Teams 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.