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Current

Accounting firm alliance providing non-attest services

Senior Director - Learning & Development

Learning & Development +1Confirmed live in the last 24 hours
Full-timeTampa, FL, USA

About the Job

Requirements

  • At least 10 years of experience across learning and development, talent management, or performance management, including at least 4 years leading a team.
  • Experience in accounting, professional services, and a multi-entity environment with distributed leadership.
  • Demonstrated success building learning or performance functions from the ground up, rather than only running established functions.
  • Strong command of goal frameworks, competency models, rating systems, instructional design, and manager enablement.
  • Experience owning learning or performance technology, including implementation, data governance, and vendor management.
  • Ability to influence senior leaders, navigate sensitive conversations, and uphold standards under pressure.
  • Comfort operating in ambiguity and building structure where none exists.
  • Hands-on experience with enterprise content libraries such as Becker, LinkedIn Learning, and LumiQ.

Responsibilities

  • Own the enterprise learning strategy across all firms, service lines, and career levels, from Associate through Partner.
  • Set the architecture for role-based learning pathways across Tax, Audit, CAS, Advisory, and Operations, and maintain standards for quality and consistency across the content library.
  • Lead the design and delivery of flagship leadership and business development programs, including university and external academic partnerships.
  • Build partner readiness and a visible pipeline of future firm leaders.
  • Define how learning connects to career progression, promotion criteria, and capability expectations across the platform.
  • Establish measures linking learning investment to retention, promotion readiness, utilization, and client service quality.
  • Own the performance management philosophy, framework, and annual cycle calendar across all firms and headquarters.
  • Set direction on goal-setting methodology, competency models, rating guides, calibration standards, and feedback practices.
  • Ensure performance and learning operate as one connected system.
  • Partner with executive leadership on talent review, succession planning, and promotion decisions at the partner and director level.
  • Maintain rating integrity, differentiation, and equity across a decentralized multi-firm environment.
  • Partner on the platform’s continuing professional education compliance strategy, including sponsor registration, program standards, instructor qualification, records retention, and audit readiness.
  • Establish governance for learning and performance data, including documentation standards, approval paths, and system-of-record decisions.
  • Serve as the escalation point for firm-level learning-specific compliance questions and ensure consistent answers across the alliance.
  • Serve as executive owner for the learning and performance technology stack, including LCvista and PerformYard.
  • Ensure clean integration between learning platforms, human resources information systems, and reporting environments so employee data, learning assignments, and performance records remain aligned.
  • Own vendor relationships, contract negotiation, renewal strategy, and cost allocation methodology for enterprise learning platforms, including Becker, LinkedIn Learning, and LumiQ.
  • Build executive-level reporting and dashboards covering completion, adoption, performance distribution, promotion readiness, and retention risk.
  • Evaluate and recommend new platforms, automation, and artificial-intelligence-enabled capabilities as the function scales.
  • Own the learning and performance workstream across firm integrations, from diligence through steady state.
  • Set standards for transitioning incoming firms onto platform frameworks, systems, and timelines, and determine sequencing and pace.
  • Partner with integration, information technology, and firm leadership to ensure people-facing systems are implemented cleanly and on schedule.
  • Build repeatable integration playbooks so quality does not depend on who is running the process.
  • Lead, coach, and develop a team spanning learning design, performance management, systems, and integration delivery.
  • Set clear priorities and success measures for the function, and manage capacity against growing demand.
  • Build depth and redundancy across the team to reduce key-person risk in critical processes.
  • Create conditions for the team to operate as trusted advisors to firm leadership.
  • Partner with the chief human resources officer and executive leadership on enterprise talent strategy and workforce planning.
  • Represent learning and performance in executive forums, board-level reporting, and firm partner meetings.
  • Influence firm leaders outside the function, building adoption through credibility rather than authority.
  • Advise on organizational design questions where learning, performance, and career structure intersect.
  • Travel approximately 30% for leadership programs, integration support, and firm-facing sessions.

Desired Qualifications

  • Direct experience with continuing professional education compliance, National Association of State Boards of Accountancy sponsor registration, or state board requirements.
  • Prior experience supporting or integrating acquired firms in a mergers and acquisitions environment.
  • Experience with LCvista, PerformYard, UKG, Rippling, or comparable platforms.
  • Knowledge of firm operational structures and service-line dynamics across tax, audit, and advisory.
  • Strong analytics and reporting skills, including the ability to build a business case from data.
  • Experience managing external academic or university program partnerships.
  • Experience owning learning content provider relationships end to end, including selection, contract and renewal negotiation, seat allocation across entities, and building the utilization case for continued investment.

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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