Director, Tax Strategy & Wealth Planning
ccm administrative servicesSeattle (WA)
Director, Tax Strategy & Wealth Planning
Posted 4 days ago
ccm administrative servicesSeattle (WA)
SENIORITY
Manager
About the role
Cresset, based in Bellevue, WA, seeks an experienced Director, Tax Manager to lead strategic tax planning for ultra-affluent clients and oversee complex returns. You will manage a tax team, coordinate engagements with financial advisors and attorneys, ensure timely, high-quality work, and drive business development while aligning with the firm’s client-first culture.
This role requires excellent communication, mentoring, and deep knowledge of fiduciary and entity tax issues.
Before you apply
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Your profile is current
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Two examples you can talk through
Not a portfolio — just two pieces of work where you can explain the decisions and what you'd change.
A number in mind
What you're on now and what would make you move. We negotiate better when we know both.
Your notice period
Employers plan around it, and it's the question that stalls offers most often.
Once you apply, someone reads it and calls you before anything reaches the employer — usually within two working days.