Crete Professionals Alliance

Technical Tax Partner

Crete Professionals Alliance

full-time

Posted on:

Location Type: Hybrid

Location: Woodbury • New York • 🇺🇸 United States

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Salary

💰 $300,000 per year

Job Level

SeniorLead

About the role

  • Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures.
  • Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing.
  • Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups.
  • Lead tax planning for UHNW individuals and families, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies.
  • Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections.
  • Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements.
  • Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities.
  • Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management.
  • Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters.
  • Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues.
  • Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives.
  • Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts.
  • Collaborate with audit, accounting, and legal teams to support client growth across practice areas.
  • Lead and expand the firm’s international tax and financial services tax practices.
  • Develop innovative tax strategies and service offerings in response to legislative and regulatory changes.
  • Mentor and train senior tax professionals, fostering technical excellence and professional development.
  • Contribute to firm thought leadership through internal training, client presentations, and technical publications.

Requirements

  • CPA required; JD and/or LL.M. in Taxation a plus.
  • Extensive experience (typically 15+ years) in international, federal, and state/local taxation within public accounting firms and/or law firms.
  • Demonstrated expertise in complex international tax planning, partnership taxation, fund structures, and UHNW individual taxation.
  • Proven ability to manage and grow a significant book of business and support firm-wide revenue growth.
  • Strong leadership, client-facing, and communication skills with the ability to explain highly technical concepts to sophisticated clients.
  • Recognized technical authority with experience leading international tax or financial services practices.
  • Entrepreneurial mindset with a track record of developing innovative tax solutions.
  • Ability to navigate highly complex, ambiguous, and evolving tax issues across multiple jurisdictions.
Benefits
  • 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

Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard skills
international tax planningpartnership taxationfund structurescross-border reorganizationsmergers and acquisitionstax compliancetransactional tax accountingtax-efficient structureswealth transfer strategiescryptocurrency investments
Soft skills
leadershipclient-facing skillscommunication skillsmentoringentrepreneurial mindsettechnical excellenceproblem-solvingcollaborationbusiness developmentstrategic thinking
Certifications
CPAJDLL.M. in Taxation