Crete Professionals Alliance, LLC
Head of Tax
Crete Professionals Alliance, LLC, Beverly Hills, California, United States, 90211
Job Title: Head of Tax / Tax Director
Location:
Remote with periodic onsite needs Reports To:
CEO / Managing Partner
Employment Type:
Full Time
One of our CPA network firms is hiring!
About the Firm Our CPA network firms is an independent, full‑service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Their main office is located in Beverly Hills, CA, and they have experts on the team located throughout the country. Join a rapidly growing organization with a strategic vision and dynamic plan.
They are an established tax practice serving closely held businesses, partnerships, real estate groups, family‑owned corporations, and high‑net‑worth individuals. The firm produces approximately 600 annual returns, primarily entity filings (1120S, 1120, 1065) with related individual filings.
They are entering a transition period as their founding practitioner retires after 40 years. They are seeking an experienced, technically strong Head of Tax who can uphold quality, build client confidence, elevate the team, and lead their tax function into its next growth phase.
They 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!
About the Role They are seeking a highly experienced and technically strong
Tax Director / Head of Tax
to join their growing team. This senior‑level role requires a
Certified Public Accountant (CPA)
with a minimum of 12 years of tax experience, preferably gained within public accounting (Big 4 or mid‑tier firms). Ideal candidates will also bring industry experience within the healthcare, cannabis, real estate, manufacturing, technology, e‑commerce, blockchain, entertainment, retail, distribution, and construction sectors.
This fully remote position is designed for a seasoned tax professional capable of preparing and reviewing a high volume of tax returns, ensuring accuracy, compliance, and strategic alignment with client needs.
Position Overview The Head of Tax is responsible for:
Technical oversight
Review
Tax planning and structuring
Client advisory relationships
Staff development
This role replaces the tax judgment, review function, and client confidence historically held by the owner. The ideal candidate is both a strategic thinker and a hands‑on leader who can ensure accurate, timely, proactive tax compliance and planning delivered at scale.
This is not a grinder role — it is a review and guidance role. You will ensure clients are positioned advantageously and that the team produces audit‑defensible, high‑quality work.
Key Responsibilities Technical Leadership & Review
Own tax technical excellence across the practice
Perform final review on complex entity and individual returns
Ensure filings are technically correct, optimized, and defendable
Identify and correct structural issues (e.g., basis, salary, allocations, elections, entity selection)
Maintain up‑to‑date knowledge of federal and state tax law changes
Client Advisory & Relationship Leadership
Serve as primary tax advisor for business clients
Provide proactive planning and tax minimization strategies
Deliver annual planning meetings and structural evaluations
Build trust with clients transitioning from founder ownership
Team Management & Development
Lead, mentor, and provide technical training to preparers
Work closely with staff accountants and senior preparers
Implement review protocols, workpapers, and QA checkpoints
Answer staff questions and guide resolution of technical issues
Workflow, Process, and Practice Management
Work with leadership to design efficient tax workflows
Set review standards and turnaround expectations
Monitor workloads and ensure timely delivery
Help drive automation, documentation, and standardization
Qualifications Must Have
CPA required
12+ years progressive tax experience
Strong mastery of small business taxation, especially:
S‑corps
Partnerships
Corporations
Multi‑entity structures
Prior experience reviewing high‑volume return environments
Demonstrated track record of leadership, judgment, and accuracy
Nice to Have
Experience in an independent CPA firm or boutique tax practice
Expertise in entity restructuring, basis tracking, and M‑1s
Comfort transitioning client relationships from a founder
Success Criteria / KPIs
High client retention and confidence during transition
Smooth compliance season with consistent turnaround times
Reduced rework and review errors
Staff competency improvement over 6–12 months
Identification of advisory or planning opportunities
Compensation $175,000 – $250,000 total compensation package (Depending on market, experience, and performance)
Typical structure:
Base salary: $140,000 – $200,000
Performance incentives tied to:
Accuracy metrics
Realization percentages
Client retention
Planning value delivered
Culture Fit We are looking for someone who is:
Calm under deadlines
Highly technical but pragmatic
Strong communicator
Quality‑driven
Able to train others without ego
Trusted adviser personality
Ownership mindset
Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non‑attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
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 or federal law.
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Location:
Remote with periodic onsite needs Reports To:
CEO / Managing Partner
Employment Type:
Full Time
One of our CPA network firms is hiring!
About the Firm Our CPA network firms is an independent, full‑service accounting and advisory firm specializing in accounting and consulting services for businesses and individuals. Their main office is located in Beverly Hills, CA, and they have experts on the team located throughout the country. Join a rapidly growing organization with a strategic vision and dynamic plan.
They are an established tax practice serving closely held businesses, partnerships, real estate groups, family‑owned corporations, and high‑net‑worth individuals. The firm produces approximately 600 annual returns, primarily entity filings (1120S, 1120, 1065) with related individual filings.
They are entering a transition period as their founding practitioner retires after 40 years. They are seeking an experienced, technically strong Head of Tax who can uphold quality, build client confidence, elevate the team, and lead their tax function into its next growth phase.
They 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!
About the Role They are seeking a highly experienced and technically strong
Tax Director / Head of Tax
to join their growing team. This senior‑level role requires a
Certified Public Accountant (CPA)
with a minimum of 12 years of tax experience, preferably gained within public accounting (Big 4 or mid‑tier firms). Ideal candidates will also bring industry experience within the healthcare, cannabis, real estate, manufacturing, technology, e‑commerce, blockchain, entertainment, retail, distribution, and construction sectors.
This fully remote position is designed for a seasoned tax professional capable of preparing and reviewing a high volume of tax returns, ensuring accuracy, compliance, and strategic alignment with client needs.
Position Overview The Head of Tax is responsible for:
Technical oversight
Review
Tax planning and structuring
Client advisory relationships
Staff development
This role replaces the tax judgment, review function, and client confidence historically held by the owner. The ideal candidate is both a strategic thinker and a hands‑on leader who can ensure accurate, timely, proactive tax compliance and planning delivered at scale.
This is not a grinder role — it is a review and guidance role. You will ensure clients are positioned advantageously and that the team produces audit‑defensible, high‑quality work.
Key Responsibilities Technical Leadership & Review
Own tax technical excellence across the practice
Perform final review on complex entity and individual returns
Ensure filings are technically correct, optimized, and defendable
Identify and correct structural issues (e.g., basis, salary, allocations, elections, entity selection)
Maintain up‑to‑date knowledge of federal and state tax law changes
Client Advisory & Relationship Leadership
Serve as primary tax advisor for business clients
Provide proactive planning and tax minimization strategies
Deliver annual planning meetings and structural evaluations
Build trust with clients transitioning from founder ownership
Team Management & Development
Lead, mentor, and provide technical training to preparers
Work closely with staff accountants and senior preparers
Implement review protocols, workpapers, and QA checkpoints
Answer staff questions and guide resolution of technical issues
Workflow, Process, and Practice Management
Work with leadership to design efficient tax workflows
Set review standards and turnaround expectations
Monitor workloads and ensure timely delivery
Help drive automation, documentation, and standardization
Qualifications Must Have
CPA required
12+ years progressive tax experience
Strong mastery of small business taxation, especially:
S‑corps
Partnerships
Corporations
Multi‑entity structures
Prior experience reviewing high‑volume return environments
Demonstrated track record of leadership, judgment, and accuracy
Nice to Have
Experience in an independent CPA firm or boutique tax practice
Expertise in entity restructuring, basis tracking, and M‑1s
Comfort transitioning client relationships from a founder
Success Criteria / KPIs
High client retention and confidence during transition
Smooth compliance season with consistent turnaround times
Reduced rework and review errors
Staff competency improvement over 6–12 months
Identification of advisory or planning opportunities
Compensation $175,000 – $250,000 total compensation package (Depending on market, experience, and performance)
Typical structure:
Base salary: $140,000 – $200,000
Performance incentives tied to:
Accuracy metrics
Realization percentages
Client retention
Planning value delivered
Culture Fit We are looking for someone who is:
Calm under deadlines
Highly technical but pragmatic
Strong communicator
Quality‑driven
Able to train others without ego
Trusted adviser personality
Ownership mindset
Crete Professionals Alliance (“Crete PA”) is not a licensed CPA firm. Its subsidiary entities, which are not licensed CPA firms, provide tax, advisory, and other non‑attest services to clients. Crete PA Network Firms practice in an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. Crete PA does not provide services to clients.
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 or federal law.
#J-18808-Ljbffr