Senior Tax Strategy Director - Private Wealth

Cresset; Bellevue (WA); Vor Ort; USD 150.000 - 180.000; Vollzeit

Benefits dieser Stelle

Medical insurance

Dental insurance

Vision insurance

401(k) retirement plan

Health savings account

Zusammenfassung

Cresset, a leading multi-family office and private investment firm, seeks a strategic tax professional to deliver tax planning and consulting for affluent clients. You will review tax work papers, ensure timely filings, and collaborate with senior leaders on complex issues.

The role supports client relationships, coordinates with wealth-planning professionals, and mentors junior team members while contributing to business development and service excellence.

Qualifikationen

• Bachelor’s degree in Finance, Business Management, Economics or Accounting preferred.
• 7 years of experience dealing with individual, fiduciary and entity tax compliance and tax issues.
• Strong accounting and analytical skills; knowledge of financial and estate planning.
• Client service orientation with problem-solving, written and verbal communication skills.
• Organized, proactive, and able to work in a fast-paced environment.
• Alignment with values of client-first excellence, partnership and collaboration.

Aufgaben

• Review tax deliverables including returns and related filings for assigned clients/entities.
• Identify tax issues and coordinate with Senior Manager/Leader on resolutions.
• Foster relationships with clients and external professionals to support growth.
• Coordinate with financial advisors and attorneys on integrated wealth planning strategies.
• Mentor and supervise tax associates/seniors; develop junior staff.
• Deliver high-quality tax work papers and returns; ensure accuracy and consistency.

Kenntnisse

Accounting

Analytical skills

Client service

Time management

Communication

Ausbildung

Bachelor’s degree in Finance, Business Management, Economics or Accounting preferred

Tools

CCH Axcess

Jobbeschreibung

Cresset, a leading multi-family office and private investment firm, seeks a strategic tax professional to deliver tax planning and consulting for affluent clients. You will review tax work papers, ensure timely filings, and collaborate with senior leaders on complex issues.

The role supports client relationships, coordinates with wealth-planning professionals, and mentors junior team members while contributing to business development and service excellence.