ASSOCIATE, TAX SENIOR

Associate, Tax Senior

Palo Alto Office - Palo Alto, CA 94306

Overview

Salary Range $90,000.00 - $125,000.00 Salary/year Level Experienced

Description

About Cresset

Cresset 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 optimizedintegrated, 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.

Proudly owned by our clients and employees, Cresset was built to endure. We are creating a 100+ year firmone focused on delivering an exceptional experience, not only for the families we serve but for the team that serves them. Recognized by Barron's and Forbes among the nation's top RIA firms, and as one of the industry's best places to work, Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

Key Responsibilities

• Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager/Senior Manager/Partner. Maintain work standards that minimize risk exposure
• Provide 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 issues
• Begin to learn and apply RFA's comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager, Senior Manager, or Partner
• Deliver 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 situations
• Develop ability to research technical tax issues and assist client service team in forming conclusions related to complex tax issues
• Support 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 client
• Begin 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 opportunities
• Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Senior Manager/Partner to determine personal development
• Mentor and help Managers train and supervise tax associates

Accountabilities

• Develop 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 goals
• Prepare 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 Partner
• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Qualifications

Qualifications

Knowledge:

• BA/degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
• Minimum 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.

Skills:

• Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

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 $90,000 - $125,000. 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.

Everything Starts With Culture.

Our Vision

We exist to optimize wealth and elevate lifegiving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values