ASSOCIATE, TAX SENIOR
About The Position
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. Proudly owned by our clients and employees, 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. Our commitment to clients has earned recognition by Barron’s and Forbes, listing us among the nation’s top RIA firms. Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. Learn more at www.cressetcapital.com.
Requirements
- BA/degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
- Minimum of 2 years experience dealing with individual, fiduciary and entity tax compliance and tax issues.
- Strong accounting and analytical skills, basic knowledge concerning financial & estate planning.
- Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work
Responsibilities
- Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager/Senior Manager/Partner.
- Maintain work standards that minimize risk exposure
- Provide detailed focus on assigned projects, and alert the Manager/Senior Manager/Partner of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
- Begin to learn and apply RFA’s comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager, Senior Manager, or Partner
- Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Manager/Senior Manager/Partner) 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
- Support management of existing client revenue through review of work in progress (WIP's) and preparation of billings for special projects/consulting services provided to the client
- Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
- Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Senior Manager/Partner to determine personal development
- Mentor and help Managers train and supervise tax associates
- Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Senior Manager/Partner; This individual gains an understanding of the client’s financial, business and family goals
- Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager, Senior Manager, or Partner
- Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
