Director, Tax Manager

About CressetPrivate equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cresset’s inception in 2017, the firm has grown to over 450 team members in more than fifteen offices throughout the United States. Cresset ranks #9 on Barron’s list of the top 100 RIA firms.

Cresset is seeking an individual that will provide tax return review for client families, act as an advisor to the Trust Officers on tax matters for client families and serve as a liaison with tax authorities to resolve issues, as necessary. The Director will provide sophisticated tax planning, compliance, and research services to ultra-high net worth clients, and collaborate with the Managing Directors and family office peers to offer integrated wealth planning. This position will report directly to the Managing Tax Director, and compensation is commensurate with education/accreditation and relevant work experience.

ResponsibilitiesTaxTax Organizer process and completion for designated clientsPersonal and Trust returnsrental income/expense summaries for clientspersonal income tax projections and estimate calculations through BNA tax projection softwaretax estimates, and cost basis spreadsheetsthe personal quarterly tax estimate processand modify quarterly tax reservesand review Common Trust Funds returnsand review trust tax estimate calculationsCPA Invoice Billing Spreadsheetcompliance with General Excise and Accommodations tax filingscompliance with 1042-S filingresearch on tax law, as it relates to specific client issues or as assignedtraining to tax team and office on software, processes and tax lawwith outside CPAs, clients, and other entities on return status, open items, and missing information

OtherAssist trust officers with client tax mattersCorrespond with foreign, IRS and State taxing authorities regarding tax notices and auditsAct as tax liaison on estate mattersReview estate and gift tax returnsPrepare estate, gift and GST tax analysis for clients

Qualifications & CharacteristicsA Bachelor’s degree in accounting or a related fieldCPA certification 7+ years’ relevant business tax experience with extensive individual and tax trust knowledge, of which a significant amount is in serving high net worth individualsA Masters or JD in tax, estate planning, or a related field is a plusA thorough understanding of integrated family wealth planning, including estate and financial planning knowledge of tax code, compliance and procedures for individuals and trusts with U.S. federal, state and local reporting requirementsStrong experience with a variety of tax operations and ability to drive process improvementsAbility to utilize project management and accounting best practices to organize and prioritize tasks and the tasks of other tax team membersThe ability to operate in a dynamic and fast-paced environment is essential Proven ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrityFamiliarity with UltraTax or ProSystems a plusProficient in the use of Salesforce, One Source Tax and Accounting software, Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office technology

What We OfferCresset offers a competitive compensation package including a discretionary bonus program and a benefits package to all full-time employees including medical, dental, vision, life insurance, 401(k) retirement plan, health savings accounts, short and long-term disability insurance, voluntary critical and accident insurance, and pre-tax parking and transportation programs. Aligning employee and organizational interests, all employees receive equity in Cresset.

Equal Employment OpportunityIt is the policy of Cresset to ensure equal employment opportunity (EEO) for all employees and applicants for employment without regard to race, color, religion, sex, pregnancy (including childbirth, lactation, or related conditions), national origin or ancestry, age, disability, veteran status, uniformed servicemember status, sexual orientation, gender identity, status as a parent, genetic information (including testing and characteristics), or any other characteristic protected by applicable federal, state, or local law. It is Cresset’s policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.