Director of Tax Strategy & Planning

Cresset; Bellevue (WA); On-site; USD 190,000 - 250,000; Full time

Benefits offered by this job

Medical insurance

Dental insurance

Vision insurance

401(k) plan

Parking

Job summary

Cresset, a premier multi-family office in Bellevue, WA, seeks a Director, Tax Manager to lead strategic tax planning and review complex deliverables for ultra-affluent clients. The role emphasizes excellence in service, technical depth, and leadership across the tax team.

You will oversee tax deliverables, mentor associates, and coordinate with advisors to deliver integrated wealth planning solutions, while supporting client relationships and business development in a fast-paced environment.

Qualifications

• Must have extensive experience in individual, fiduciary, and entity tax compliance and planning.
• Strong leadership and mentoring abilities for tax associates/seniors.
• Proactive, organized, and able to manage multiple client engagements.

Responsibilities

• Review tax returns and related filings for assigned clients/entities.
• Lead tax planning and consulting for affluent clients.
• Develop staff and manage client relationships to support growth.

Skills

Tax planning

Tax compliance

Client service

Leadership

Communication

Education

Bachelor's degree in Finance/Accounting

MBA or MST a plus; CPA desirable

Tools

CCH Axcess

Job description

Cresset, a premier multi-family office in Bellevue, WA, seeks a Director, Tax Manager to lead strategic tax planning and review complex deliverables for ultra-affluent clients. The role emphasizes excellence in service, technical depth, and leadership across the tax team.

You will oversee tax deliverables, mentor associates, and coordinate with advisors to deliver integrated wealth planning solutions, while supporting client relationships and business development in a fast-paced environment.