Associate Director ,Tax Services

Cresset Capital•Bellevue, WA

11d

About The Position

Cresset is an independent multi-family office and private investment firm that provides personalized, client-first wealth and family office services. Its services include tax compliance, bill pay, payroll and expense management, philanthropic advising, and estate planning. The Associate Director, Tax Services provides strategic tax planning and consulting tailored to affluent clients. The role reviews tax work papers and client deliverables, supports accurate and timely tax filings, and identifies potential tax issues and solutions in partnership with senior tax leaders. It also supports client relationship management and business development, coordinates client engagements and workflow, and guides and develops junior team members. The successful candidate develops technical expertise and a strong understanding of each client’s financial, business, and family goals. This position is located in Bellevue, Washington, and is full-time. Starting base salary is $150,000–$180,000, with compensation based on factors including experience, licenses and certifications, industry knowledge, and geographic location. Cresset also offers an annual incentive and benefits to full-time employees.

Requirements

Seven years of experience dealing 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

Bachelor’s degree in Finance, Business Management, Economics, or Accounting preferred.
MBA or MST is a plus.
CPA is desirable.

Responsibilities

Review tax deliverables, including returns and related filings such as 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 resolving them.
Build relationships with clients and external professionals to support 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 track due dates; coordinate staffing schedules with Managers and Senior Managers.
Identify potential tax issues and possible solutions for review with Tax Senior Managers or Senior Leaders.
Deliver timely, high-quality tax returns and work papers that meet or exceed internal and client expectations.
Apply tax knowledge to individual client situations.
Research technical tax issues and assist the client service team in reaching conclusions on complex matters, including preparing related Memos 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 the Senior Manager or Leader to determine personal development needs.
Mentor, train, and supervise tax associates and seniors.
Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Senior Manager or Leader; develop an understanding of each client’s financial, business, and family goals.
Review 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.