DIRECTOR, TAX SENIOR MANAGER

Director, Tax Senior Manager

Salary Range $215,000.00 - $300,000.00 Salary/year Level Experienced

Overview

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 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.

Proudly owned by our clients and employees, 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 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.

Position Summary

Position: Tax Senior Manager

Reports to: Executive Managing Director, Rosewood Family Advisors

Location: Palo Alto or San Francisco

Employment Type: Full Time

Job Description

Responsible for review of work papers and client deliverables (i.e. tax returns), coordination of client projects and due dates. This individual directly supports the Client Service Partner.

Key Responsibilities

• Review all tax deliverables - returns and related filings (extensions, etc.) for assigned clients/entities. Maintain work standards that minimize risk exposure
• Provide detailed focus on assigned projects, and alert the Partner of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
• Manage 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 seasons
• Apply RFA's comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Partner
• Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (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, including related Memo of Advice
• 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
• Proactively communicate areas where technical tax knowledge is needed, and work with Partner to determine personal development
• Mentor and help train and supervise tax associates/seniors

Accountabilities

• Develop tax knowledge by applying technical skills to assigned projects under guidance from the Partner; This individual gains an understanding of the client's financial, business and family goals
• Review tax deliverables: multitasking review of work papers, review of data input to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review/signing by the Partner
• Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Qualifications

• Bachelor's degree required; advanced degree a plus.
• 5–8+ years of experience in advisory operations, practice management, strategy, consulting, or program/project management within an RIA, asset manager, or professional services environment.
• Proven ability to lead end-to-end execution of complex, cross-functional initiatives, translating strategy into measurable outcomes.
• Strong understanding of advisor business models, workflows, and the operational realities of advisory teams operating at scale.
• Demonstrated experience serving as a bridge between business users and functional partners, including Technology, Operations, and Compliance.
• Exceptional organizational, communication, and stakeholder management skills; comfortable influencing and presenting to senior leaders and cross-functional partners.
• High level of judgment and comfort operating in ambiguity, with the ability to balance forward momentum with thoughtful alignment.
• Execution-oriented leader with a strong sense of ownership and follow-through; able to adapt and reprioritize as business needs evolve.
• Credible partner to advisors and senior leaders, with the ability to influence outcomes without formal authority.
• Structured, analytical thinker who brings clarity, discipline, and focus to complex or evolving problems.
• Collaborative, pragmatic, and solutions-oriented approach, with a strong service mindset and high integrity

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 $110,000 - $130,000. 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 life—giving clients the time, clarity, and trusted partnership to pursue what matters most.

Our Values