Crete Professionals Alliance

Accountant

• Perform detailed audit and attest procedures in accordance with professional standards (GAAS, SSARS).
• Prepare and review financial statements, workpapers, and supporting documentation.
• Communicate directly with clients to gather information, explain findings, and deliver exceptional service.
• Identify accounting and audit issues and collaborate with supervisors or managers on resolution.
• Assist with engagement planning, budgeting, and timeline management.
• Provide guidance and mentorship to junior associates on engagements.
• Stay current on accounting and auditing standards relevant to client industries.

Senior Audit Accountant

Human Resources

• Strategic HR Partnership: Serve as the primary HRBP for portfolio companies across the region, working closely with business leaders to provide strategic guidance on all HR matters, including organizational design, employee relations, and performance management.
• Talent Management & Development: Partner with HQ to help design talent acquisition efforts, succession planning, and employee development strategies in alignment with the needs of the supported firms. Ensure that the company attracts, develops, and retains top talent in alignment with the business's objectives.
• Employee Relations: Provide expert guidance on employee relations issues, fostering a positive and productive work environment while ensuring compliance with local, state, and federal employment laws.
• Performance & Culture: Lead as the direct contact for performance management needs aligned with HQ that support both individual and organizational growth. Partner with leadership to drive a culture of continuous improvement, collaboration, and high performance.
• Change Management: Lead and support organizational change initiatives, helping to drive cultural transformation initiatives in a fast-paced, private equity-backed environment.
• Compensation & Benefits: Advise leadership on compensation strategies, ensuring alignment with business objectives and market competitiveness. Support the administration of benefits programs and work to maintain high levels of employee satisfaction.
• Compliance & Risk Management: Ensure compliance with all labor laws, regulations, and company policies across the region.
• Data-Driven Decision Making: Utilize HR metrics and analytics to provide insights on trends, workforce planning, and performance. Make data-driven recommendations to drive improvements in business performance.
• Employee Engagement & Wellbeing: Champion initiatives to drive employee engagement and promote a positive organizational culture across the region. Implement wellbeing programs and ensure employees are supported throughout their careers.

Regional Human Resources Business Partner, Southeast

• Responsible for a wide range of assignments, including tax planning, consulting and projections
• The preparation of complex individual and business income tax returns
• Review of individual and business returns of varying complexities
• Training and mentoring of staff
• Client service and practice development

Tax Manager – International/Foreign

Learning and Development

• Design and build role-based learning pathways (Associate → Partner)
• Translate accounting expertise into structured learning programs and resources
• Partner with Subject Matter Experts across Tax, Audit, CAS, Advisory, and Operations
• Build applied learning materials including playbooks, case studies, and simulations
• Integrate learning with performance management and career progression
• Support onboarding and learning integration for newly acquired firms
• Leverage LMS (LCvista) and enterprise learning platforms to drive adoption and accountability

Manager, Learning & Development

Director

• Lead complex valuation and advisory engagements
• Own client relationships end-to-end
• Advise entrepreneurs, board of directors, HNW executives, PE sponsors, and advisors (Attorneys, Tax and Audit)

Director – Valuations

IT Support

• Lead and manage audit engagements from planning through completion
• Supervise, mentor, and review work of audit staff and seniors
• Serve as primary client contact and manage audit relationships
• Review workpapers and financial statements for accuracy and compliance
• Identify and resolve accounting and audit issues; ensure regulatory compliance
• Contribute to audit process improvements and business development efforts

Audit Manager

Financial Planning and Analysis

• Transition your existing book of business to a more efficient, higher-payout platform
• Maintain full ownership and control of client relationships
• Deliver comprehensive wealth management advice aligned to your clients’ needs
• Collaborate with other senior advisors and firm leadership
• Participate in firm growth initiatives, mentorship, and leadership opportunities (optional, not required)

Financial Advisor

Administrative Assistant

• Custodial platform management (Schwab Advisor Center specifically)
• Compliance coordination with external consultants (ADV filings, annual reviews, regulatory correspondence)
• Client service operations (onboarding, account maintenance, service requests)
• Technology stack administration (CRM, portfolio management system, document management)
• Process documentation and SOP creation
• Internal workflow and project tracking across Cross Financial and Crete partner firms

Financial Office Administrative Assistant

• Perform full cycle accounting including cash management, accounts payable, accounts receivable, general ledger detail, and monthly closing of books and bank reconciliations.
• Prepare monthly financial statements, quarterly fund performance reports, and annual client and investor reports.
• Analyze cash activity and calculate investor capital calls and distributions as needed.
• Compile materials and responses to client and investor inquiries and requests.
• Collaborate with accounting management to create efficiencies and streamline the workflow related to payables and receivables.
• Process payroll and payroll withholding tax filings.
• Prepare informational filings such as Forms 1099, W-2, etc.
• Onboard new clients.
• Annual tax return preparation.
• Maintain highest levels of confidentiality working with client data.

• 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

• 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.