ASSOCIATE, TAX ANALYST

Cresset Capital•Bellevue, WA

1d•$70,000 - $90,000•Onsite

About The Position

Cresset is an independent multi-family office and private investment firm providing personalized services to affluent clients. The Associate, Tax Analyst supports strategic tax planning and consulting for clients, including preparing and reviewing complex tax deliverables, providing technical tax guidance, and ensuring timely, accurate, high-quality work. The role supports client relationships, tax team members, engagements, and workflow, and works with senior leaders to identify and resolve tax issues with solutions aligned to clients’ financial, business, and family goals. The position prepares tax returns and related filings for assigned clients and entities, including extensions, work papers, and other deliverables. It applies tax knowledge to client situations, develops research and issue-resolution skills, supports client billing and workflow, and builds working relationships with internal and external parties. Work is performed under the guidance of a Tax Manager, Senior Manager, or Partner.

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.
MBA or Master of Science in Taxation (MST).
CPA.

Responsibilities

Prepare tax returns and related filings, including extensions, for assigned clients and entities, and 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 develop 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 the client service team in forming conclusions on complex tax 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 and external parties, including attorneys and brokers, that may support existing business or future business opportunities.
Communicate areas where additional technical tax knowledge is needed and work with a Manager, Senior Manager, or Partner to determine personal development needs.
Mentor and help Managers train and supervise tax associates.
Develop tax knowledge by applying technical skills to assigned projects under direct guidance, while building an understanding of clients’ financial, business, and family goals.
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.