Crete Professionals Alliance

Accounting Manager

• Manages the parent Crete PA Holdco entity monthly including the master bank account reconciliation with sweep/ZBA functionality, fixed asset and prepaid accounting, and P&L review.
• Owns and improves corporate expense allocations, including allocation methodology, supporting schedules, and monthly true-ups.
• Manages cash activity in a cash sweep / ZBA environment across a large number of subsidiaries, including intercompany funding and reconciliations as needed.
• Assists with Payroll GL entries from UKG system.
• Performs payroll cost analysis, reporting, and variance explanations to support close and business partners.
• Manages the insurance expense allocation process monthly.
• Assists the Director of Technical Accounting with the monthly debt and interest entries.
• Manages the consolidated deferred seller note schedule and responsible for monthly interest entries.
• Manages the consolidated earnout schedule and responsible for monthly interest entries.
• Assists in managing the monthly consolidation workbook and assists the Director of Technical accounting with intercompany eliminations.
• Assists in managing the monthly firm level and consolidated cash flow model.
• Prepare and review certain recurring and non-recurring monthly journal entries.
• Identify areas for streamlining and implementing best practices for fast-paced growth.
• Assist with ad hoc projects as requested by the accounting team. Examples could be assisting with opening balance sheet requests, technical accounting projects, firm level labor analyses, special report/model building, gross profit analyses, etc.

Corporate Accounting Manager

• Lead and manage client accounting engagements
• Prepare and deliver monthly, quarterly, and year-end financial reports
• Oversee AP/AR, budgeting, and financial analysis
• Prepare grant invoices and reports; assist with grant lifecycle tracking
• Serve as a primary client contact and respond to inquiries
• Manage workflows, review deliverables, and support junior staff
• Assist with annual audits and liaise with auditors
• Leverage cloud-based accounting systems to produce client deliverables

Accounting Manager – Non-Profit

• Prepare and review federal and multistate business tax returns (1120, 1120S, 1065)
• Create detailed quarterly and year-end tax projections, including book-to-tax adjustments and apportionment schedules
• Prepare individual returns and shareholder/partner projections based on entity results
• Analyze client-provided financials and documents, identify outstanding items, and communicate directly with clients
• Serve as a trusted advisor, regularly engaging with clients on tax planning, compliance, and strategic issues
• Lead and mentor junior staff, supporting their development

Senior Tax

Human Resources

• Day-to-day HR operations inside the firm
• Local people insights - leadership insights, flight risks, high-potential employees
• Basic ER issue identification (behavioral & performance), resolution, coordination with HRBP, manager coaching & support, termination support
• Day-to-day support and accountability for performance management
• Accountability for headcount reporting
• Local onsite POC for employee questions (re: payroll, benefits, etc)
• Onboarding/offboarding
• Timesheets
• Coordination of interviews
• Responsibility for office management function

Human Resources Manager

• Oversee and manage tax production processes including e-filing, return assembly, extensions, and information returns across local offices and national pools.
• Supervise electronic filing (including Forms 1042, 1099, and 8027), monitor portals, and resolve rejections and schema validation errors.
• Manage SafeSend delivery, SurePrep binder creation and verification, and CCH Workflow (XCM) task management and reporting.
• Drive due date management and deadline closure across regions while providing national backup support as needed.
• Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms.
• Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning.
• Forecast future resource needs based on production cycles, project pipelines, and organizational goals.
• Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives.
• Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making.
• Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies.
• Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions.
• Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities.
• Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities.
• Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness.
• Ensure adherence to departmental policies, procedures, and best practices across all offices.
• Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives.

Tax Operations Resource Manager

Business Development Rep

• Source, prospect, and close new business through every available channel: cold calling, email sequences, LinkedIn outreach, direct mail, referral cultivation, and in-person networking
• Own the full sales cycle from initial outreach through signed engagement, including discovery, proposal, negotiation, and close
• Build and maintain a target account list aligned to priority industries (cannabis, construction, healthcare, SaaS, ecommerce, and emerging verticals)
• Represent Northstar at industry conferences, trade shows, and networking events and convert conversations into a qualified pipeline
• Develop referral partnerships with attorneys, consultants, bankers, and other professionals serving our target market
• Leverage CRM tools (HubSpot, Salesforce, or similar) to manage pipeline, automate follow-ups, and track conversion metrics
• Design and execute multi-touch outbound campaigns combining email sequences, LinkedIn engagement, phone outreach, and direct mail
• Use LinkedIn Sales Navigator, ZoomInfo, Apollo, or comparable platforms to identify and engage decision-makers; continuously improve effectiveness through A/B testing and data-driven iteration
• Partner with the marketing team to align outbound efforts with campaigns, messaging, and brand positioning; provide field intelligence to sharpen targeting and content strategy
• Identify, coordinate, manage, and liaise with external marketing vendors to drive inbound lead generation and amplify the firm’s market presence
• Coordinate on event strategy, follow-up workflows, and sales enablement materials
• Maintain a clean, accurate pipeline with regular reporting on activity metrics, pipeline health, forecasting, and conversion rates

Director of Business Development

• Lead and manage the review of federal and state tax filings for partnerships (Form 1065), S corporations (Form 1120S), high-net-worth individuals (Form 1040), fiduciary trusts (Form 1041), and estate tax returns (Form 706), including multi-state and composite filings.
• Oversee the conversion of client trial balances into tax workpapers, ensuring proper treatment of timing differences and Schedule M adjustments.
• Conduct and supervise in-depth tax research and analysis on complex issues related to federal, state, and local income taxes, sales/use tax, and international reporting requirements.
• Provide guidance on FBAR (FinCEN 114) compliance, including foreign account analysis and coordination with clients on reporting requirements.
• Collaborate with partners and clients on proactive tax planning strategies, entity structuring, and risk mitigation opportunities.
• Mentor and develop junior and mid-level staff, providing technical training, detailed review feedback, and ongoing performance coaching.
• Support business development by building client relationships, identifying new service opportunities, and contributing to proposal development when needed.
• Monitor changes in tax laws and regulations to ensure client compliance and identify opportunities for planning and savings.
• Ensure deadlines are met with a high level of quality and adherence to firm standards.

Tax Manager

• 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.

Technical Tax Partner

Manager

• Plan, manage, and execute audit engagements, ensuring adherence to professional standards and deadlines.
• Supervise and mentor audit staff, providing guidance, training, and performance feedback.
• Review and evaluate audit work papers, financial statements, and other deliverables to ensure quality, accuracy, and completeness.
• Identify and communicate audit findings and recommendations to clients, ensuring clear understanding and addressing any concerns or questions.
• Maintain strong client relationships and ensure client satisfaction through proactive communication, timely resolution of issues, and effective project management.
• Collaborate with partners and senior management on audit-related matters, providing input on risk management, accounting policies, and industry developments.
• Monitor and ensure compliance with applicable regulatory requirements, professional standards, and internal policies.
• Participate in business development activities, including identifying and pursuing new client opportunities, networking, and attending industry events.
• Stay informed on emerging trends, regulatory changes, and industry best practices in auditing and accounting.

Senior Manager, Audit

• Analyze and review general ledger accounts to ensure accuracy, closings, and journal entries.
• Candidate will work in all phases of tax planning, tax preparation, review, compliance, and research.
• Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate.
• Monitor financial performance against budgets and forecasts and identify areas for improvement.
• Work closely with Partners and Managers and assist team with ad-hoc assignments and special projects.

Senior Tax & Accounting

• Lead and manage all phases of tax planning, tax preparation, review, compliance, and research
• Expertly utilize tax software such as Thomson Reuters UltraTax CS, Microsoft Office, and Intuit QuickBooks
• Demonstrate in-depth knowledge of prevailing tax laws and developments
• Identify areas where tax, regulatory requirements, and industry-specific concerns may impact clients and develop strategic recommendations
• Efficiently prepare various tax returns, including Individual, Fiduciary, Corporate, Partnership, and Multistate
• Proactively manage work effectively within a team environment while fostering strong client relationships
• Coordinate complex accounting projects and initiatives with the accounting team
• Ensure superior attention to detail

Director, Tax and Accounting

Financial Planning and Analysis

• Lead and develop Northstar’s client-facing CFO function across multiple engagements
• Manage, coach, and mentor CFOs and senior finance leaders serving clients
• Own Financial Planning & Analysis (FP&A), including budgeting, forecasting, and variance analysis
• Oversee client health, delivery quality, and escalation management across the portfolio
• Partner with the CEO to ensure client service is scalable, consistent, and excellent
• Build repeatable processes, best practices, and accountability across the client-facing team
• Own cash flow, forecasting, and budgeting
• Develop KPIs and dashboards that drive decisions
• Present to boards, investors, and lenders
• Guide capital strategy and transaction support (M&A, financing, etc.)
• Partner on tax strategy in real time
• Set the standard for client communication, strategic guidance, and financial leadership

Senior Fractional CFO

• Support the design and implementation of a standardized, best-practice cash operations process for deployment across the member firm network
• Conduct current-state assessments of cash operations practices at member firms and identify opportunities for improvement
• Build out comprehensive implementation toolkits including SOPs, templates, training materials, and key performance metrics
• Partner directly with member firm teams to drive adoption and ensure successful rollout
• Track and measure impact on cash conversion cycles and Days Sales Outstanding (DSO) across the network
• Work cross-functionally across the Finance & Accounting function to conduct current-state assessments and gap analyses, identifying opportunities to implement best practices
• Contribute to the development and maintenance of a comprehensive SOP library, working directly with task owners to ensure documentation is accurate, standardized, and complete
• Play an active, hands-on role in the implementation and build-out of new financial systems and tools
• Support end-user adoption across the Finance & Accounting team through training, documentation, and ongoing support
• Identify opportunities to leverage automation and AI-driven solutions to eliminate manual effort and improve data accuracy
• Collaborate with operational teams across the organization to ensure the Finance & Accounting function is aligned with firm-level initiatives and changes
• Partner with firm stakeholders to enhance financial reporting and metrics, delivering timely and actionable insights that support better business decision-making
• Support multiple concurrent transformation workstreams, managing assigned tasks with clear timelines and accountability
• Anticipate roadblocks and take initiative to resolve issues before they escalate
• Prepare project updates and materials for senior leadership

Senior Associate, Finance Transformation

• Manage and review tax compliance for captive insurance companies and related entities
• Provide technical guidance on IRC §831(b) and insurance-specific tax considerations
• Advise clients on captive structuring, including risk distribution and risk shifting principles
• Serve as a primary point of contact for clients, maintaining strong relationships
• Support and lead IRS examinations, audits, and controversy matters related to captives
• Lead multiple engagements, including planning, execution, and delivery
• Review work of staff and seniors; provide mentorship and technical development
• Identify tax planning opportunities and contribute to advisory-focused engagements
• Collaborate with firm leadership to support practice growth and service line expansion