ASSOCIATE DIRECTOR ,TAX SERVICES

About Cresset

Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are reimagining the way wealth is experienced. Our purpose is to help ensure that both wealth and life are fully optimized**—integrated, intentional, and aligned with each client’s vision of success.

We provide access to the caliber of talent, ideas, and investment opportunities typically available to the largest single-family offices and institutions. Our approach is personalized, entrepreneurial, and client-first.

Cresset was built to endure. We are creating a 100+ year firm—one focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron’s among the nation’s top multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Position Summary

Position: Associate Director, Tax Services

Location: Bellevue, WA

Employment Type: Full Time

Job Description

Our team members help our clients define and meet their financial goals. We provide a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters. This role is responsible for providing strategic tax planning and consulting services tailored to the unique needs of affluent clients, including reviewing tax work papers and client deliverables, supporting the preparation of accurate and timely tax filings, and identifying potential tax issues and solutions in partnership with senior tax leaders. The position also supports the management of client relationships and contributes to business development efforts, coordinates client engagements and workflow, provides day-to-day guidance and development to junior team members, and builds technical expertise while developing a strong understanding of each client’s financial, business, and family goals.

Key Responsibilities

• Review all tax deliverables - returns and related filings (extensions, etc.) for assigned clients/entities. Maintain work standards that minimize risk exposure

• Provide detailed focus on assigned projects, and alert the Senior Manager/Leader of technical tax issues that may arise; participate in discussions regarding resolution of tax issues

• Foster strong relationships with clients and external professionals to enhance firm visibility and growth.

• Coordinate with financial advisors, attorneys, and other professionals on integrated wealth planning strategies.

• Manage staff assigned to clients/entities as well as the various due dates; coordinate staffing schedules with other Managers/Senior Managers to keep staff busy and flatten the peak busy seasons

• Apply our comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Senior Manager or Senior Leaders

• Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Senior Manager/Leaders) and external (client) expectations. Apply tax knowledge to individual client situations

• Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues, including related Memo of Advice

• Support management of existing client revenue through review of work in progress (WIPs)

• Proactively communicate areas where technical tax knowledge is needed, and work with Senior Manager/Leader to determine personal development

• Mentor and help train and supervise tax associates/seniors

• Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Senior Manager/Leader; This individual gains an understanding of the client’s financial, business and family goals

• Review tax deliverables including but not limited to: review of work papers, review of data input to tax return software program, i.e. CCH Axcess and printing of all applicable filings/returns for review by the Tax Senior Manager/Leader

• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers