Full-Time

Tax Manager

International Tax

Crete Professionals Alliance

Crete Professionals Alliance

51-200 employees

Strategic alliance for non-attest accounting firms

No salary listed

Boca Raton, FL, USA + 1 more

More locations: Coral Gables, FL, USA

Hybrid

On-site in Boca Raton or Coral Gables, FL; EST-aligned hours with flexible scheduling.

Category
Accounting (2)
,
Required Skills
Quickbooks
Requirements
  • CPA (Certified Public Accountant) or Enrolled Agent with five plus years of progressive CPA firm experience
  • Bachelor’s degree required; Master’s in Accounting/Taxation preferred
  • International Accounting Knowledge including 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
  • 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, and to 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 Professionals Alliance

Crete Professionals Alliance

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Crete PA partners with non-attest arms of U.S. accounting firms, letting firms keep their brand and leadership while gaining centralized back-office, technology, and capital support. Revenue comes from 20+ partner firms totaling over $300 million annually, with Crete PA providing tax, advisory, and other non-attest services via subsidiaries and partner firms handling audits. Founded in 2023 by Jake Sloane and Frank Zhang, the firm secured a May 2024 investment from Thrive Capital and Bessemer Venture Partners to boost AI and technology. Its growth plan includes investing over $500 million to acquire more U.S. firms, taking majority stakes while allowing original owners to retain minority equity to stay involved, aiming to create a larger network that competes with bigger platforms while preserving local culture.

Company Size

51-200

Company Stage

N/A

Total Funding

N/A

Headquarters

Tampa, Florida

Founded

2023

Simplify Jobs

Simplify's Take

What believers are saying

  • Reid Advisors doubled revenue to $55M via six Crete-backed acquisitions.
  • Think Advisors adds R&D tax credit expertise across nationwide network.
  • Cabrillo Advisors expands California footprint with specialized valuation services.

What critics are saying

  • Intapp locks Crete into outdated tech, blocking AI gains in 6-12 months.
  • Bessemer diverts to Pilot.com, competing on bookkeeping in 12-18 months.
  • SEC audits expose non-attest gaps, forcing $100M revenue divestitures.

What makes Crete Professionals Alliance unique

  • Crete PA invests in non-attest arms using alternative practice structures.
  • Partners retain local brands, leadership, and culture with national resources.
  • Backed by Thrive Capital and Bessemer for AI-driven accounting innovation.

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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

2%

1 year growth

3%

2 year growth

4%
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.