Jobs at Current Real Estate Advisors

Join Cross Financial to transition and retain your transferable book of business while delivering comprehensive wealth management. Maintain client ownership, earn 60–80%+ payouts, collaborate with senior advisors, and pursue leadership and equity opportunities. Ideal for experienced advisors with strong client retention and custodian platform experience.

Prepare and review federal, state, and multi-state tax returns for businesses and high-net-worth individuals; convert trial balances to tax workpapers; perform tax research; assist with FBAR filings; communicate with clients; and collaborate with senior staff to ensure accurate, timely filings while staying current on tax regulations.

Partner with the RVP to deploy standardized operations across portfolio firms: improve billing/collections, reduce DSO, manage WIP, coordinate FP&A/Controller support, HR/legal/tech integration, build capacity for tuck-in acquisitions, and provide firm-level KPI insights and operational accountability.

Lead regional revenue growth through GTM execution, firm-level sales enablement, cross-sell activation, and tuck-in M&A readiness. Deploy Tech AI and Global Delivery, manage regional growth initiatives, and act as strategic partner to the RVP, driving pipeline, CRM adoption, and measurable revenue outcomes.

Lead tax operations and resource management across multiple offices: maintain tax policies and software, manage workflows and signatures, allocate and forecast staffing, train and mentor staff, track utilization and deadlines, support tax production and e-filing, and coordinate cross-functional staffing and training initiatives to optimize productivity and compliance.

Senior tax leader providing advanced international, federal, state, partnership, fund, and UHNW tax planning, compliance, and controversy services. Advises on cross-border structuring, fund and partnership arrangements, transactional tax accounting, voluntary disclosures, and IRS controversy. Builds and grows client relationships and a substantial book of business, leads practice strategy, mentors senior staff, collaborates with audit and legal teams, and develops innovative tax solutions and thought leadership.

Lead full-cycle recruiting for accounting roles: proactively source passive candidates, build talent pipelines, screen resumes, conduct preliminary interviews, coordinate interviews, deliver offers, support onboarding, maintain ATS records, and advise hiring managers on market and compensation trends.

Provide client-facing tax planning, consulting, and compliance services to veterinary practice clients. Manage multiple tax engagements, prepare and review returns, research complex tax issues, foster strong client relationships, and support business development in collaboration with partners and staff. Work fully remote within a growth-focused, team-oriented environment and meet busy-season scheduling demands.

Lead tax engagements including preparing and reviewing federal and multistate business returns (1120, 1120S, 1065), individual returns, tax projections, client financial analysis, tax planning advice, and mentoring junior staff.