Jobs at Current Real Estate Advisors

Manage day-to-day financial operations for entertainment clients, including bookkeeping, reconciliations, AP/AR, payroll, tour accounting, 1099 preparation, financial reporting, client communication, and coordination with tax and internal teams to ensure accurate records and timely deliverables.

Oversee tax compliance, planning, and accounting for sophisticated/high-net-worth clients. Prepare and review individual, fiduciary, corporate, partnership, and multistate returns; apply current tax laws; mentor staff; coordinate complex accounting projects; use CCH tax products and other software to identify tax strategies and ensure accurate financial reporting.

Support financial statement audits, prepare workpapers and financial statements, perform audit testing and analytical procedures, research accounting/auditing issues, communicate with clients and teams, assist with engagement wrap-up, and participate in training and professional development.

Lead and scale HR operations across the employee lifecycle, including immigration (H-1B, PERM, green cards), HR Generalist team leadership, office management, compliance, process improvement, and HR systems. Build scalable workflows, partner with leaders and external counsel, and use data to drive operational efficiency and employee experience.

Prepare and review complex tax returns, projections, and models; identify tax risks and opportunities through research; manage projects and time, delegate to associates, mentor and develop team members, and stay current with tax authorities and industry trends.

Lead and manage audit engagements from planning through completion, supervise and mentor audit staff, serve as primary client contact, review workpapers and financial statements, resolve accounting and audit issues, ensure regulatory compliance, and contribute to process improvements and business development.

Support the Audit Manager by preparing and analyzing financial statements, performing balance sheet reconciliations, reviewing work-in-process and completed contract schedules, maintaining fixed asset schedules, developing analytical questions for account variances, and recommending process improvements to increase reporting efficiency and review readiness for construction market clients.

Supervise attest engagements (audits, reviews, compilations), review workpapers and financial statements for compliance, mentor staff, coordinate with clients, assist with planning, budgeting, and training to ensure quality and regulatory compliance.

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.

Oversee day-to-day accounting for assigned clients, manage month-end close, prepare and review financial statements, review bookkeeping, assist with payroll and reconciliations, communicate with clients, and drive process improvements.

Lead and manage audit engagements from planning through completion; supervise and mentor audit staff; serve as primary client contact; review workpapers and financial statements; resolve accounting and audit issues; ensure regulatory compliance; contribute to process improvements and business development.

Lead preparation and review of complex federal, state, and local tax returns for individuals and entities. Supervise and mentor junior staff, perform advanced tax research, support tax planning and client advisory, communicate with clients on tax matters, and contribute to training and development within the tax practice.

Perform audit procedures and assist through all stages of engagements; develop understanding of clients' businesses; ensure accuracy and compliance with GAAP and firm standards; support senior staff and may assist with tax returns. Pursue CPA licensure and professional development.

Lead and manage multiple audit engagements across a diverse client portfolio, performing risk assessments, developing audit plans, evaluating internal controls, testing transactions, and preparing financial statements. Provide recommendations to improve operations and compliance, maintain client relationships, and supervise and mentor audit staff while staying current on regulatory and industry changes. Commitment to professional ethics and potential career path to partner.

Review and approve complex federal, state, and local tax returns; provide technical guidance; research tax issues; identify tax-saving opportunities; manage engagement timelines; ensure compliance and quality; collaborate with teams and support process improvements.

Manage audit, review, and compilation engagements end-to-end; review workpapers and financial statements for compliance; serve as primary client contact; supervise and mentor staff; research accounting/auditing issues and ensure GAAP/GAAS compliance; manage deadlines, budgets, and practice improvements.

Support restructuring and litigation engagements by performing financial statement and cash flow analysis, building and maintaining financial models, preparing valuation and damages analyses, assisting with workouts and Chapter 11 cases, performing investigative due diligence on imperfect data, and drafting clear analytical reports and presentations while managing assigned workstreams under senior supervision.

Lead and review complex tax, audit, and accounting engagements; build client relationships; mentor staff; drive operational improvements; ensure compliance with tax laws and auditing standards.

Provide administrative and operational support to the tax department: prepare and track tax organizers and engagement letters, manage client document collection and electronic files, assist with tax return assembly, e-filing and delivery, monitor deadlines and workflow during tax season, communicate with clients about missing information and scheduling, and support tax partners with general office administration.

Provide administrative support to firm leadership and staff in an in-office accounting firm role. Duties include formatting financial statements, processing tax returns, managing ticketing requests, document management, client reception and communications, and supporting cross-functional projects while maintaining confidentiality and accuracy.