About The Company

Founded in June 2023, Crete Professionals Alliance (Crete PA) aims to drive growth across accounting and professional service firms in the United States. Our initial venture in August 2023 involved acquiring a majority interest in the non-attest assets of a top 300 US-based national firm, positioning us alongside the top 100 US accounting firms based on cumulative revenue. With nearly ten partner firms, multiple deals under LOI, and substantial committed capital, Crete PA is poised to shortly become equivalent to a top 50 firm in terms of aggregate revenue, with ambitions to expand into a multi-country platform. Supported by ZBS Partners, a firm managing over $500 million in assets, and led by cofounders experienced in developing multi-industry platforms, Crete PA partners with local firms to enhance their independence while boosting their revenue and profitability.

Our Partner firm, AbitOs Accountants Advisors is hiring in Coral Gables, FL!

Responsibilities:

• Applying technical skills to perform effective reviews of all types of tax returns, ensuring relevant issues are resolved, exploring planning opportunities, and returns are complete and ready for Principal review
• Providing tax research and consulting services in response to tax return issues, client requests and identifying opportunities
• Managing engagements, including the planning and supervision of the tax return preparation process, coordinating tax consulting projects
• Identifying tax planning & consulting opportunities, including coordination with client's other advisors
• Assuming certain tax and non-tax administrative responsibilities to assist the Principals with the overall management of the Firm
• Conversing directly with clients and their advisors and serving as the primary point of contact
• Proactively communicating with other staff to assist and request status of projects
• Mentoring and participating in training as a team leader
• Thinking proactively about practice development to include opportunities to cross sell to existing clients as well as identifying new clients

Requirements:

Qualified candidates will be a CPA or EA with 3 plus years of progressive CPA firm experience and have:

• Bachelor’s degree required, Masters in Accounting/Taxation preferred
• International Accounting Knowledge (tax laws for S-Corps, C-Corps, Partnerships and Individuals and foreign informational reporting requirements) preferred
• Knowledge of estates and trusts, multi-state, and consolidated returns
• Understanding of Generally Accepted Accounting Principles (GAAP)
• Ability to review and provide feedback on tax work prepared by all staff in a professional manner
• Ability to manage own time and the time of others, as well a train and mentor staff

Additional competencies desired:

Computer skills:

• Experience using UltraTax CS, CCH ProSystems, QuickBooks, and Practice CS preferred
• Microsoft Office proficiency