Associate, Tax Analyst

Cresset Capital•Bellevue, WA

About The Position

Cresset is an independent multi-family office and private investment firm providing personalized family office services to affluent clients. The Associate, Tax Analyst supports strategic tax planning and consulting tailored to clients’ needs. The role prepares and reviews complex tax deliverables, provides technical tax guidance, and ensures timely, accurate, high-quality work. It also supports client relationships, tax team members, engagements, and workflow, while partnering with senior leaders to identify and resolve tax issues and develop solutions aligned with clients’ financial, business, and family goals. The analyst prepares tax returns and related filings, work papers, and other deliverables for assigned clients and entities, revising work in response to review by managers and partners. Under direct guidance, the analyst applies technical tax skills, develops research capabilities, identifies potential issues and possible solutions, and builds understanding of client goals. The role also supports billing and work-in-progress review, helps develop internal and external working relationships, communicates professional development needs, and assists with training and mentoring tax associates.

Requirements

At least 2 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 work 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

Prepare tax returns and related filings, including extensions, for assigned clients and entities; revise deliverables based on review by a Manager, Senior Manager, or Partner.
Maintain work standards that minimize risk exposure.
Focus on assigned projects and alert the Manager, Senior Manager, or Partner to technical tax issues; participate in discussions about resolving them.
Identify potential tax issues and possible solutions for review with a Tax Manager or Partner.
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 assist client service teams in developing conclusions on complex matters.
Support management of existing client revenue by reviewing work in progress and preparing billings for special projects and consulting services.
Build working relationships with internal colleagues and external parties, including attorneys and brokers, that may support existing business or new business opportunities.
Communicate areas where additional technical tax knowledge is needed and work with a Manager, Senior Manager, or Partner to determine personal development.
Mentor and help Managers train and supervise tax associates.
Prepare work papers, enter data into tax return software, and print applicable filings and returns for review.
Ensure the accuracy of tax deliverables and consistency in the design and content of presentations and work papers.
Develop an understanding of clients’ financial, business, and family goals.