ASSOCIATE, TAX ANALYST

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 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 Summary

Position: Associate, Tax Analyst

Location: Bellevue, WA

Employment Type: Full Time

Job Description

Our 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 supporting strategic tax planning and consulting services tailored to the unique needs of affluent clients, including 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 client relationships, tax team members, 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 Responsibilities

• Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modifiy 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, and/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
• 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

• Bachelor’s degree in Finance, Business Management, Economics or 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.
• Client service orientation combined with creative problem-solving skills, strong analytical skills, strong written and verbal communication skills
• Strong 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 environment
• Clear 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 $70,000 - $90,000.  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 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

*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 controlled affiliates. For a full list of Cresset subsidiaries and controlled affiliates, please see cressetcapital.com/disclosures/.