Senior Tax Manager

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.

With a presence in over half the US, 30+ regional offices, 1,000+ dedicated professionals, and offshore operations in Asia, we're the fastest-growing accounting firm in the nation and well on our way to the Top 20. At Crete PA, our culture and relationships are the cornerstone of our success, and we’re always looking for talented, ambitious people to join our team.

Our partner firm, Cutler Advisors, is hiring!

Cutler Advisors is an independent, full-service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Cutler prides itself on taking a cutting-edge approach to tax planning and wealth preservation techniques, utilizing visionary techniques for the benefit of our sophisicated client base.

About the Role

The Tax Manager oversees all aspects of tax compliance, planning, and accounting within the organization. They are responsible for ensuring accurate financial reporting, maintaining compliance with tax laws and regulations, and implementing strategies to minimize tax liabilities while maximizing financial efficiency. This role will be an integral part of a small team with the goal of leading client engagements and delivering excellent service to our valued clients.

Key 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

• Strong experience using tax software with CCH Tax, Practice, and Engagement.

• Demonstrate knowledge of prevailing tax laws and developments

• Mentor and develop team members through training, delegation, and leadership support

• Ability to 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

• Be proficient in the preparation of various tax returns, including, but not limited to: Individual, Fiduciary, Corporate, Partnership, and Multistate

• Proactive, self-motivated, well organized, and possess the ability to manage work effectively with others while managing client relationships

• Coordinating more complex accounting projects and initiatives with other members of the accounting team

• Superior attention to detail

Qualifications:

Required Qualifications

• 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 working with MS Office and tax software

Preferred Qualifications

• Experience with compiled and reviewed financial statements

• Experience with Click Up, CCH/Engagement, and QuickBooks

Work Environment, Compensation, and Benefits

We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $140,000 - $180,000 annually, commensurate with experience and qualifications. In addition, this position offers a performance bonus, which will be paid at the discretion of the company, as well as the potential opportunity to participate in a long-term incentive program, subject to role scope, performance, and company discretion.

This position is preferred as an in-office role, reporting to our Scottsdale, AZ office 5 days per week. A hybrid work arrangement may be available for this position following successful onboarding and demonstrated performance.

In addition to a rewarding career, we provide a robust benefits package, including:

• 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

We are committed to fostering a supportive and inclusive workplace where every team member can thrive. Apply today to be part of a company that values its people and their contributions!

"David Cutler Accountants + Advisors", an independent member of the Crete Professionals Alliance, is the brand name under which David S. Cutler, CPA, PC and David S. Cutler, CPA, PLLC (collectively referred to as “DSC CPA”) and Cutler Advisors LLC d/b/a David S. Cutler Advisors (“Advisors”) provide professional services. DSC CPA and Advisors practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations, and professional standards. DSC CPA is a licensed independent CPA firm that provides attest services to its clients, and Advisors provides tax and business consulting services to their clients. Advisors and Crete Professionals Alliance are not licensed CPA firms. The entities falling under the David Cutler Accountants + Advisors brand are independently owned and are not liable for the services provided by any other entity providing the services under the David Cutler Accountants + Advisors brand. Our use of the terms “our firm” and “we” and “us” and terms of similar import, denote the alternative practice structure conducted by DSC CPA and Advisors.

Crete Professionals Alliance is an equal opportunity employer, considering all applicants for employment regardless of race, color, religion, sex, gender identity, pregnancy, national origin, ancestry, citizenship, age, marital status, physical disability, sexual orientation, genetic information, or any other characteristic protected by state of federal law.