Crete Professionals Alliance · 22 hours ago
Senior Tax Manager & Site Leader
Scottsdale, AZ
Full-time
Hybrid
Senior Level
$140K/yr - $180K/yr
7+ years expCrete Professionals Alliance is a rapidly growing accounting firm that empowers small to mid-market firms with innovative workforce solutions. The Senior Tax Manager oversees tax compliance, planning, and accounting while leading office operations and supporting team development.
Accounting
Responsibilities
Work in all phases of tax planning, tax preparation, review, compliance, and research
Work directly with sophisticated high net worth and UHNW clients, using superior communication and relationship-building skills
Demonstrate strong experience using tax software including CCH Tax, Practice, and Engagement
Maintain current knowledge of prevailing tax laws, regulations, and developments
Apply knowledge of tax, regulatory requirements, and industry-specific issues to identify client impacts and recommend appropriate strategies
Be proficient in the preparation of various tax returns, including but not limited to Individual, Fiduciary, Corporate, Partnership, and Multistate
Coordinate more complex accounting projects and initiatives with other members of the accounting team
Maintain superior attention to detail while managing multiple client engagements
Mentor, develop, and coach team members through training, delegation, and ongoing leadership support
Review work product and provide timely, constructive feedback
Support hiring, onboarding, and development of local team members as the firm grows
Foster a collaborative, accountable, and high-performing team environment
Serve as a local site/office leader, helping to oversee day-to-day office operations and ensure a positive, professional work environment
Act as a point of contact for local team members regarding office-related needs, workflows, and coordination
Partner with firm leadership and Crete Professionals Alliance to support office initiatives, growth efforts, and operational improvements
Help reinforce firm culture, values, and performance expectations within the local office
Support change management initiatives related to technology, process improvements, and firm integration
Promote engagement, collaboration, and communication across the local team and broader organization
Proactive, self-motivated, well organized, and able to manage work effectively while maintaining strong client and internal relationships
Qualification
Required
Bachelor's degree in Accounting
CPA
At least 7+ years of experience in a CPA firm
Experience with tax preparation and accounting
Experience in public accounting strongly preferred
Excellent attention to detail and strong organizational skills
Ability to professionally engage with high net worth clients, verbally and in writing
Proficiency with MS Office and tax software
Preferred
Experience with compiled and reviewed financial statements
Experience with ClickUp, CCH/Engagement, and QuickBooks
Prior experience leading teams or serving in a supervisory or office leadership capacity
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
Company
Crete Professionals Alliance
Crete Professionals Alliance is a group of accounting and professional services firms providing consulting and business solutions.
51-200 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2024-04-16Pre Seed
Leadership Team
Frank Zhang
Co-Founder
Jake Sloane
Co-Founder
Recent News
2026-01-16
Morningstar.com
2025-12-16
Company data provided by crunchbase