Director, Tax Strategy & Wealth Planning
Listed on 2026-11-05
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Finance & Banking
Wealth Management -
Management
Wealth Management
Cresset, based in Bellevue, WA, seeks an experienced Director, Tax Manager to lead strategic tax planning for ultra-affluent clients and oversee complex returns. You will manage a tax team, coordinate engagements with financial advisors and attorneys, ensure timely, high-quality work, and drive business development while aligning with the firm’s client-first culture.
This role requires excellent communication, mentoring, and deep knowledge of fiduciary and entity tax issues.
Consider building your career as a Director, Tax Strategy & Wealth Planning at CCM ADMINISTRATIVE SERVICES LLC.
We aim to respond to suitable candidates as soon as possible.
Full responsibilities and requirements are described in the listing above.
Learn more about the Director, Tax Strategy & Wealth Planning role in the description above.
We appreciate your interest in this position.
Join CCM ADMINISTRATIVE SERVICES LLC and contribute to our ongoing work.
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