Desired Qualifications

  • A Master's degree in Taxation is 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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