Crete Professionals Alliance

Accountant

• Prepare individual, corporate (S corp and C corp), partnership tax returns
• Perform tax research and planning, as needed, to solve client’s tax issues
• Assist in the preparation of financial reports that may include net worth statements, cash flow schedules, meeting packages, budgets, investment analysis, tour reconciliations, etc.
• Assist client service team with other projects, as necessary

Seasonal Tax Accountant

Director

• Lead and sign off on transfer tax valuations, including minority LP/LLC interest appraisals.
• Develop defensible support for DLOC and DLOM conclusions based on governing documents and market evidence.
• Determine appropriate valuation approaches and key inputs, and oversee engagement execution from scoping through final delivery.
• Serve as senior technical contact for estate planning attorneys, CPAs, wealth advisors, and family offices.
• Build and enforce standards: intake checklist, workpapers, report templates, discount memos, and QA review process.
• Train and mentor analysts. Build a scalable production workflow.
• Support audit or inquiry responses as needed, including documentation and technical explanations.

Director of Valuation

Client Services Representative

• Perform day-to-day bookkeeping for assigned Client Accounting Services (CAS) clients
• Record financial transactions and maintain accurate general ledgers
• Reconcile bank accounts, credit cards, and balance sheet accounts
• Process accounts payable and accounts receivable as applicable
• Support monthly, quarterly, and annual close processes
• Prepare standard financial statements and supporting schedules
• Review financial data for accuracy and resolve discrepancies
• Ensure timely and consistent delivery of client reports
• Serve as a day-to-day accounting contact for assigned clients
• Respond to client questions regarding transactions and account balances
• Communicate clearly and professionally with clients and internal team members
• Escalate complex or unusual items to senior team members when appropriate
• Complete work in accordance with GAAP, firm policies, and internal best practices
• Maintain organized documentation and support for all accounting activity
• Contribute to process improvements and accounting workflow enhancements
• Collaborate with CAS team members to deliver consistent, high-quality service

Staff Accountant – Client Services

Bookkeeper

• Maintain clients’ accounts by verifying, allocating, and posting transactions
• Store and maintain bookkeeping data
• Maintain accurate and complete records of all financial transactions in an orderly manner
• Manage ERP system
• Data entry in the company’s systems (invoices & other financial information)
• Post and reconcile journal entries
• Reconciliation of general ledgers
• Respond to information requirements in tax and book audits
• Ensure proper backup information is obtained prior to journal entry postings
• Pick up and deposit checks and related documents as needed
• Any other ad-hoc tasks related to the field

Full Charge Bookkeeper

Tax Accountant

Events

• Partner with the BD team to plan, coordinate, and execute events that build relationships and generate partner-firm opportunities, including dinners, sporting events, happy hours, and roundtables.
• Manage logistics including reservations, invitations, RSVPs, travel coordination, agendas, and onsite execution.
• Collaborate with Brand & Marketing to develop presentation materials, leave-behinds, event SWAG, and elevated branded experiences.
• Track event performance, target engagement, and ROI; deliver clear post-event reporting and recommendations.
• Own Crete’s presence at accounting and industry conferences from start to finish.
• Register Crete and partner firm attendees, coordinate travel, and manage on-site schedules.
• Lead booth production, setup, and teardown, ensuring a polished and modern experience with support from internal teams.
• Manage SWAG inventory, giveaways, raffles, signage, and all experiential elements.
• Review attendee lists to identify prospective partner firms.
• Assist BD in outreach to schedule meetings, coffees, dinners, and networking touchpoints before and during events.
• Maintain accurate records of all prospects, meetings, and interactions.
• Enter, update, and maintain lead information in Affinity, HubSpot, and other CRM tools.
• Track event metrics including attendance, target engagement rates, and BD pipeline influence.
• Provide post-event analysis with insights and recommendations for future improvements.
• Serve as the connective tissue between Business Development and Brand & Marketing.
• Ensure event experiences reflect Crete’s brand standards, messaging, tone, and story.
• Work closely with Growth Ops, Regional VPs, and partner firm leaders as needed for planning and execution.

Senior Associate, Live Events – Experiences

Systems Engineer

• Serve as Crete’s lead LCvista expert, owning configuration, setup, SSO, permissions, role structures, firm segmentation, and (potential future) multi-LMS instance alignment.
• Manage jurisdiction-specific rules, tracking updates across all 50 states and ensuring CPE compliance meets Board of Accountancy requirements.
• Lead UAT, regression testing, and rollout of new system releases, features, and integrations.
• Provide Tier-2 support for firm admins; lead troubleshooting and escalate issues to LCvista as needed.
• Maintain the LMS data architecture with alignment to UKG and PerformYard.
• Curate Crete’s full learning library.
• Monitor and update CPE metadata, expirations, certificates, and technical requirements to ensure jurisdictional accuracy.
• Assign required CPE by level, role, service line, and region—ensuring protections for audit, tax, and CAS rules.
• Manage bulk imports, vendor licensing, content mapping, metadata cleanup, and external provider relationships.
• Partner with L&D on skill-based learning paths, technical academies, and foundational learning plans.
• Draft firm-wide communications on compliance deadlines, content launches, onboarding, or system changes.
• Build job aids, tip sheets, 2-minute training videos, and “how-to” micro-learning using tools like Colossyan.
• Own and maintain Crete’s intranet learning hub.
• Partner with leaders to monitor compliance risk and proactively communicate needed actions.
• Track all CPE completion across firms—ensuring each learner meets state, AICPA, and service-line-specific requirements.
• Produce analytics dashboards: completions, licensing gaps, overdue CPE, provider utilization, and training ROI.
• Collaborate with the Lead – Performance Analytics to sync learning and performance data (e.g., linking competencies to development).
• Monitor learning engagement and recommend strategies to increase adoption.
• Build and support new firm learning plans during acquisition integration (Day 1–90).
• Align onboarding and mandatory learning flows across firms.
• Coordinate with Talent Integration to create scalable processes that support multi-entity growth.
• Support the development of annual content roadmap, vendor reviews, and technical learning frameworks.