Director, Tax Manager

Cresset Capital•Reston, VA

12d

About The Position

Cresset is seeking a Director, Tax Manager to join its growing Tax Services team. This senior, client-facing role leads and executes complex tax compliance engagements for ultra-high-net-worth (UHNW) individuals, families, and their entities. The Director is directly responsible for preparing and reviewing client tax returns, managing related compliance processes, and providing strategic tax planning and advisory support while ensuring accuracy and timely filing. The Director collaborates with internal family office professionals and external advisors to deliver an integrated tax experience. The role uses technology and best practices to improve efficiency and scale the tax function. The Director will also help shape the team’s capabilities, contribute to thought leadership, enhance the client experience, and support the long-term vision and growth of the tax practice. The position reports directly to the Managing Director, Head of Tax.

Requirements

Bachelor’s degree in Accounting or a related field.
CPA required.
At least 8 years of experience in tax compliance for UHNW individuals and complex entities.
Deep understanding of integrated family wealth planning, including estate and financial planning.
Expertise in incentive stock options, equity compensation models, and QSBS stock.
Experience with complex Schedules K-1, foreign reporting, and multi-state filings.
Ability to work independently, manage multiple priorities, and thrive in a fast-paced environment.
Proficiency in Microsoft Office Suite and ability to adopt new technology quickly.
Exceptional technical expertise and strong relationship management skills.

Nice To Haves

JD/LLM or an advanced tax degree.
Familiarity with UltraTax and/or CCH Axcess.

Responsibilities

Lead and execute tax compliance engagements, including preparing and reviewing complex federal, state, and local tax returns for UHNW individuals, trusts, partnerships, closely held corporations, and private foundations.
Oversee and participate in all phases of compliance, from data collection and workpaper development through final filing.
Ensure accurate and timely completion of client tax filings and related compliance obligations across multiple jurisdictions.
Research and resolve technical tax issues arising during the compliance process.
Collaborate with internal family office professionals and external advisors to integrate tax compliance with broader wealth planning strategies.
Maintain knowledge of evolving tax laws, regulations, and filing requirements to ensure compliance and identify planning opportunities.
Use technology and best practices to improve efficiency, streamline workflows, and scale the tax function.
Build and sustain client relationships, serving as a trusted resource for complex tax matters and compliance strategy.
Help evolve the team’s capabilities, contribute to thought leadership, enhance the client experience, and support the growth and long-term vision of the tax practice.