Crete Professionals Alliance

Client Services Representative

• Serve as the senior relationship lead for a curated portfolio of premier clients
• Deliver a concierge-level, white-glove experience
• Translate complex accounting and tax concepts into clear, confident communication
• Anticipate needs by deeply understanding each client’s business and financial landscape
• Coordinate seamlessly with internal teams to ensure consistent, high-quality execution
• Oversee onboarding and elevate the client journey from day one
• Protect the client experience with urgency, discretion, and professionalism
• Partner with leadership to continuously refine and elevate service delivery

Client Service Manager

Manager

• Oversee day-to-day accounting operations and month-end close for assigned client portfolios
• Review financial statements, reconciliations, and supporting schedules for accuracy and compliance
• Manage, coach, and evaluate Senior Accountants and Accounting Associates
• Serve as primary client contact for ongoing accounting needs and issue resolution
• Manage workflows, deadlines, and resource allocation across client engagements
• Support process improvements and implementation of accounting best practices

CAS Manager

• Prepare and review financial statements, SEC filings, and related reporting deliverables for both public and private company clients
• Prepare and review monthly, quarterly, and annual financial reporting packages, including management reports, board presentations, investor materials, and other client deliverables
• Coordinate annual audits, quarterly reviews, and other engagements with external audit firms and third-party advisors
• Review tie-outs, supporting schedules, and reporting packages to ensure completeness, accuracy, and consistency across financial and regulatory reporting deliverables
• Coordinate the receipt of deliverables and reporting inputs across multiple functions, including client personnel, finance and accounting teams, legal counsel, HR, investor relations, and other stakeholders
• Prepare and review financial statement disclosures and assist with U.S. GAAP disclosure requirements for both public and private entities
• Perform technical accounting and disclosure research and consult with clients, management, and external auditors regarding new accounting standards, reporting requirements, and non-routine transactions
• Assist private company clients with month-end and year-end close processes, financial statement preparation, account reconciliations, and general accounting support as needed
• Lead the coordination, compilation, and standardization of internal and external reporting materials in collaboration with clients and cross-functional teams
• Evaluate and enhance reporting and accounting processes, identifying opportunities for automation, efficiency gains, standardization, and process improvements
• Maintain a strong internal control environment and support compliance with applicable accounting, regulatory, and reporting requirements
• Serve as a trusted advisor to clients by proactively identifying risks, providing insights, and recommending practical accounting and reporting solutions
• Supervise, mentor, and develop staff at all levels, providing ongoing coaching, training, and constructive feedback to support career growth and team performance

Advisory Manager

Bookkeeper

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness.
• Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up.
• Build and maintain strong client relationships through professionalism, organization, and consultative support.
• Participate in quarterly client conversations focused on operational and financial discussions.
• Manage at minimum 10 full-service bookkeeping client relationships.
• Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance.
• Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts.
• Prepare and finalize monthly financial reporting packages and supporting documentation.
• Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions.
• Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports.
• Assist with onboarding new clients, including QuickBooks Online setup, chart of accounts implementation, account linking and integrations, initial bookkeeping cleanup and reconciliations.
• Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines.
• Attend team meetings, training sessions, and monthly webinars.
• Collaborate closely with leadership and advisors to ensure seamless client support and service delivery.
• Escalate workflow concerns or capacity challenges proactively to leadership.

Bookkeeping Division Specialist

• Serve as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment.
• Develop and maintain tax policies and procedures in collaboration with tax partners.
• Manage the Form 8879 signature process ensuring compliance with firm policies.
• Oversee resource management activities including onboarding and assessing skill sets.
• Collaborate with the attest team to coordinate staffing resources across functions.
• Partner with tax team on CCH training initiatives and staff development.
• Establish and maintain the tax software system including engagement letter setup.
• Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting.
• Drive due date management and deadline closure across regions.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Track utilization metrics and performance indicators; prepare reports for strategic decision-making.
• Identify and mitigate risks related to staffing shortages and process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals.
• Evaluate and improve operational and resource management processes to increase efficiency.

Tax Resource Manager

• Lead and review complex tax engagements including:
• - 1120S
• - 1065
• - 1040
• - Multi-entity and high-net-worth returns
• Serve as a strategic advisor to veterinary practice owners regarding:
• - Tax planning strategies
• - Entity structuring
• - Cash flow and profitability considerations
• - Long-term business and financial planning
• Build and maintain strong, long-term client relationships through proactive communication and consultative service.
• Review tax returns, workpapers, and planning strategies to ensure technical accuracy and high-quality deliverables.
• Mentor, coach, and develop junior staff and managers while helping elevate technical capabilities and client service standards across the firm.
• Manage multiple client engagements and project workflows while maintaining exceptional responsiveness and service quality.
• Collaborate cross-functionally with firm leadership on operational improvements, strategic initiatives, and continued organizational growth.
• Stay current on evolving tax regulations, industry trends, and best practices relevant to veterinary practice clients.

Senior Tax Manager

• Manage and review complex individual, partnership, S‑corporation, C‑corporation, trust, and estate tax returns
• Research and resolve advanced tax issues, providing practical and strategic guidance to clients
• Serve as a technical resource to partners, managers, and staff on tax compliance and planning matters
• Ensure tax engagements comply with federal, state, and local regulations
• Act as a trusted advisor to key clients, maintaining strong long‑term relationships
• Lead tax planning initiatives, including multi‑year strategies, entity structuring, and transactional planning
• Communicate proactively with clients regarding deadlines, issues, and opportunities
• Participate in client meetings and presentations alongside partners
• Lead, mentor, and develop tax managers, seniors, and staff
• Review work for quality, accuracy, and efficiency while providing constructive feedback
• Assist with staffing, workload management, and workflow optimization, especially during busy season
• Foster a collaborative, high‑performance team culture
• Contribute to firm initiatives related to growth, efficiency, technology, and service offerings
• Assist with practice management, including process improvements and best practices
• Support recruiting, interviewing, and onboarding of tax professionals
• Participate in business development activities, including networking, referrals, and proposal support
• Identify opportunities for cross‑selling and expanding client services
• Begin building a personal book of business in alignment with firm goals
• Demonstrate leadership, judgment, and ownership consistent with future partner expectations

Tax Director

Accounting Manager

• Prepare and review federal, state, and local tax returns for corporations, individuals, nonprofits, trusts, and estates
• Support tax planning, credits, incentives, and limited international tax matters
• Assist with tax controversy matters, including IRS and state audits
• Perform audits for private companies and nonprofit organizations
• Assist with financial statement reviews, compilations, and agreed-upon procedures
• Support forecasts, projections, and internal control reviews
• Assist with employee benefit plan and trust account audits
• Serve as a client contact and support junior staff as needed

Senior Accountant, Tax, Audit & Accounting

• Prepare and review federal, state, and local tax returns for individuals, corporations, partnerships, and trusts.
• Ensure compliance with all applicable tax laws and regulations.
• Conduct tax research and provide technical support to the team on complex tax issues.
• Identify tax-saving opportunities and strategies for clients.
• Stay abreast of changes in tax laws and regulations pertaining to taxation and ensure that tax compliance processes are updated accordingly.
• Serve as the primary point of contact for clients regarding tax matters, addressing inquiries, providing guidance, and fostering strong client relationships.
• Mentor and supervise staff members involved in tax return preparation, providing training, guidance, and support as needed.
• Conduct thorough reviews of tax returns prepared by team members to ensure accuracy, completeness, and compliance with internal policies and external regulations.
• Review of prepared financial statements for accuracy and completeness.
• Identify and mitigate potential risks related to tax compliance, implementing effective controls and procedures to safeguard against errors or omissions.
• Assist in the preparation of tax provisions and financial statement disclosures for clients.
• Participate in IRS and state tax audits, providing support and representation as needed.

Manager, Tax, Audit & Accounting

• Build and maintain capacity models across service lines and teams
• Identify utilization trends and support adjustments to balance workloads
• Support workforce planning decisions, including hiring, outsourcing, and resource redistribution
• Help improve how we forecast demand and align staffing with business needs
• Coordinate staffing across projects to align skills, timelines, and priorities
• Partner with team and project leaders to manage cross-functional resource needs
• Improve scheduling and job assignment processes to increase efficiency and throughput
• Support implementation of tools and systems that streamline resource planning
• Partner with Finance and project leaders on budgeting and resource planning
• Monitor key performance indicators such as utilization, realization, and project profitability
• Identify opportunities to improve margins, efficiency, and delivery outcomes
• Help ensure projects are delivered on time and within budget
• Develop and maintain dashboards and reporting for:
• Capacity and utilization
• Forecast vs. actual workload
• Project performance
• Translate data into actionable insights for leadership
• Support development of a reliable, centralized source of operational data
• Identify opportunities to improve workflows and reduce manual effort
• Support implementation of tools for scheduling, planning, and reporting
• Help scale processes to support firm growth
• Partner with Operations, Finance, HR, and service line leaders
• Help resolve resource constraints with practical, data-informed solutions
• Support and mentor team members involved in scheduling and coordination

Workforce Strategy & Resources Manager

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

IT Support

• Lead day-to-day operations of attest engagements (audits, reviews, compilations, and agreed-upon procedures).
• Supervise and mentor junior and senior associates during fieldwork and throughout the engagement cycle.
• Review workpapers and draft financial statements to ensure compliance with professional standards (GAAS, SSARS, and other relevant frameworks).
• Identify and resolve accounting and audit issues with guidance from managers or partners as needed.
• Serve as a primary point of contact for clients during engagements to coordinate requests and deliverables.
• Assist with engagement planning and scheduling, ensuring adherence to budgets and deadlines.
• Participate in staff training, development, and performance evaluations.

Audit Manager

• Prepare individual, corporate, and partnership tax returns, including OVDP and Streamlined compliance filings.
• Review client data, prepare journal entries, and perform reconciliations.
• Develop and maintain strong client relationships, serving as a trusted point of contact.
• Collaborate effectively with colleagues and contribute to a team-oriented environment.

Senior Tax Associate – International Tax

Security Engineer

• Own the enterprise information security, compliance & business continuity program across Crete (corporate) and all member firms.
• Build standardized, scalable security controls, governance, and operations across multiple independent control environments.
• Define the multi-year security strategy and roadmap across Crete and member firms in a federated model.
• Establish and maintain the security policy framework, standards, and minimum control baseline across all firms.
• Build security operating rhythms and executive reporting: KPIs, risk posture, incident trends, audit/compliance status, and program progress for Crete leadership and firm leaders.
• Partner with IT, data, and engineering leadership to embed security into operations, architecture decisions, and change management across the portfolio.
• Lead security diligence for M&A: current-state control assessments, key risk identification, remediation estimates.
• Drive security integration of new firms (people/process/technology) across separate environments.
• Provide security architecture oversight for cloud and hybrid environments with emphasis on Azure, Intune, and Microsoft Defender.
• Oversee day-to-day security operations: vulnerability management, patch/risk prioritization, endpoint and email security, tooling lifecycle, and event triage.
• Manage third-party MDR/SOC providers and drive continuous improvement of monitoring outcomes.
• Own the incident response program end-to-end: runbooks, tabletop exercises, ransomware preparedness.
• Implement consistent risk management across firms – periodic assessments, control testing, remediation tracking.
• Support member firms with client-driven security and compliance requirements (NIST CSF, CIS, SOC 2 Type II).
• Lead security awareness and training programs tailored to professional services workflows.
• Lead, coach, and develop the cybersecurity team.

Director of Security

Human Resources

• Human Capital guidance from HQ on strategic initiatives
• Strategic people initiatives
• Employee relations support
• HR Metrics reviews
• Workforce planning & budgeting