Director, Tax Manager

Cresset Capital•Bellevue, WA

12d

About The Position

Cresset is an independent multi-family office and private investment firm providing customized family office services to affluent clients. The Director, Tax Manager provides strategic tax planning and consulting tailored to client needs, oversees the preparation and review of complex tax deliverables, provides technical tax guidance, and ensures work is timely, accurate, and meets client and firm standards. The role supports client relationship management and business development, manages and develops tax team members, coordinates client engagements and workflow, and partners with senior leaders to identify and resolve tax issues. The role’s work is aligned with clients’ financial, business, and family goals. The position is based in Bellevue, Washington. Cresset offers a starting base salary of $190,000–$250,000, with the amount determined by factors including experience, licenses or certifications, industry knowledge, and geographic location. Full-time employees are offered a competitive compensation package, including an annual incentive and benefits.

Requirements

Bachelor’s degree in Finance, Business Management, Economics, or Accounting preferred.
10 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) 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, alert the team to potential technical tax issues, and participate in discussions about resolving them.
Manage staff assigned to clients and entities, track due dates, and coordinate staffing schedules with other Managers and Senior Managers.
Build strong 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.
Identify potential tax issues and develop possible solutions tailored to client situations.
Deliver timely, high-quality tax returns and work papers that meet or exceed internal and client expectations.
Research technical tax issues and assist client service teams in reaching conclusions on complex issues, including preparing related memoranda of advice.
Support management of existing client revenue by reviewing work in progress and preparing billings for special projects and consulting services.
Communicate areas where technical tax knowledge is needed and work with leaders to determine personal development needs.
Mentor, train, and supervise tax associates and seniors.
Develop tax knowledge by applying technical skills to assigned projects under leaders’ guidance and build an understanding of clients’ financial, business, and family goals.
Review work papers, data entered into tax return software, and applicable filings and returns before review and signing.
Ensure the accuracy of tax deliverables and consistency in the design and content of presentations and work papers.