C

Current

Accounting firm alliance providing non-attest services

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-time$80k - $120k /yrIn-person

About the Job

Requirements

  • Experience in public accounting with a proven track record.
  • CPA certification is required.
  • Strong consulting skills, including understanding client businesses, diagnosing needs and opportunities, and suggesting solutions.

Responsibilities

  • Manage client relationships for assigned clients within the role’s area of expertise.
  • Direct staff employees’ work, provide on-the-job training, and make presentations to internal teams.
  • Provide professional audit, accounting, and/or tax services to assigned clients.
  • Manage competing responsibilities, including staffing requirements, client visits for planning and scheduling with the partner, and monitoring engagement progress against budgets and due dates.
  • Represent clients before regulatory agencies.
  • Meet with assigned business clients and large individual tax clients at least annually, and/or provide direct fieldwork on audit engagements.
  • Supervise engagement planning and monitor progress against budgets and due dates.
  • Ensure proper billing procedures are followed.

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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