ASSOCIATE DIRECTOR ,TAX SERVICES

Cresset Capital•Bellevue, WA

1d•$150,000 - $180,000•Onsite

About The Position

Cresset is an independent multi-family office and private investment firm providing customized family office services to affluent clients. The Associate Director, Tax Services provides strategic tax planning and consulting tailored to client needs, reviews tax work papers and deliverables, supports accurate and timely tax filings, and identifies potential tax issues and solutions in collaboration with senior tax leaders. The role supports client relationship management and business development, coordinates engagements and workflow, guides and develops junior team members, and builds technical expertise while learning each client’s financial, business, and family goals. The position works with clients and external professionals, including financial advisors and attorneys, to coordinate integrated wealth planning strategies. It manages assigned staff and client/entity due dates, helps maintain quality and risk controls, and supports existing client revenue through review of work in progress. The role is based in Bellevue, Washington, and is full-time.

Requirements

Bachelor’s degree in Finance, Business Management, Economics, or Accounting preferred.
Seven years of experience with individual, fiduciary, and entity tax compliance and tax issues.
Strong accounting and analytical skills.
Basic knowledge of financial and estate planning.
Client-service orientation and creative problem-solving skills.
Strong written and verbal communication skills.
Strong time, effort, and work-management skills; proactive, organized, and self-starting.
Ability to operate with a high degree of ownership in a fast-paced, evolving environment.
Alignment with Cresset’s values of client-first excellence, partnership, collaboration, and continuous improvement.

Nice To Haves

MBA or Master of Science in Taxation (MST).
Certified Public Accountant (CPA) credential.

Responsibilities

Review tax returns and related filings, including extensions, for assigned clients and entities.
Maintain work standards that minimize risk exposure.
Focus on assigned projects and alert the Senior Manager or Leader to technical tax issues; participate in discussions about their resolution.
Build 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 and entities and coordinate due dates and staffing schedules with other Managers and Senior Managers.
Identify potential tax issues and develop possible solutions for review with the Tax Senior Manager or senior leaders.
Deliver timely, high-quality tax returns and work papers that meet internal and client expectations.
Apply tax knowledge to individual client situations.
Research technical tax issues and help the client service team form conclusions on complex matters, including preparing related memoranda of advice.
Support management of existing client revenue by reviewing work in progress.
Communicate areas where additional technical tax knowledge is needed and work with senior leadership on personal development.
Mentor, train, and supervise tax associates and seniors.
Develop tax knowledge and apply technical skills to assigned projects under direct guidance from the Senior Manager or Leader; build understanding of clients’ financial, business, and family goals.
Review tax work papers, data entered into tax return software such as CCH Axcess, and applicable filings and returns for review by the Tax Senior Manager or Leader.
Ensure the accuracy of tax deliverables and consistency in the design and content of presentations and work papers.