Tax Partner

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, Reid Accountants + Advisors is hiring in NYC!

About The Firm

Tremendous opportunity for a CPA with 10+ years of experience looking to be a Partner and to join our dynamic team in our NYC office.

This position is for an ambitious individual looking to grow into a partner in a rapidly growing and successful CPA practice. We would like for this individual to transition a high-volume of write-up/tax clients from a partner planning to retire in a few years.

Candidate should be proficient with general ledger activity and all aspects of tax preparation and planning including sales tax. The ability to develop and maintain client relationships is a must. Individual should have excellent communication skills being able to communicate effectively with clients and staff.

Key Objectives:

• Assume responsibility for planning, supervising, and completing engagements.
• Plan the timing and assigning of staff to engagements.
• Supervise and lead Managers, Supervisors, and Staff Accountants, as well as provide feedback to them and evaluate their progress.
• Develop new client contacts and relationships beneficial to the firm.
• Recognize opportunities to provide additional services to existing clients and efficiencies within the workplace.
• Apply knowledge of current issues in tax, regulatory requirements, and industry-specific concerns to clients and be able to identify where they may impact a client and recommend strategies
• Assume responsibility for planning, supervising, and completing engagements.
• Review engagement work papers, resolve any problems and keep the partner informed of all important developments in the engagement.
• Provide on the job training to team members
• Assist in administrative functions as assigned by the partners.

Requirements:

• Excellent communication skills. Able to communicate effectively with business owners and personnel.
• Possess a positive, can-do attitude with a firm-first mindset and be a team player.
• Strong experience using tax preparation software and Microsoft Office.
• Strong experience using tax software with Thomson Reuters UltraTax CS and/or CCH ProSystem FX, Microsoft Office, and Intuit QuickBooks
• Demonstrate knowledge of prevailing tax laws and developments
• Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, Sales Tax and Multi states
• Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships
• Superior attention to detail
• Must be organized and proactive
• Ability to communicate with business owners and personnel
• Bachelor of Science in Accounting
• Active New York CPA
• 10+ years of recent, continuous CPA firm experience
• Experienced tax professional
• Extensive experience with write-ups and sales tax returns
• Full-time work in the NYC office plus travel to client offices