Cresset
Job Description
Cresset is seeking a Director of Tax Services to join its growing Tax Services team. As a senior member of the team, the Director will lead and execute complex tax compliance engagements for ultra-high-net-worth (UHNW) individuals, families, and their entities. This is a highly engaged, execution-oriented role: the Director will be directly responsible for the preparation and review of client tax returns, ensuring accuracy and timeliness, while managing related compliance processes and providing strategic tax planning and advisory support. This position is client-facing and requires exceptional technical expertise combined with strong relationship management skills.
Primary Responsibilities
Lead and execute client tax compliance engagements, including the preparation and review of complex federal, state, and local tax returns for UHNW individuals, trusts, partnerships, closely held corporations, and private foundations.
Oversee and participate in all phases of the compliance process, from data collection and workpaper development to final filing, ensuring precision and timeliness.
Ensure the accurate and timely completion of all client tax filings and related compliance obligations across multiple jurisdictions.
Conduct in-depth research and resolve technical tax issues that arise during the compliance process.
Collaborate with internal family office professionals and external advisors to integrate tax compliance with broader wealth planning strategies.
Maintain comprehensive knowledge of evolving tax laws, regulations, and filing requirements to ensure compliance and identify planning opportunities.
Utilize advanced technology and best practices to enhance efficiency, streamline workflows, and scale the tax function.
Build and sustain strong client relationships, serving as a trusted resource for complex tax matters and compliance strategy.
Qualifications
Bachelor’s degree in Accounting or related field; CPA required (JD/LLM or advanced tax degree preferred).
8+ years of experience in tax compliance for UHNW individuals and complex entities.
Deep understanding of integrated family wealth planning, including estate and financial planning.
Expertise in incentive stock options, equity compensation models, and QSBS stock.
Experience with complex Schedules K-1, foreign reporting, and multi-state filings.
Ability to operate independently, manage multiple priorities, and thrive in a fast-paced environment.
Familiarity with UltraTax and/or CCH Axcess preferred.
Proficiency in Microsoft Office Suite and ability to adopt new technology quickly.
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 range: $175,000 - $200,000. 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. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity It 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.
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Primary Responsibilities
Lead and execute client tax compliance engagements, including the preparation and review of complex federal, state, and local tax returns for UHNW individuals, trusts, partnerships, closely held corporations, and private foundations.
Oversee and participate in all phases of the compliance process, from data collection and workpaper development to final filing, ensuring precision and timeliness.
Ensure the accurate and timely completion of all client tax filings and related compliance obligations across multiple jurisdictions.
Conduct in-depth research and resolve technical tax issues that arise during the compliance process.
Collaborate with internal family office professionals and external advisors to integrate tax compliance with broader wealth planning strategies.
Maintain comprehensive knowledge of evolving tax laws, regulations, and filing requirements to ensure compliance and identify planning opportunities.
Utilize advanced technology and best practices to enhance efficiency, streamline workflows, and scale the tax function.
Build and sustain strong client relationships, serving as a trusted resource for complex tax matters and compliance strategy.
Qualifications
Bachelor’s degree in Accounting or related field; CPA required (JD/LLM or advanced tax degree preferred).
8+ years of experience in tax compliance for UHNW individuals and complex entities.
Deep understanding of integrated family wealth planning, including estate and financial planning.
Expertise in incentive stock options, equity compensation models, and QSBS stock.
Experience with complex Schedules K-1, foreign reporting, and multi-state filings.
Ability to operate independently, manage multiple priorities, and thrive in a fast-paced environment.
Familiarity with UltraTax and/or CCH Axcess preferred.
Proficiency in Microsoft Office Suite and ability to adopt new technology quickly.
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 range: $175,000 - $200,000. 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. Aligning employee and organizational interests, all employees receive equity in Cresset.
Equal Employment Opportunity It 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.
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