ASSOCIATE, TAX ANALYST

Cresset; Bellevue (WA); On-site; USD 70,000 - 90,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

Life insurance

401(k) retirement plan

Health savings accounts (HSA)

Job summary

Cresset, a premier multi-family office in Bellevue, WA, is seeking an Associate, Tax Analyst. This role supports strategic tax planning for ultra-affluent clients, prepares complex deliverables, and coordinates with the tax team and partners to ensure high-quality work.

You will work on tax returns, help manage client engagements, and develop expertise under senior leadership. Competitive salary and comprehensive benefits are offered.

Qualifications

• Bachelor’s degree in Finance, Business Management, Economics or Accounting preferred
• MBA or MST a plus; CPA desirable
• Minimum of 2 years experience in individual, fiduciary and entity tax compliance and issues
• Strong accounting and analytical skills; client-service orientation and problem-solving abilities
• Excellent written and verbal communication; highly organized and self-motivated

Responsibilities

• Prepare tax deliverables and returns for assigned clients with accuracy and on schedule.
• Maintain high work standards to minimize risk exposure.
• Communicate technical tax issues and resolutions with tax management and partners.
• Research technical tax issues and support client service team.
• Develop networks with internal and external professionals to grow business.
• Mentor and train junior tax associates.
• Ensure timely work papers, data entry, and filings using tax software (e.g., Go Systems).

Skills

Analytical skills

Communication skills

Time management

Client service orientation

Problem solving

Proactive / self-starting

Ownership mindset

Written and verbal communication

Education

Bachelor's degree in Finance or Accounting

MBA or MST a plus; CPA desirable

Tools

Go Systems

Job description

About CressetCresset 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 SummaryPosition: Associate, Tax AnalystLocation: Bellevue, WAEmployment Type: Full TimeJob DescriptionOur 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 ResponsibilitiesPrepare 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 exposureProvide 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 issuesBegin 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 PartnerDeliver 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 situationsDevelop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issuesSupport 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 clientBegin 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 opportunitiesProactively communicate areas where technical tax knowledge is needed, and work with Manager/Senior Manager/Partner to determine personal developmentMentor and help Managers train and supervise tax associatesDevelop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Senior Manager/Partner; This individual gains an understanding of the client’s financial, business and family goalsPrepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager, Senior Manager, or PartnerEnsure accuracy of all tax deliverables and consistency of the design and content of presentations and work papersQualificationsBachelor’s degree in Finance, Business Management, Economics or Accounting preferredMBA or MST a plus; CPA desirableMinimum of 2 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 skillsStrong time, effort and work management skills; pro-active, organized, and self-starting.Ability to operate with a high degree of ownership in a fast-paced, evolving environmentClear alignment with Cresset’s values of client-first excellence, partnership, collaboration, and continuous improvement.What We Offer: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. Starting base salary is $70,000 - $90,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. Cresset offers a competitive compensation package including an annual incentive 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.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.Everything Starts With Culture.Our VisionWe exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.Our Values*Disclosures related to awards, recognitions, and rankings available here.*Barron's Top 100 RIA Firms (issued 09.2026). Based on data from July of the prior year through June of the award year. Rankings are determined using a proprietary methodology that considers qualitative and quantitative factors. Cresset paid a licensing fee to use the Barron's award logos.**Wealth Optimized, Life Elevated refers to the firm’s philosophy and process in providing advisory and planning services and is not intended to convey a guarantee of results.Cresset refers to Cresset Capital Management, LLC and its respective direct and indirect subsidiaries and controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.