Current

• Lead tax planning for UHNW individuals and families & family offices, including pre-immigration planning, cross-border trust and estate planning, private placement life insurance (PPLI), charitable structures (CRTs), and wealth transfer strategies. • Design and implement tax-efficient structures involving partnerships, corporations, trusts, tax-exempt entities, hybrid entities, and multinational affiliated groups Serve as a technical authority on complex U.S. and international tax matters, including inbound and outbound structuring, cross-border reorganizations, mergers and acquisitions, and global investment structures. • Provide advanced partnership tax planning, including Sections 704(b), 704(c) (forward and reverse), disguised sales, targeted allocations, interest limitation planning, and aggregation elections. • Advise clients on international tax regimes including GILTI, Subpart F, FDII/FDDEI, foreign tax credits, PFICs, withholding taxes, FATCA, FIRPTA, and transfer pricing. • Advise private equity, hedge funds, venture capital, and financial services clients on domestic and offshore fund structuring, parallel funds, qualified opportunity zones, cryptocurrency investments, and complex tiered fund arrangements. • Address ASC 740 matters, transactional tax accounting, and tax provision issues for public and closely held entities. • Oversee complex U.S. and international tax compliance for entities and individuals, ensuring technical accuracy and risk management. • Lead voluntary disclosure, streamlined filing compliance (domestic and offshore), penalty abatement, and IRS controversy matters. • Prepare and review private letter ruling requests and technical memoranda on novel and high-risk tax issues. • Act as primary advisor and trusted counselor to key clients, delivering integrated tax solutions aligned with business and investment objectives. • Manage and grow a substantial book of business, including originating new client relationships and expanding services within existing accounts. • Collaborate with audit, accounting, and legal teams to support client growth across practice areas. • Lead and expand the firm’s international tax and financial services tax practices. • Develop innovative tax strategies and service offerings in response to legislative and regulatory changes. • Mentor and train senior tax professionals, fostering technical excellence and professional development. • Contribute to firm thought leadership through internal training, client presentations, and technical publications.

• Transition your existing book of business to a more efficient, higher-payout platform • Maintain full ownership and control of client relationships • Deliver comprehensive wealth management advice aligned to your clients’ needs • Collaborate with other senior advisors and firm leadership • Participate in mentorship, business development, or leadership initiatives based on interest • Leverage centralized operational, compliance, and technology resources

• Lead and manage multiple R&D tax credit engagements concurrently from start to finish. • Coordinate project timelines and client communications. • Ensure timely delivery of claims with full documentation and audit support. • Conduct interviews with client technical and finance teams to identify qualified research activities and expenditures. • Understand IRS guidelines under IRC §41 to evaluate qualification criteria. • Draft technical write-ups supporting why identified projects qualify for the R&D credit. • Serve as the primary point of contact for clients throughout the engagement. • Educate clients on the R&D tax credit process and eligibility requirements.

Role Description We are seeking a motivated Associate – Tax Credits (R&D) to join our growing Tax Credits practice. This role is ideal for an early-career tax professional with 1–3 years of public accounting experience who is interested in developing specialized expertise in Research & Development (R&D) Tax Credits, accounting methods, cost recovery, and technical tax consulting. Working alongside experienced Managers and Partners, you will gain valuable exposure to sophisticated client engagements, technical tax research, and consulting projects while building the foundation for long-term career growth within a highly specialized practice. Key Responsibilities - Tax Credits & Technical Analysis - Assist in preparing federal and state R&D tax credit studies and supporting analyses. - Gather, organize, and analyze client financial and operational information to identify potential qualifying activities and expenditures. - Assist with documenting tax credit calculations and preparing supporting workpapers. - Research tax law, IRS guidance, and legislative developments affecting tax credit opportunities. - Support engagement teams with IRS examination responses and documentation requests. - Accounting Methods & Cost Recovery - Assist with accounting method reviews involving capitalization, depreciation, revenue recognition, and inventory accounting. - Support cost segregation and depreciation analyses. - Assist with preparation of Form 3115 (Application for Change in Accounting Method). - Perform technical tax research involving the Internal Revenue Code, Treasury Regulations, and other authoritative guidance. - Prepare draft technical memoranda and engagement documentation for manager review. - Client Service - Communicate professionally with clients to obtain information, answer questions, and provide timely updates. - Support Managers and Partners on tax planning and consulting engagements. - Assist with client deliverables while maintaining quality, organization, and attention to detail. - Manage multiple projects simultaneously while consistently meeting deadlines. - Team Collaboration - Collaborate closely with Managers, Senior Associates, and Partners on client engagements. - Participate in internal technical training and continuing education programs. - Contribute ideas that improve engagement efficiency and client service. - Continue developing technical expertise through mentorship and hands-on experience. Qualifications - Bachelor's degree in Accounting, Finance, or a related field. - 1–3 years of public accounting experience, preferably in tax. - Experience working in a public accounting firm. - CPA license or active progress toward CPA licensure strongly preferred. - Exposure to federal and state tax compliance and tax research. - Strong analytical, organizational, and problem-solving skills. - Experience using tax preparation software (CCH experience preferred but not required). - Proficiency with Microsoft Excel, Word, PowerPoint, and Adobe Acrobat. - Excellent written and verbal communication skills. Requirements - Master's degree in Taxation, Accounting, or a related field (preferred). - Exposure to R&D tax credits, accounting methods, cost recovery, or tax consulting (preferred). - Familiarity with Form 3115, cost segregation, or depreciation concepts (preferred). - Experience preparing technical research memoranda or supporting client consulting engagements (preferred). Benefits - Competitive salary plus performance bonus opportunities. - Comprehensive medical, dental, and vision insurance. - 401(k) with generous company match. - Self-managed Paid Time Off. - Paid holidays. - CPA exam support and continuing education reimbursement. - Ongoing technical training and mentorship. - Fully remote work environment. - Clear career progression to Senior Associate, Manager, and beyond.

• Lead and Manage Integrations: Oversee all integration activities for newly acquired firms, including creation and alignment of the integration approach, and ensuring timely and effective execution across accounting, finance, IT, compliance, HR, and operational functions • Project Management Excellence: Drive each integration as a structured, high-stakes project—setting clear timelines, defining workstreams, tracking milestones, managing risks, communicating to stakeholders, and ensuring cross-functional accountability from start to finish • Partner Relationship Management: Serve as the primary point of contact for integration with each acquired firm’s Managing Partner and leadership team, developing strong and collaborative relationships from Day 1 • Cross-Functional Coordination: Act as the integration quarterback—coordinating efforts across functional departments and ensuring accountability for deliverables from both corporate and firm-based teams • Cultural Integration: Support softer elements of integration, including partner onboarding, firm communications, cultural assimilation, and change management • Playbook Execution & Continuous Improvement: Apply and continuously refine our integration playbook. Identify risks, escalate issues early, and develop creative solutions to integration challenges • Progress Reporting: Regularly report integration status, risks, and opportunities to the Regional VP, CEO, and firm Managing Partners, and ensure key milestones are tracked and met • Regional Alignment: Collaborate with our firms to ensure consistency and best practice sharing across integrations

• Support Integration Execution: Support deal leads and the IMO in executing integration activities for newly acquired firms—tracking workstreams, coordinating deliverables, and helping ensure timely execution across accounting, finance, IT, compliance, HR, and operational functions. • Project Management Excellence: Drive each integration as a structured, high-stakes project—setting clear timelines, defining workstreams, tracking milestones, managing risks, communicating to stakeholders, and ensuring cross-functional accountability from start to finish. • Partner Relationship Management: Support deal leads in managing relationships within Current, and where applicable, with each acquired firm’s leadership team. • Cross-Functional Coordination: Support the integration lead in coordinating efforts across functional departments—tracking open items, following up on deliverables, and maintaining accountability from both corporate and firm-based teams. • Playbook Execution: Execute our integration playbook and provide feedback for continuous improvement. Identify risks, escalate issues early, and develop creative solutions to integration challenges. • Progress Reporting: Maintain integration status trackers and prepare reporting materials for deal leads and direct management—ensuring key milestones, risks, and open items are clearly documented and communicated. • IMO Support & Alignment: Support the IMO in maintaining consistency across integrations, sharing learnings between deal teams, and ensuring adherence to established playbooks and processes. • Cultural Integration: Support softer elements of integration, including partner onboarding, firm communications, cultural assimilation, and change management.

• Own the full communications lifecycle for new joiner firms: internal staff messaging, client communications, public announcement templates, and leadership scripts. • Coordinate cross-channel timing across email, website, intranet, social, and press to ensure synchronized rollout. • Manage HubSpot email deployment for joiner firm announcements, newsletters, and milestone messaging. • Own all content, decks, and collateral used for firm visits, leadership sessions, discovery workshops, and executive presentations. • Coordinate with internal stakeholders to gather content; develop, package, design, and proof decks and leave-behinds. • Manage production through internal resources or external creative vendors to ensure consistency, quality, and brand alignment. • Manage Current’s enterprise communications calendar, including employee updates, leadership messages, Lunch & Learns, joiner communications, newsletters, and milestones. • Develop and support content for monthly All-Hands: presentation creation, PPT design, speaker coordination, and post-meeting recaps. • Coordinate closely with HR and Integration teams to align messaging around culture, onboarding, benefits, talent branding, and shared initiatives. • Oversee calendar synchronization with social, website, and internal comms to align joiner firm announcements, leadership updates, acquisitions, events, and strategic milestones. • Liaise with social media vendor and website vendor to maintain consistency across public channels. • Plan, schedule, and promote Current podcasts and digital series, including episode packaging and internal/external promotion. • Maintain brand voice, messaging standards, and formatting across all communications—internal and external. • Manage and evolve communication templates, presentation style guides, announcement kits, and executive messaging scripts. • Collaborate with design partners to ensure decks, newsletters, and announcements are executive-ready, visually aligned, and on-brand.

• Proactively identify and engage passive candidates for accounting roles (e.g., Tax, Audit, Accountants, etc.) through online platforms (LinkedIn, job boards, databases), and social media. • Develop and maintain a talent pipeline of qualified candidates for current and future accounting roles. Build long-term relationships with potential candidates. • Conduct initial resume screenings and preliminary interviews to assess candidate qualifications, skills, and culture fit. • Assist with scheduling interviews and coordinating with hiring manager calendars. • Onboard new hires in the system and work closely with the HR team to ensure the firm is providing a positive candidate onboarding experience. • Work closely with the recruiting team and hiring managers to understand the specific requirements of each position, including technical skills, experience, and certifications. • Actively promote the company’s values, culture, and opportunities to attract high-quality accounting talent. Share company updates and news via social media and professional networks. • Stay up to date with trends in accounting, compensation, competitor hiring, and industry shifts. Provide insights on market conditions and salary trends to inform recruiting strategies. • Maintain accurate records of candidate interactions, activities, and progress using the Applicant Tracking System (ATS). Provide regular updates to the recruiting team on sourcing progress.

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.