Crete Professionals Alliance

Administrative Assistant

• Oversee the daily operations of the office, ensuring a clean, safe, and efficient work environment
• Manage office and kitchen supplies and inventory, and coordinate maintenance or repair services as needed
• Organize and maintain office schedules, meetings, and events; make reservations, coordinate meetings, lunches, and travel
• Open and distribute mail to the correct recipients
• Assist with filing and update of employee records; update employee records, run reports, and assist the Human Capital Team
• Backup for HR Inbox inquiries
• Assist Sr. Director, Recruiting with internal resume review, schedule interviews, and ensure a positive candidate experience
• Procure new hire swag and coordinate with IT when sending equipment
• Assist with the onboarding process for new HQ employees, including distributing parking passes and key fobs
• Report to VP, Human Capital and coordinate across teams and departments

Office Manager / HR Administrator

Accounting Manager

• Assist the tax team in preparing individual and business tax returns by gathering financial data, organizing documents, and ensuring compliance with tax regulations
• Learn bookkeeping basics including data entry, reconciliations, and how financial data integrates into tax preparation
• Communicate with clients to collect necessary tax documents, clarify financial information, and provide updates on tax preparation progress
• Organize and maintain tax records, ensuring accuracy and compliance with company policies and tax regulations
• Participate in training sessions, shadow tax professionals, and apply accounting and tax knowledge to real-world scenarios
• Support compliance and documentation for tax filings and internal processes
• Work up to 20 hours/week from the first week of January 2026 through May 1, assisting the regional tax team

Accounting Intern

Bookkeeper

• Process payroll for clients of the firm, ensuring accurate and timely payment of wages and salaries
• Review timekeeping records and work with clients on adjustments as needed
• Ensure compliance with federal, state, and local payroll laws and regulations
• Prepare and file necessary payroll-related tax documents and reports
• Maintain and update payroll systems and records; troubleshoot and resolve payroll issues and discrepancies
• Collaborate with other departments to optimize payroll systems and assist with development and implementation of payroll procedures
• Prepare and analyze payroll reports, conduct regular payroll audits, and reconcile payroll accounts
• Report to Payroll Manager; work in-office Monday through Friday

Payroll Specialist

Business Development Rep

• Support the end-to-end M&A process, including target sourcing, transaction structuring, due diligence, transaction execution, and hand-off to our core operational team
• Develop and maintain a robust pipeline of potential acquisition targets aligned with our business strategy
• Evaluate potential deals, conduct financial analysis, and prepare comprehensive business cases
• Work closely with legal, financial, compliance, insurance, and benefits advisors to drive efficient deal processes
• Collaborate with cross-functional teams to ensure successful post-acquisition integration
• Foster relationships with potential acquisition targets and industry contacts
• Conduct thorough due diligence, assessing financials, legal, operational, and cultural aspects of target companies
• Work closely with the VP of M&A to align M&A efforts with the company's strategic goals
• Encourage a culture of innovation within the operations function, exploring new technologies, processes, and methodologies to drive efficiency and competitive advantage
• Travel to meet prospects and visit back office headquarters in Tampa, FL as needed

Director of Business Development

• Hands-on responsibilities across day-to-day accounting, financial reporting, reconciliations, tax preparation, and special projects
• Prepare and review financial statements, reconciliations, and adjusting entries
• Prepare individual, partnership, corporate, trust, and multi-state tax returns
• Collaborate with supervisors and managers to ensure timely, high-quality deliverables
• Contribute to process improvements and assist with special projects
• Work independently and collaboratively within a team operating on US East Coast hours aligned with EST

Staff Tax and Accounting Associate

Client Partner

• Manage client relationships and ensure delivery of accounting and advisory services
• Understand client needs, coordinate internal teams, and develop strategies to enhance client satisfaction
• Act as trusted advisor providing insights and solutions aligned with client objectives
• Ensure compliance with accounting standards, regulatory requirements, and internal policies
• Oversee quality and accuracy of work and conduct regular audits and reviews of client accounts
• Serve as primary point of contact; conduct regular meetings and check-ins with clients
• Manage client accounts; coordinate with accounting, audit, and tax teams to meet expectations
• Monitor account performance and develop strategies for account growth and retention
• Collaborate with service delivery teams to design and implement client solutions; ensure timely delivery
• Identify opportunities for additional services; prepare proposals and participate in contract negotiations
• Prepare regular reports on account status and analyze client data to provide insights and recommendations

Client Manager

• Prepare individual and business (entity) tax returns for clients
• Maintain accurate financial records and perform bookkeeping for clients
• Perform monthly and quarterly client book closings in QuickBooks Online and QuickBooks Desktop
• Integrate financial data and tax information across multiple software systems (CCH Access, Lacerte, QuickBooks)
• Support clients across a variety of industries and business structures with ongoing accounting needs
• Communicate complex tax issues clearly to clients in a client-facing role
• Collaborate as part of a US East Coast-based team, aligning typical working hours with EST
• Work extended hours during tax season (January 15–April 15), including Saturdays and several longer days per week

Bookkeeper, Tax

• Manage client accounts and update client records
• Perform detailed bookkeeping tasks and ensure accuracy of financial records
• Ensure compliance with accounting standards, regulatory requirements, and internal policies
• Record day-to-day financial transactions and complete posting processes
• Reconcile bank and credit card statements
• Process accounts payable and receivable
• Prepare and deliver monthly, quarterly, and annual financial statements for clients
• Assist clients with inquiries related to their accounts and transactions and serve as main point of contact
• Build and maintain strong client relationships through effective communication and problem-solving
• Identify opportunities for process improvements and collaborate with team members to refine procedures
• Report to Senior Client Manager and collaborate within Accounting Services team
• Maintain client confidentiality

Client Accounting Specialist

• Prepare and review individual, partnership, trust, and corporate tax returns
• Provide tax planning and consulting services to small-to-medium-sized businesses and high-end clientele
• Lead, manage, and develop a team of tax preparers and other tax staff
• Manage, train, mentor, and support lower-level tax staff
• Maintain tax prep priorities, deliverables, and deadlines
• Perform workpaper write-ups, obtain and save client documents, journal entries, and bookkeeping as needed
• Work efficiently under pressure, flexible shifts, and meet tight deadlines
• Work independently or as part of a team and adapt to different processes and methods

Senior Tax Manager

• Provide tax and consulting services such as preparing federal and state tax returns
• Research relevant tax issues and communicate their impact on clients’ businesses
• Prepare year-end tax projections
• Develop and deliver tax planning strategies
• Learn to develop and deliver tax planning strategies
• Collaborate with US East Coast-based team; align working hours with EST to facilitate effective collaboration
• Manage multiple client engagements, meet deadlines, and work both independently and on a team

Tax Manager

• Prepare individual, partnership, trust, and corporate tax returns and provide tax planning and consulting services to high-end and medium-sized businesses and high net worth clientele
• Maintain tax prep priorities, deliverables, and deadlines
• Work with efficiency and at times under pressure; meet tight deadlines and work flexible shifts
• Work independently or as part of a team and train on/adapt to different processes and methods
• Perform workpaper write-ups, obtain and save client documents, prepare journal entries, and occasional bookkeeping
• Engage professionally with clients and support client advisory needs

Tax Preparer

• Provide administrative support to the firm as required by management and partners
• Process tax returns with heavy due dates in Mar/Apr and Sept/Oct, ensuring continuous processing throughout the year
• Answer incoming phone calls, assist in making and maintaining appointments, and respond to internal and external emails
• Retain documents through scanning, copying, and utilizing internal document retention resources
• Generate invoices in accordance with the Firm's billing policies
• Demonstrate competency in technical skills, work quality, and application of professional and firm standards
• Communicate effectively with management and peers
• Work in-person at Woodbury, NY and align with US East Coast (EST) working hours

Administrator / Tax Processor

Auditor

• · Obtaining a thorough understating of the audit client’s business.
• · Participating and assisting in all stages of audit engagements.
• · Performing various audit procedures as directed by senior audit staff.
• · We also offer the opportunity to work on tax returns.

Staff Auditor

• Review complex federal, state, and local tax returns prepared by tax staff for accuracy, completeness, and compliance with applicable tax laws and regulations
• Provide technical guidance
• Identify tax-saving opportunities and ensure clients take full advantage of all eligible deductions and credits
• Collaborate with engagement teams to ensure timely and efficient completion of tax engagements
• Research and analyze complex tax issues, including new tax laws and their implications
• Assist in managing client expectations, engagement timelines, and deliverables
• Ensure all work is completed in accordance with firm policies, procedures, and professional standards
• Maintain current knowledge of industry trends and regulatory changes affecting clients and the profession
• Participate in process improvement initiatives related to tax review procedures and workflow
• Maintain tax prep priorities, deliverables, and deadlines
• Work independently or as part of a team

Tax Reviewer

Accountant

• Perform audit engagements from beginning to end, and review engagement workpapers prepared by staff accountants
• Perform tests of the accounting records and other auditing procedures as necessary
• Perform detailed examinations of all transactions to identify potential errors, irregularities, and illegal acts, including fraud
• Review HOA accounting records to ensure accuracy and completeness
• Perform analysis and reconciliation of general ledger accounts
• Prepare and review financial reports in compliance with industry standards and GAAP
• Prepare and assist with audit schedules for financial audits, providing necessary documentation for review and analysis
• Collaborate with HOA property managers and clients to resolve accounting discrepancies and provide timely, clear financial reporting
• Stay current on HOA accounting regulations, industry trends, and updates to accounting standards

Senior Accountant

Marketing

• Develop and own a comprehensive, year-round marketing calendar that integrates industry events, recruitment activities, service launches, and content publishing.
• Partner with senior leadership to present, align, and gain approvals on marketing strategies, campaigns, and content for all initiatives.
• Align all marketing activities with firm priorities, client needs, and growth objectives.
• Continually refine and improve internal marketing processes to enhance team efficiency, effectiveness, and ability to meet targets.
• Oversee creation and publication of high-quality content, including blogs, white papers, case studies, and website updates.
• Manage and grow the firm’s LinkedIn presence through content planning, community management, and performance tracking.
• Ensure the website reflects up-to-date services, events, and thought leadership content.
• Plan and coordinate firm participation in industry and recruitment events.
• Oversee campaigns to promote events, services, and thought leadership across channels.
• Manage relationships with vendors/agencies for paid search, creative content, website development, and print materials.
• Monitor budgets and ensure projects are delivered on time and within scope.
• Provide monthly reports to key stakeholders on all marketing initiatives, including engagement, lead generation, and LinkedIn growth.
• Analyze campaign performance to optimize future initiatives.
• Manage and mentor a junior marketing team member to support day-to-day coordination and execution of marketing initiatives.

Senior Marketing Manager

• Prepare and review complex federal and state tax returns for healthcare-related businesses and individuals
• Provide strategic tax planning and compliance consulting to healthcare clients
• Oversee and manage tax engagements from start to finish
• Lead, coach, and mentor junior staff and managers
• Stay up to date on industry trends, healthcare regulations, and tax law changes
• Identify opportunities to add value and improve efficiency for healthcare clients
• Communicate directly with clients, resolving questions and ensuring satisfaction
• Help grow and shape the healthcare practice and support client-facing business development

Director of Tax – Healthcare Practice

• Gain hands-on experience in tax preparation, accounting, and bookkeeping while supporting the tax team
• Assist in preparing individual and business tax returns by gathering financial data, organizing documents, and ensuring compliance with tax regulations
• Learn bookkeeping basics including data entry, reconciliations, and financial data integration into tax preparation
• Communicate with clients to collect necessary tax documents, clarify financial information, and provide updates on tax preparation progress
• Organize and maintain tax records to ensure accuracy and compliance with company policies and tax regulations
• Participate in training sessions, shadow tax professionals, and apply accounting and tax knowledge to real-world scenarios to develop practical skills
• Work up to 20 hours/week in a part-time hourly internship (January–May term)

• Perform full-cycle bookkeeping for multiple clients, ensuring accuracy and timeliness.
• Prepare and file sales tax returns in compliance with state and local regulations.
• Manage and prepare Form 1099s and related reporting requirements.
• Reconcile bank accounts, credit card accounts, and general ledger accounts.
• Maintain accurate financial records and supporting documentation.
• Assist with payroll processing and related compliance reporting as needed.
• Generate financial statements and management reports for clients.
• Collaborate with tax and audit teams to ensure accurate year-end reporting.
• Communicate with clients to gather information, resolve discrepancies, and provide ongoing support.

• Founded in 2023, Crete Professionals Alliance (Crete PA) delivers big four firepower to local American firms. Our rapid growth has made us a magnet for leading firms nationwide, eager to join our revolution in accounting. We empower small to mid-market firms with PE-backed capital, strategic technology partnerships, and innovative workforce solutions—including national recruiting and offshore support—while preserving a personal, local touch.
• Our network firm is hiring! A growing full service CPA firm, with offices in New York City, New Jersey, Long Island and Maryland, is seeking an entry level Staff. Auditor for their office located in Ocean, NJ.
• Job Responsibilities: Prepare individual, corporate (S corp and C corp), partnership tax returns
• Review General Ledger and reports to assist in preparation of tax projections
• 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

Tax Senior/Manager

Manager

• Resource Allocation & Scheduling: Develop and manage the master staffing schedule for audit professionals across multiple engagements.
• Resource Allocation & Scheduling: Match staff skillsets, credentials, and availability to project needs in partnership with audit leadership.
• Resource Allocation & Scheduling: Monitor upcoming and active engagements, proactively adjusting assignments for new work, extensions, or changes in scope.
• Resource Allocation & Scheduling: Maintain real-time visibility of staffing capacity using firm-approved scheduling tools.
• Capacity Planning & Workload Management: Forecast resource needs based on engagement pipeline, seasonal demand, and hiring plans.
• Capacity Planning & Workload Management: Monitor workload distribution to ensure equitable utilization and prevent burnout or underutilization.
• Capacity Planning & Workload Management: Recommend staffing solutions during peak workloads, including overtime, contractors, or alternative delivery approaches.
• Conflict Resolution: Identify and resolve scheduling conflicts promptly and professionally.
• Conflict Resolution: Balance staff preferences with client requirements and firm priorities.
• Reporting & Analysis: Produce regular reports on utilization, forecasted capacity, and workload balance.
• Reporting & Analysis: Provide insights and recommendations to leadership using data visualizations and KPIs such as chargeability, realization, and project cycle times.
• Collaboration with HR & Talent Development: Partner with HR to align onboarding, offboarding, and career development with staffing needs.
• Collaboration with HR & Talent Development: Track certifications, training, and technical competencies to improve skill-based scheduling.
• Collaboration with HR & Talent Development: Contribute to performance reviews by providing insights on workload diversity and team contributions.
• Collaboration with HR & Talent Development: Oversee and assist with licensing functions by coordinating applications, renewals, and compliance tracking to ensure projects and staff remain in good standing with regulatory requirements.
• Process Improvement: Identify and implement process enhancements, automation opportunities, and best practices in resource management.
• Process Improvement: Provide training and support for engagement managers on scheduling protocols and tools.

Office Manager / HR Administrator

Accounting Intern

Payroll Specialist

Director of Business Development

Staff Tax and Accounting Associate

Client Manager

Bookkeeper, Tax

Client Accounting Specialist

Senior Tax Manager

Tax Manager

Tax Preparer

Administrator / Tax Processor

Staff Auditor

Tax Reviewer

Senior Accountant

Senior Marketing Manager

Director of Tax – Healthcare Practice

Accounting Intern

Bookkeeper

Tax Senior/Manager

Project Resource Manager