Let’s get started
By clicking ‘Next’, I agree to the Terms of Service
and Privacy Policy
Jobs / Job page
Tax & Accounting Manager  image - Rise Careers
Job details

Tax & Accounting Manager - job 1 of 2

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With over ten partner firms, several deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 40 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by co-founders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

 

Our partner firm, Reid Accountants + Advisors is hiring!

 

Reid Accountants + Advisors specializes in accounting and consulting services for businesses and individuals. We currently have offices in NY and are now expanding into South Carolina. Join a rapidly growing organization with a strategic vision and dynamic plan.

 

The Tax & Accounting Manager oversees all aspects of tax compliance, planning, and accounting within the organization. They are responsible for ensuring accurate financial reporting, maintaining compliance with tax laws and regulations, and implementing strategies to minimize tax liabilities while maximizing financial efficiency.

Key Objectives:

·         Candidate will work in all phases of tax planning, tax preparation, review, compliance, and research

·         Strong experience using tax software with Thomson Reuters UltraTax CS, Microsoft Office and Intuit QuickBooks preferred

·         Demonstrate knowledge of prevailing tax laws and developments

·         Ability to apply knowledge of current issues in tax, regulatory requirements and industry specific concerns to clients and be able to identify where they may impact a client and recommend strategies

·         Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate

·         Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships

·         Coordinating more complex accounting projects and initiatives with other members of the accounting team

·         Superior attention to detail

 

Requirements:

  • Bachelor’s degree in accounting (Required)

  • CPA (Required)

  • Real Estate background (Preferred)

  • At least 7+ years of experience in a CPA firm (Required)

  • Experience using UltraTax CS, Checkpoint, Microsoft Office Suite and Intuit products (Preferred)

 

Skills:

 

  • Able to work independently and within a team environment

  • Outstanding communication skills both written and verbal

  • Detail oriented and capable of multi-tasking, prioritizing and managing time effectively

·         A team player that possesses a positive, “can do” attitude with a “firm first” mindset

  • Review engagement work papers, resolve any problems, and keep the partner informed of all important developments in the engagement.

·         Coordinates the various phases of an engagement, including Staff requirements, job planning and scheduling.

·         Supervise staff accountants, provide feedback to them, and evaluate their progress.

·         Become an expert in assigned areas.

  • Assist in administrative functions as assigned by the partners.

  • Recognize opportunities to provide additional services to existing clients and efficiencies within the workplace.

 

 

Salary:  $100,000 - $135,000 (Commensurate with experience)

 

Job Type: Full-time

Benefits:

  • 401(k)

  • Dental insurance

  • Vision insurance

  • Disability insurance

  • Health insurance

  • Life insurance

  • Paid time off

 

Schedule:

  • 9:00am – 5:30pm – Remote to Hybrid with increased hours for busy seasons

Location:

  • Columbia or Lexington, South Carolina - This position is initially remote; however, it will transition into a hybrid role once we establish an office in South Carolina.

 

This position operates in Columbia or Lexington, SC with typical working hours aligning with Eastern Standard Time (EST) zone to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs.

 

We are excited to invite talented individuals to join our dynamic team! This position
offers a competitive salary range of $100K – $135K annually, commensurate with experience and qualifications.

In addition to a rewarding career, we provide a robust benefits package, including:

  • Health, Dental, and Vision Insurance (with options for fully paid employee
    only coverage for health and dental)

  • Company-Paid Life and Long-Term Disability Insurance

  • Ancillary Benefits such as supplemental life insurance and short-term
    disability options

  • Classic Safe Harbor 401(k) Plan with employer contributions

  • Opportunities for professional growth, learning, and development including
    access to Becker and LinkedIn Learning

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

 

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.

 

#LI-BP1

 

 

 

 

 

Crete Professionals Alliance Glassdoor Company Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
Crete Professionals Alliance DE&I Review
No rating Glassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star iconGlassdoor star icon
CEO of Crete Professionals Alliance
Crete Professionals Alliance CEO photo
Unknown name
Approve of CEO

Average salary estimate

$117500 / YEARLY (est.)
min
max
$100000K
$135000K

If an employer mentions a salary or salary range on their job, we display it as an "Employer Estimate". If a job has no salary data, Rise displays an estimate if available.

What You Should Know About Tax & Accounting Manager , Crete Professionals Alliance

If you're looking for an exciting opportunity to make a significant impact in the world of finance, look no further than the Tax & Accounting Manager position at Crete Professionals Alliance's partner firm, Reid Accountants + Advisors, nestled in the vibrant Columbia area. Since our inception in June 2023, we’ve rapidly grown to partner with top-tier accounting firms across the United States, and we're now expanding our reach into South Carolina. As the Tax & Accounting Manager, you'll be at the forefront of our operations, overseeing all aspects of tax compliance, planning, and accounting. This is your chance to leverage your expertise in tax planning and financial strategies while collaborating with a talented team dedicated to delivering top-notch service. You’ll take the reins on everything from tax preparation to maintaining compliance with ever-changing tax regulations. Your insights will be essential in applying current tax laws to identify opportunities for our clients, ensuring they maximize their financial efficiency. With a supportive environment that celebrates growth and collaboration, you’ll find yourself surrounded by like-minded professionals eager to make a difference. Enjoy a flexible schedule, a competitive salary, and a generous benefits package, including health insurance, retirement plans, and professional development opportunities. If you’re ready to join a dynamic team and bring your skills to the table, we can’t wait to hear from you!

Frequently Asked Questions (FAQs) for Tax & Accounting Manager Role at Crete Professionals Alliance
What are the main responsibilities of a Tax & Accounting Manager at Crete Professionals Alliance?

As a Tax & Accounting Manager at Crete Professionals Alliance's Reid Accountants + Advisors, your core responsibilities will revolve around tax compliance and planning. You'll handle tax preparation and review, ensure adherence to tax laws, and develop strategies for minimizing liabilities while maximizing financial outcomes for clients. Additionally, you'll coordinate complex accounting projects and collaborate with other team members to ensure efficiency and accuracy in all operations.

Join Rise to see the full answer
What qualifications are required for the Tax & Accounting Manager position at Crete Professionals Alliance?

To excel as a Tax & Accounting Manager at Crete Professionals Alliance, candidates need a Bachelor’s degree in accounting and a CPA designation. Having a minimum of 7 years of experience in a CPA firm is essential, and prior knowledge in real estate is preferred. Candidates should also be experienced with tax software, especially Thomson Reuters UltraTax CS, and must possess strong communication skills along with a detail-oriented mindset.

Join Rise to see the full answer
How does the Tax & Accounting Manager support client relationships at Crete Professionals Alliance?

In the role of Tax & Accounting Manager at Crete Professionals Alliance, supporting client relationships is a key aspect. You will proactively work with clients to understand their needs, applying your expertise to identify tax-related concerns and strategies that affect their financial success. By demonstrating thorough knowledge of tax laws and regulations, you’ll provide tailored solutions and build lasting professional relationships grounded in trust and transparency.

Join Rise to see the full answer
Is prior experience with tax software important for the Tax & Accounting Manager role at Crete Professionals Alliance?

Absolutely! Proficiency in tax software is crucial for the Tax & Accounting Manager position at Crete Professionals Alliance, particularly experience with tools like Thomson Reuters UltraTax CS. This expertise will aid you in efficient tax preparation and compliance processes, allowing you to focus on delivering high-quality service to clients and contributing positively to the team.

Join Rise to see the full answer
What learning and development opportunities does Crete Professionals Alliance offer for the Tax & Accounting Manager?

Crete Professionals Alliance is committed to employee growth, offering a variety of learning and development opportunities for the Tax & Accounting Manager position. You'll have access to platforms such as Becker and LinkedIn Learning, enabling you to expand your skills and stay updated with the latest trends in accounting and tax regulations. This investment in your professional development is part of our mission to create a supportive and enriching workplace.

Join Rise to see the full answer
Common Interview Questions for Tax & Accounting Manager
Can you explain your experience with tax planning and compliance?

When discussing your experience with tax planning and compliance, be sure to highlight specific instances where you've successfully developed strategies to minimize tax liabilities. Emphasize your familiarity with tax regulations, your use of tax software, and how your efforts have benefited clients in the past.

Join Rise to see the full answer
How do you stay updated with the latest tax laws and regulations?

In response to this question, mention your dedication to continuous learning. Discuss how you utilize resources such as professional memberships, online courses, and industry publications to remain informed about changes in tax laws, and explain how you apply this knowledge to your work.

Join Rise to see the full answer
Describe a complex accounting project you've managed.

To answer this effectively, recount a specific project that involved multiple stakeholders. Discuss your approach to planning, collaboration, and overcoming obstacles, emphasizing how you ensured the project was completed on time and met all regulatory compliance requirements.

Join Rise to see the full answer
What strategies do you use to manage client relationships?

When asked about managing client relationships, focus on your communication skills and proactive approach. Highlight how you tailor your interactions to meet client needs and build trust. Share examples of how you've successfully navigated challenging situations with clients.

Join Rise to see the full answer
Can you explain how you've used tax software effectively in your previous roles?

For this question, provide examples of how you've utilized tax software, particularly discussing any efficiencies gained, specific features you find indispensable, and how you troubleshoot common issues. Mention any specific software like UltraTax CS and how it enhanced your productivity.

Join Rise to see the full answer
How do you prioritize your workload, especially during busy seasons?

Answer this question by discussing your organizational skills and the strategies you implement during peak times, such as creating task lists, delegating responsibilities, and using deadlines to stay on track. Provide a real-life example to illustrate your approach.

Join Rise to see the full answer
What do you believe are the most critical skills for a Tax & Accounting Manager?

When talking about critical skills, emphasize technical expertise, communication, detail orientation, and problem-solving. Relate these skills back to your personal experiences and successes in your career, demonstrating how they contribute to effective management and client satisfaction.

Join Rise to see the full answer
How do you approach tax audits and compliance reviews?

Discuss your systematic approach to tax audits, including your preparation process, engagement with auditors, and how you ensure all documentation is accurate and accessible. Highlight any experiences you have managing an audit successfully in the past.

Join Rise to see the full answer
Can you provide an example of how you've identified and addressed areas for service improvement in your previous roles?

Offer a specific example of a process or service aspect you identified as needing improvement. Discuss the steps you took to drive change and the positive results that followed, showcasing your proactive mindset and dedication to excellence.

Join Rise to see the full answer
What motivates you to work in tax and accounting?

In answering this question, share your passion for accounting and how you find satisfaction in helping clients navigate complex financial landscapes. Discuss how you keep your motivation high through continuous learning and achieving positive results for clients.

Join Rise to see the full answer
Similar Jobs
Photo of the Rise User
Posted 13 days ago
Photo of the Rise User
ARO Remote No location specified
Posted 10 days ago
Photo of the Rise User
Synctera Remote US or Canada (Remote)
Posted 4 days ago
Mission Driven
Inclusive & Diverse
Collaboration over Competition
Growth & Learning
Jobot Hybrid Port Washington, NY
Posted 7 days ago
Photo of the Rise User
Axon Remote Scottsdale, Arizona, United States
Posted 8 days ago
Photo of the Rise User
Posted 9 days ago
Posted 6 days ago
First Financial Federal Credit Union Hybrid 783 Wayside Rd, Neptune City, NJ 07753, USA
Posted 2 days ago
MATCH
Calculating your matching score...
FUNDING
DEPARTMENTS
SENIORITY LEVEL REQUIREMENT
TEAM SIZE
No info
EMPLOYMENT TYPE
Full-time, hybrid
DATE POSTED
December 21, 2024

Subscribe to Rise newsletter

Risa star 🔮 Hi, I'm Risa! Your AI
Career Copilot
Want to see a list of jobs tailored to
you, just ask me below!