Tax Supervisor - job 1 of 2

CPA TAX SUPERVISOR

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, Patterson & Company is hiring!

Patterson & Company is a NextGen Accounting firm with an aggressive growth strategy which includes a full-service bookkeeping and accounting and tax compliance offering. We utilize the most current technology and are focused on service to the service industries. Our goal is to be the best at what we do.

The Tax Supervisor is primarily responsible for leading and managing the tax planning, compliance, and preparation area of the firm with a small group of preparers.  The ability to make and explain decisions to clients in a professional, courteous and customer-centric attitude is essential. A passion for service excellence as well as effective teamwork traits will help ensure success. This is a great opportunity for people with a tax and accounting/ bookkeeping background who enjoy working with the most recent client technology in a fast-paced, positive work environment.

This posting is for a full-time opportunity.

Requirements:

• CPA with minimum 3-7 years of recent public tax & accounting firm experience

• Experience with tax planning

• Clear, concise, and timely communicator

• Great client service attitude

• Self-starter and ability to make decisions

Preferred:

Familiarity with Thomson Reuters software & QuickBooks

Duties include but will not be limited to:

• Planning & Preparation of client corporate, partnership, non-profit, and 1040 returns

• Client financial accounting and analytical tasks

• Interpreting client financial reports/data to ensure accuracy, completeness and compliance with SSARS

• Tax onboarding of new tax, bookkeeping, and accounting clients

• Tax law research

• Tax projections and communication of results to clients

• Review and consolidate the work of other staff members

• Demonstrate a thorough understanding of the clients’ business with a practical application to the financial results

• Prepare and evaluate client balance sheet and income statement information, determining variances and trends and report to management

• Ensure accuracy of the data and is responsible for resolving most problems

• Proactively consults with client management on financial and business issues

• Work with other accounting staff as well as other departments to ensure internal consistency of reports and analysis, and providing them with direction and assistance as required.

• Identify key trends and analysis for client upper management in order to make informed business decisions

• Evaluates existing work processes within firm and client and make needed adjustments

• Make recommendations for improving policies, procedures, controls and systems

• Ability to understand and communicate tax saving strategies with clients

• Perform other duties as required

This position operates in Louisville, KY 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 $90K – $110K 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.

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