Associate, Tax Analyst

About Cresset 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.

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. Recognized by Barron’s among the nation’s top multi-family offices,
* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Position Summary Position:
Associate, Tax Analyst

Location:

Bellevue, WA

Employment Type:

Full Time

Job Description Our team members help our clients define and meet their financial goals. We provide a diverse range of family office services including tax compliance, bill pay, payroll, and expense management, philanthropic advising, and estate planning. Our integrated suite of services is customized to fit the many needs of ultra-affluent individuals and their complex lifestyles. We assist in developing solutions for every phase of our client’s financial matters.

This role is supporting strategic tax planning and consulting services tailored to the unique needs of affluent clients, including the preparation and review of complex tax deliverables, providing technical tax guidance, and ensuring timely, accurate, and high-quality work that meets client and firm standards. The position also supports client relationships, tax team members, client engagements and workflow, and partners with senior leaders to proactively identify and resolve tax issues while delivering comprehensive solutions aligned with clients’ financial, business, and family goals.

Key Responsibilities Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modifiy 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, and/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…