Current

Role Description The Regional Operations Director is the primary regional partner for delivery economics, firm-level operational discipline, and the infrastructure that enables firms to scale, working directly with the Regional Vice President (RVP). This role coordinates the financial, HR, legal, and technology product areas that keep the portfolio running efficiently. - Deploy the Operations Playbook across the portfolio — standardizing billing discipline, collections cadence, WIP management, and realization rate optimization firm by firm. - Drive working capital improvement: own DSO reduction, realization improvement, and cost-to-serve discipline as measurable outcomes at each firm. - Build and maintain firm-level capacity planning frameworks aligned to Crete's standardized work discipline model. - Coordinate Data & BI capabilities to ensure operational KPIs are captured, measured, and actioned in real time; translate data into Managing Partner-facing performance insights. - Coordinate Regional FP&A and Regional Controller support across the portfolio — partnering with the Finance & Accounting enterprise function. - Support managing partners in understanding firm financial and operational performance, identifying gaps, and building accountability to defined targets. - Provide analytical support to the RVP on operational performance, working capital trends, and efficiency opportunities across the portfolio. - Coordinate HR & Compliance product areas at the firm level — managing succession planning support, regional recruiting coordination, and people-side operational issues. - Coordinate legal needs across the firm portfolio with the enterprise Legal function; surface emerging issues and ensure firms are operating within Crete's legal and compliance framework. - Coordinate Tech/Infra deployment at each firm — overseeing practice management system adoption, IT standards, and infrastructure alignment with Crete's approved technology stack. - Build the operational capacity at targeted platform firms required to absorb tuck-in acquisitions. - Act as a trusted operational advisor to the RVP — surfacing firm-level issues early, flagging performance gaps against the Partner Journey roadmap. - Respond to ad hoc operational and strategic requests from RVP and firm leadership, providing structured problem-solving support. - Coordinate firm engagement plans across product areas to avoid conflicting demands on Managing Partner time and bandwidth. Qualifications - 8+ years of progressive operations leadership in a professional services environment (accounting, consulting, advisory, or similar), with direct exposure to P&L / delivery economics. - Demonstrated experience improving working capital performance (e.g., DSO reduction, WIP management, billing/collections cadence, realization/rate optimization). - Strong financial acumen: ability to interpret financial statements, partner with FP&A/Controllers, and translate performance into clear insights and actions for firm leadership. - Proven ability to implement standardized operating rhythms and process discipline across multiple sites/locations. - Experience building operational capacity planning models (headcount/production planning, utilization, forecasting, throughput). - Ability to lead through influence in a matrixed organization. - Comfort operating “in the field” with partner firms—hands-on, embedded, and able to surface issues early and drive accountability tactfully. - Strong executive communication skills: can present operational performance, risks, and corrective actions to Managing Partners and regional leadership. - High ownership, bias to action, and ability to manage multiple concurrent initiatives with tight timelines. - Ability to travel 50%+ to partner firms and regional/enterprise meetings. Preferred Qualifications - Experience in a PE-backed roll-up, multi-site integration environment, or fast-scaling services company. - Familiarity with accounting firm operations (billing models, realization, WIP, partner economics) and common practice management systems. - Experience supporting or transitioning HR operating models. - Exposure to operational BI/KPI dashboards and performance management. - Experience coordinating technology/IT standardization across distributed offices. - Prior involvement in M&A integration playbooks. 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. Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Role Description We are seeking a highly analytical, hands-on Business Intelligence & Data Analytics Manager to lead our firm's business intelligence, reporting, and analytics initiatives. This role is ideal for someone who enjoys building solutions, solving complex business challenges, and partnering with leadership to transform data into actionable insights. As both the strategic leader and primary technical resource for business intelligence, you will: - Design, develop, and support reporting solutions, dashboards, data models, and automation tools that improve decision-making and operational efficiency across the organization. - Work closely with firm leadership and department teams to drive data-informed strategies, optimize processes, and enhance overall business performance. What You'll Do - Business Intelligence & Reporting: - Design, develop, and maintain dashboards, reports, data models, and analytics solutions that provide meaningful insights into firm performance, operational metrics, and client service delivery. - Partner with department leaders to identify reporting needs and develop customized reporting solutions. - Serve as the firm's go-to resource for reporting support, data validation, and ad hoc analysis. - Data Analytics & Process Improvement: - Analyze financial and operational data to identify trends, improve workflows, optimize resource allocation, and support strategic decision-making. - Apply process improvement methodologies, including Lean Six Sigma principles, to increase efficiency and effectiveness across departments. - Translate complex data into clear, actionable recommendations for stakeholders. - Technology & Automation: - Independently design, build, maintain, and troubleshoot dashboards, automated workflows, system integrations, and reporting solutions using Power BI, SQL-based platforms, and other analytics tools. - Identify opportunities to automate manual processes and improve operational visibility. - Support ongoing optimization of reporting systems and analytics infrastructure. - Strategic Project Leadership: - Lead cross-functional projects related to reporting enhancements, workflow automation, system integrations, and operational improvements. - Manage initiatives from planning and requirements gathering through implementation and user adoption. - Data Governance & Systems Ownership: - Ensure data accuracy, integrity, security, and consistency across reporting platforms and analytics initiatives. - Serve as the primary administrator and subject matter expert for business intelligence systems, reporting tools, and related data processes. - Develop and maintain documentation for reports, dashboards, processes, integrations, and system workflows. - Training & Collaboration: - Collaborate closely with operational and service-line leaders to understand business needs and deliver valuable insights. - Develop and deliver training programs that enhance data literacy and encourage adoption of business intelligence tools throughout the firm. Qualifications - Bachelor's degree in Business, Accounting, Finance, Information Systems, Data Analytics, or a related field. - 5+ years of experience in business intelligence, data analytics, process improvement, or a related role. - Proven hands-on experience designing, building, maintaining, and troubleshooting dashboards, reports, and data models using Power BI, SQL-based systems, or similar analytics platforms. - Strong proficiency in Power BI, Excel, and data visualization best practices. - Experience leading projects and implementing process improvements that drive measurable business outcomes. - Excellent analytical, problem-solving, and communication skills. - Ability to manage multiple priorities independently in a fast-paced, collaborative environment. Preferred Qualifications - Experience within a professional services, consulting, or public accounting environment. - Understanding of accounting, financial, and operational performance metrics. - Experience with workflow automation and system integrations. - Lean Six Sigma certification or process improvement experience. 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. Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Role Description The firm is seeking a highly organized and client-focused Bookkeeping Division Specialist to support a portfolio of veterinary practice clients through full-service bookkeeping, financial reporting, onboarding support, and ongoing client communication. This role is ideal for someone who thrives in a fast-paced remote environment, enjoys building client relationships, and takes pride in delivering accurate, high-quality financial work while maintaining exceptional responsiveness and organization. Key Responsibilities - Client Relationship Management - 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. - Bookkeeping & Financial Reporting - 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. - Client Onboarding & Implementation - 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. - Workflow & Process Management - 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. - Team Collaboration & Communication - 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. Qualifications - 2+ years of bookkeeping, accounting support, or outsourced accounting experience preferred - Strong proficiency in QuickBooks Online required - Experience with financial reporting, reconciliations, and month-end close processes - Strong organizational and time-management skills with the ability to manage multiple client relationships simultaneously - Excellent written and verbal communication skills - Ability to work independently in a fully remote, high-accountability environment - Strong attention to detail and commitment to accuracy - Experience with workflow systems such as XCM or similar platforms is a plus - Client-service-oriented mindset with strong professionalism and responsiveness What Makes Someone Successful Here - Relationship-driven - Organized and detail-oriented - Proactive communicators - Adaptable and solutions-focused - Team-oriented collaborators - Client-focused professionals - Self-motivated and accountable Compensation & Benefits - A competitive compensation and benefits package is offered to support both professional success and personal well-being. - Benefits Include: - 401(k) with company match - Medical, Dental, and Vision insurance - Paid time off and company holidays - Flexible scheduling - Continuing education and professional development support - Paid training opportunities - Opportunities for advancement and career growth - Fully remote work environment

Role Description We’re seeking a Tax Senior with at least 3 years of experience in public accounting. This role offers the opportunity to lead, advise, and grow within a high-performing team. You'll be responsible for managing client relationships, overseeing tax projections, and ensuring compliance across a variety of business structures. Key Responsibilities - 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. Qualifications - Bachelor’s in Accounting or related field; Master’s in Taxation a plus. - Minimum 3 years of tax-focused public accounting experience. - CPA preferred. - Expertise in federal and multistate tax compliance. Strong individual tax experience is a MUST! - Strong leadership, communication, and analytical skills. - Ability to manage deadlines and prioritize effectively. Requirements - Tax prep software: CCH ProSystem fx, Lacerte. - Research tools: CCH AnswerConnect, TaxNotes. - Accounting & productivity: QuickBooks, Microsoft Office (Excel, Teams, Word, PowerPoint), Karbon. Benefits - Competitive salary + performance bonuses. - Comprehensive health, dental & vision coverage. - 401(k) with generous company match. - Paid time off & holidays. - Ongoing professional development & support for certifications. - Flexible work arrangements. - Clear partnership track for top performers.

Role Description The firm is seeking a highly skilled and relationship-driven Senior Tax Manager to lead complex tax engagements, deliver strategic tax advisory services, and mentor team members within its growing remote environment. This role is ideal for someone who thrives in a collaborative and entrepreneurial setting and enjoys serving as a trusted advisor to clients while helping develop the next generation of tax professionals. Key Responsibilities - 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. Qualifications - Active CPA license required - Experience with CCH Axcess strongly preferred - 7+ years of progressive public accounting tax experience preferred - Strong experience reviewing and managing complex tax engagements and returns - Proven ability to lead client relationships and deliver advisory-focused tax guidance - Experience mentoring staff and leading teams in a collaborative environment - Excellent communication, leadership, and organizational skills - Comfortable operating independently in a fully remote, high-autonomy environment - Ability to manage competing priorities while maintaining exceptional client service - Entrepreneurial mindset with a desire to contribute to a growing and evolving organization - Ideally has heavy pass-through entity experience and exceptional client communication Requirements - Relationship-driven - Collaborative - Adaptable - Strategic thinkers - Proactive communicators - Client-focused advisors - Team-oriented leaders Benefits - 401(k) with company match - Medical, Dental, and Vision insurance - Paid time off and company holidays - Flexible scheduling - Continuing education support - Tuition reimbursement - Paid training and professional development - Opportunities for advancement and leadership growth - Fully remote work environment

Role Description The Director, HRBP will provide Human Capital guidance from HQ on high-visibility and strategic initiatives. - Strategic people initiatives (e.g., succession planning, org design, change management support, executive/leadership coaching, leadership assessments, 9-box assessments for ICs, compensation & performance calibrations, facilitation team-building sessions or leadership development sessions, etc.) - Communications → connecting firm to Current’s company-wide initiatives - Employee relations, when it gets complex - HR Metrics reviews and action plans related to data - Workforce planning & budgeting, in partnership with regional teams and recruiting leaders - Supporting RVPs and regional leadership teams in all people-related initiatives - Integrations & tuck-in support Qualifications - This role is designed to drive higher-leverage outcomes (operating model, leadership capability, and change) rather than run day-to-day HR execution. - Comfortable working with senior leaders, diagnosing root causes, and shaping cross-firm initiatives. - Focused less on transactional support and more on strategic problem-solving, influence, and program delivery. Requirements - Base Compensation: $140-171k - Reporting relationship: COO/CEO/Managing Partner of firm. Dotted line into Sr. Director, Human Capital Strategy at Current. Benefits - The total rewards package includes base salary, bonus, and benefits. - Competitive salary ranges updated regularly using reliable compensation survey data. - Robust benefits package including: - Health, Dental, and Vision Insurance (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

Role Description 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, aligning priorities to business risk and acquisition cadence. - Establish and maintain the security policy framework, standards, and minimum control baseline across all firms; design pragmatic exception handling and remediation plans for varying maturity levels. - 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, and repeatable post-close stabilization playbooks (30/60/90-day plans). - Drive security integration of new firms (people/process/technology) across separate environments — identity, endpoint/email, logging/monitoring, data protection — with scalable onboarding playbooks and control alignment patterns. - Provide security architecture oversight for cloud and hybrid environments with emphasis on Azure, Intune, and Microsoft Defender; define secure patterns for privileged access, conditional access, PAM, RBAC, and separation of duties. - Oversee day-to-day security operations: vulnerability management, patch/risk prioritization, endpoint and email security, tooling lifecycle, and event triage across Crete and member firms. - Manage third-party MDR/SOC providers — scope, SLAs, escalation paths, detection coverage, playbooks, reporting — and drive continuous improvement of monitoring outcomes. - Own the incident response program end-to-end: runbooks, tabletop exercises, ransomware preparedness, forensics coordination, and post-incident reviews with corrective actions. - Implement consistent risk management across firms — periodic assessments, control testing, remediation tracking — and own third-party/vendor security risk management for corporate and shared vendors. - Support member firms with client-driven security and compliance requirements (NIST CSF, CIS, SOC 2 Type II); ensure evidence collection is repeatable and accurate. - Lead security awareness and training programs tailored to professional services workflows, with measurable adoption and behavioral outcomes. - Lead, coach, and develop the cybersecurity team; serve as escalation point for security decisions, incidents, and complex risk tradeoffs. - Build documentation, playbooks, and implementation guides that enable consistent security outcomes across firms; influence firm leaders and local teams to drive baseline control adoption. Qualifications - 10+ years of progressive experience in information security or cybersecurity. - 3+ years leading and developing security teams. - Demonstrated M&A, private equity, or roll-up experience. - Strong understanding of cloud security principles with hands-on Azure and Microsoft security experience. - Experience managing and governing compliance standards (NIST, CSF, CIS, and SOC2 Type II preferred). - Experience managing business continuity programs and lifecycle. - Microsoft Azure/Intune experience. - Experience managing third-party security services (MDR/SOC, IR retainers, testing vendors). - Proven ability to design and run a complete enterprise security control program. - Excellent stakeholder management and executive communication skills. - Bachelor’s degree or equivalent experience; security certifications preferred (CISSP). - Professional services experience and/or accounting and CPA firm experience strongly preferred. Benefits - The total rewards package at Current includes base salary, bonus, and benefits. - Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. - New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. - 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. Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Role Description The Corporate Accounting Manager will provide direct support to the broader accounting function in managing a highly scalable multi-entity accounting organization. This role will cover a variety of tasks and accounting functions including: - Cash reconciliations - Expense allocations - Consolidation - Assistance with technical matters - Prepaid and fixed asset accounting Position Responsibilities - 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. Qualifications - Bachelor's degree (B.A.) in accounting or finance - 3+ years of relevant work experience - Excellent organizational skills and interpersonal communication - Clear and conceptual thinking ability - Excellent judgment and discretion; can recognize and elevate problems, identify possible causes and resolve routine issues - Strong knowledge of accounting and financial reporting requirements - Friendly, courteous, professional, outgoing, and customer-service oriented - Able to remain calm and professional in stressful situations; ability to handle multiple priorities simultaneously - Detail-oriented and works effectively under pressure while meeting applicable deadlines - Must be able to work independently and productively with minimum supervision Preferred Qualifications - Prior role within multi-entity environment and knowledge of consolidation process - Previous experience with full cycle GL close - Experience with acquisitions and opening balance sheet accounting - Experience with corporate allocations and allocation methodology - Experience working in a cash sweep / ZBA environment across a large number of subsidiaries - Experience with payroll cost analysis and reporting Compensation & Benefits - The total rewards package at Current includes base salary, bonus, and benefits. - Our salary ranges are competitive within the accounting industry and are updated regularly using the most reliable compensation survey data for our industry. - New hire offers are made based on a candidate’s experience, expertise, geographic location, and internal pay equity relative to peers. - 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 Equal Opportunity We are an equal opportunity employer, and we do not discriminate on the basis of race, religion, color, national origin, sex, sexual orientation, age, veteran status, disability, genetic information, or any other applicable legally protected characteristic.

Role Description The Tax Resource Manager serves as a strategic and operational leader within the Tax Department, overseeing tax production processes, workflow systems, resource allocation, and talent deployment. This role works closely with Operations leadership, Partners, and service line leaders to drive efficiency, maximize utilization, and ensure consistent execution of tax policies and procedures across all offices. The position combines technical tax operations oversight with strategic resource management to support firm productivity and deliver a high-quality client experience. Core Responsibilities - Develop and maintain tax policies and procedures in collaboration with tax partners, including workflows and Access Tax processes. - Manage the Form 8879 signature process to ensure all required client signatures are received, tracked, and maintained in compliance with firm policies and procedures. - Oversee resource management activities, including onboarding new employees, assessing skill sets, and assigning appropriate tax engagements and workloads. - Coordinate employee offboarding by reviewing current assignments, reallocating work as needed, and communicating staffing or replacement hiring needs when internal coverage is unavailable. - Collaborate with the attest team to coordinate staffing resources and support employees who work across both tax and attest functions. - Partner with the tax team to organize and coordinate CCH training initiatives and ongoing staff development. - Work closely with tax administration to establish and maintain the tax software system, including engagement letter setup and related administrative processes. - Manage SafeSend delivery and CCH Workflow (XCM) task management and reporting. - Work with the tax ops team to drive due date management and deadline closure across regions while providing firm-wide backup support as needed. - Support all tax platforms, including permissions management and onboarding for new clients and newly integrated firms. - Develop and execute resource allocation strategies to optimize scheduling, utilization, and workforce planning for all offices. - Forecast future resource needs based on production cycles, project pipelines, and organizational goals. - Collaborate with Partners and Project Managers to align staffing plans with engagement requirements and firm objectives. - Track utilization metrics and performance indicators; prepare reports to inform strategic decision-making. - Identify and mitigate risks related to staffing shortages, workload imbalances, or process inefficiencies. - Train, mentor, and manage Tax Operations Coordinators and tax professionals, including conducting weekly check-ins and training sessions. - Identify skill gaps and facilitate targeted training opportunities to enhance team capabilities. - Address and resolve conflicts related to scheduling, resource allocation, and departmental priorities. - Continuously evaluate and improve operational and resource management processes to increase efficiency and effectiveness. - Ensure adherence to departmental policies, procedures, and best practices across all offices. - Provide support to Tax Operations SWAT teams and contribute to cross-functional initiatives. - Oversee and manage tax production processes including, return assembly, extensions, and information returns across all offices. - Supervise all electronic filing, monitor portals, and resolve rejections and schema validation errors. Qualifications - Bachelor’s degree in Business Administration, Human Resources, Accounting, or related field (or equivalent experience). - Minimum of 5 years of progressive experience in tax operations, accounting, or resource management. - Strong understanding of tax production workflows and compliance processes. - Advanced proficiency in Microsoft Office Suite (Excel expertise preferred). - Working knowledge of Axcess Tax, CCH Document, GoFileRoom, SafeSend, CCH Workflow (XCM), and XCM Calendar. - Demonstrated ability to manage multiple priorities, meet tight deadlines, and perform effectively under pressure. - Strong analytical skills with a detail-oriented mindset. - Excellent verbal and written communication skills. - Proven leadership ability with experience mentoring and developing team members. - Ability to work both independently and collaboratively within a team environment. - Willingness to work extended hours during peak busy seasons. - Ability to travel to assigned local offices for training and operational support as needed. Benefits - Competitive salary starting at $135K-$145K annually, commensurate with experience and qualifications. - Commission structure to reward performance and support earning potential. - 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.

Role Description We are seeking an experienced Accounting Manager to join our growing nonprofit-focused CPA firm, recognized by the AICPA as one of the most innovative firms in the country. This role will support and lead client engagements, delivering high-quality financial reporting, grant management, and advisory services in a cloud-based, outsourced environment. The ideal candidate is a strong technical accountant with excellent project management, communication, and client service skills who thrives in a collaborative, fast-paced setting. - 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 Qualifications - Bachelor’s or Master’s degree in Accounting - CPA or active CPA candidate preferred - 2–5 years of accounting experience, ideally with nonprofit clients - Strong knowledge of U.S. GAAP - Experience with audits, financial statements, and balance sheet reconciliations - Strong organizational, analytical, and communication skills - Proficiency with QuickBooks, Excel, Microsoft Office; Sage Intacct a plus - Grant management experience preferred Requirements This position operates as part of a US East Coast-based team, with typical working hours aligning with EST to facilitate effective collaboration. We offer flexibility in managing your schedule to maintain a healthy work-life balance while meeting business needs. Benefits We are excited to invite talented individuals to join our dynamic team! This position offers a competitive salary range of $115,000-$150,000 annually, commensurate with experience and qualifications. - 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