Director, Senior Tax Manager

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.

Proudly owned by our clients and employees, 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 and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,
* Cresset is guided by long‑term relationships, shared success, and a belief that wealth should serve a life well lived.

Position: Senior Tax Manager

Reports to: Executive Managing Director, Rosewood Family Advisors

Location: Palo Alto or San Francisco

Employment Type: Full Time

Responsible for review of work papers and client deliverables (i.e. tax returns), coordination of client projects and due dates. This individual directly supports the Client Service Partner.

• Review all tax deliverables - returns and related filings (extensions, etc.) for assigned clients/entities. Maintain work standards that minimize risk exposure
• Provide detailed focus on assigned projects, and alert the Partner of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
• Manage staff assigned to clients/entities as well as the various due dates; coordinate staffing schedules with other Managers/Senior Managers to keep staff busy and flatten the peak busy seasons
• Apply RFA’s comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Partner
• Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (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, including related Memo of Advice
• 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
• Proactively communicate areas where technical tax knowledge is needed, and work with Partner to determine personal development
• Mentor and help train and supervise tax associates/seniors

• Develop tax knowledge by applying technical skills to assigned projects under guidance from the Partner;
  This individual gains an understanding of the client’s financial, business and family goals
• Review tax deliverables: multitasking review of work papers, review of data input to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review/signing by the Partner
• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

• BA/degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
• 10 years experience dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning financial & estate planning.

• Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

At Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a…