DIRECTOR, TAX MANAGER

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

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: Director, Tax ManagerLocation: 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 responsible for providing strategic tax planning and consulting services tailored to the unique needs of affluent clients, including overseeing 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 the management of client relationships and contributes to business development efforts, manages and develops tax team members, coordinates 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 ResponsibilitiesReview all tax deliverables - returns and related filings (extensions, etc.) for assigned clients/entities. Maintain work standards that minimize risk exposureProvide detailed focus on assigned projects, and alert team of technical tax issues that may arise; participate in discussions regarding resolution of tax issuesManage 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 seasonsFoster strong relationships with clients and external professionals to enhance firm visibility and growth.Coordinate with financial advisors, attorneys, and other professionals on integrated wealth planning strategies.Apply our comprehensive approach by identifying potential tax issues and coming up with possible solutionsDeliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (leaders) 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 issues, including related Memo of AdviceSupport management of existing client revenue through review of work in progress (WIPs) and preparation of billings for special projects/consulting services provided to the clientProactively communicate areas where technical tax knowledge is needed, and work with leaders to determine personal developmentMentor and help train and supervise tax associates/seniorsDevelop tax knowledge by applying technical skills to assigned projects under guidance from leaders; This individual gains an understanding of the client’s financial, business and family goalsReview tax deliverables including but not limited to: review of work papers, review of data input to tax return software program, i.e. CCH Axcess and printing of all applicable filings/returns for review/signingEnsure 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 desirable10 years of 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 $190,000 - $250,000. 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