Crete Professionals Alliance

• Serve as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. • Develop and maintain tax policies and procedures in collaboration with tax partners. • Manage the Form 8879 signature process ensuring compliance with firm policies. • Oversee resource management activities including onboarding and assessing skill sets. • Collaborate with the attest team to coordinate staffing resources across functions. • Partner with tax team on CCH training initiatives and staff development. • Establish and maintain the tax software system including engagement letter setup. • Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting. • Drive due date management and deadline closure across regions. • Forecast future resource needs based on production cycles, project pipelines, and organizational goals. • Track utilization metrics and performance indicators; prepare reports for strategic decision-making. • Identify and mitigate risks related to staffing shortages and process inefficiencies. • Train, mentor, and manage Tax Operations Coordinators and tax professionals. • Evaluate and improve operational and resource management processes to increase efficiency.

• Serve as a primary bookkeeping contact for assigned clients while maintaining consistent communication and responsiveness. • Respond to all client inquiries within 24 hours, providing proactive updates and clear timelines for follow-up. • Build and maintain strong client relationships through professionalism, organization, and consultative support. • Participate in quarterly client conversations focused on operational and financial discussions. • Manage at minimum 10 full-service bookkeeping client relationships. • Perform ongoing QuickBooks Online (QBO) bookkeeping and account maintenance. • Complete monthly reconciliations for bank accounts, credit cards, loans, payroll, and related accounts. • Prepare and finalize monthly financial reporting packages and supporting documentation. • Ensure month-end reporting is completed accurately and delivered by the 15th of each month, contingent upon timely client submissions. • Review “Ask My Accountant” balances and resolve outstanding bookkeeping items prior to finalizing reports. • Assist with onboarding new clients, including: • QuickBooks Online setup • Chart of accounts implementation • Account linking and integrations • Initial bookkeeping cleanup and reconciliations • Participate in onboarding meetings and ensure all required documentation and access requests are completed timely. • Utilize workflow systems to manage bookkeeping deliverables, review points, and reporting deadlines. • Maintain organized documentation, reporting templates, and financial records. • Collaborate with leadership and team members to improve efficiency, consistency, and client experience across the bookkeeping division. • Attend team meetings, training sessions, and monthly webinars. • Collaborate closely with leadership and advisors to ensure seamless client support and service delivery. • Escalate workflow concerns or capacity challenges proactively to leadership.

• Lead and review complex tax engagements including: - 1120S - 1065 - 1040 - Multi-entity and high-net-worth returns • Serve as a strategic advisor to veterinary practice owners regarding: - Tax planning strategies - Entity structuring - Cash flow and profitability considerations - Long-term business and financial planning • Build and maintain strong, long-term client relationships through proactive communication and consultative service. • Review tax returns, workpapers, and planning strategies to ensure technical accuracy and high-quality deliverables. • Mentor, coach, and develop junior staff and managers while helping elevate technical capabilities and client service standards across the firm. • Manage multiple client engagements and project workflows while maintaining exceptional responsiveness and service quality. • Collaborate cross-functionally with firm leadership on operational improvements, strategic initiatives, and continued organizational growth. • Stay current on evolving tax regulations, industry trends, and best practices relevant to veterinary practice clients.

• Lead day-to-day operations of attest engagements (audits, reviews, compilations, and agreed-upon procedures). • Supervise and mentor junior and senior associates during fieldwork and throughout the engagement cycle. • Review workpapers and draft financial statements to ensure compliance with professional standards (GAAS, SSARS, and other relevant frameworks). • Identify and resolve accounting and audit issues with guidance from managers or partners as needed. • Serve as a primary point of contact for clients during engagements to coordinate requests and deliverables. • Assist with engagement planning and scheduling, ensuring adherence to budgets and deadlines. • Participate in staff training, development, and performance evaluations.

• Perform detailed audit and attest procedures in accordance with professional standards (GAAS, SSARS). • Prepare and review financial statements, workpapers, and supporting documentation. • Communicate directly with clients to gather information, explain findings, and deliver exceptional service. • Identify accounting and audit issues and collaborate with supervisors or managers on resolution. • Assist with engagement planning, budgeting, and timeline management. • Provide guidance and mentorship to junior associates on engagements. • Stay current on accounting and auditing standards relevant to client industries.

• Manages the parent Crete PA Holdco entity monthly including the master bank account reconciliation with sweep/ZBA functionality, fixed asset and prepaid accounting, and P&L review. • Owns and improves corporate expense allocations, including allocation methodology, supporting schedules, and monthly true-ups. • Manages cash activity in a cash sweep / ZBA environment across a large number of subsidiaries, including intercompany funding and reconciliations as needed. • Assists with Payroll GL entries from UKG system. • Performs payroll cost analysis, reporting, and variance explanations to support close and business partners. • Manages the insurance expense allocation process monthly. • Assists the Director of Technical Accounting with the monthly debt and interest entries. • Manages the consolidated deferred seller note schedule and responsible for monthly interest entries. • Manages the consolidated earnout schedule and responsible for monthly interest entries. • Assists in managing the monthly consolidation workbook and assists the Director of Technical accounting with intercompany eliminations. • Assists in managing the monthly firm level and consolidated cash flow model. • Prepare and review certain recurring and non-recurring monthly journal entries. • Identify areas for streamlining and implementing best practices for fast-paced growth. • Assist with ad hoc projects as requested by the accounting team. Examples could be assisting with opening balance sheet requests, technical accounting projects, firm level labor analyses, special report/model building, gross profit analyses, etc.

• Human Capital guidance from HQ on strategic initiatives • Strategic people initiatives • Employee relations support • HR Metrics reviews • Workforce planning & budgeting

• Own the enterprise information security, compliance & business continuity program across Crete (corporate) and all member firms. • Build standardized, scalable security controls, governance, and operations across multiple independent control environments. • Define the multi-year security strategy and roadmap across Crete and member firms in a federated model. • Establish and maintain the security policy framework, standards, and minimum control baseline across all firms. • Build security operating rhythms and executive reporting: KPIs, risk posture, incident trends, audit/compliance status, and program progress for Crete leadership and firm leaders. • Partner with IT, data, and engineering leadership to embed security into operations, architecture decisions, and change management across the portfolio. • Lead security diligence for M&A: current-state control assessments, key risk identification, remediation estimates. • Drive security integration of new firms (people/process/technology) across separate environments. • Provide security architecture oversight for cloud and hybrid environments with emphasis on Azure, Intune, and Microsoft Defender. • Oversee day-to-day security operations: vulnerability management, patch/risk prioritization, endpoint and email security, tooling lifecycle, and event triage. • Manage third-party MDR/SOC providers and drive continuous improvement of monitoring outcomes. • Own the incident response program end-to-end: runbooks, tabletop exercises, ransomware preparedness. • Implement consistent risk management across firms – periodic assessments, control testing, remediation tracking. • Support member firms with client-driven security and compliance requirements (NIST CSF, CIS, SOC 2 Type II). • Lead security awareness and training programs tailored to professional services workflows. • Lead, coach, and develop the cybersecurity team.

• Lead and manage client accounting engagements • Prepare and deliver monthly, quarterly, and year-end financial reports • Oversee AP/AR, budgeting, and financial analysis • Prepare grant invoices and reports; assist with grant lifecycle tracking • Serve as a primary client contact and respond to inquiries • Manage workflows, review deliverables, and support junior staff • Assist with annual audits and liaise with auditors • Leverage cloud-based accounting systems to produce client deliverables

• Prepare and review federal and multistate business tax returns (1120, 1120S, 1065) • Create detailed quarterly and year-end tax projections, including book-to-tax adjustments and apportionment schedules • Prepare individual returns and shareholder/partner projections based on entity results • Analyze client-provided financials and documents, identify outstanding items, and communicate directly with clients • Serve as a trusted advisor, regularly engaging with clients on tax planning, compliance, and strategic issues • Lead and mentor junior staff, supporting their development