Director of Estate Planning Tax Services

Employment Type: Full Time 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. We assist in developing solutions for every phase of our client's financial matters. This role is responsible for providing strategic tax planning and consulting services tailored to the unique needs of affluent clients, including overseeing 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 the management of client relationships and contributes to business development efforts, manages and develops tax team members, coordinates 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. Review all tax deliverables - returns and related filings (extensions, etc.) Maintain work standards that minimize risk exposure Provide detailed focus on assigned projects, and alert team 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 Coordinate with financial advisors, attorneys, and other professionals on integrated wealth planning strategies. Apply our comprehensive approach by identifying potential tax issues and coming up with possible solutions Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (leaders) 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 (WIPs) 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 leaders to determine personal development Mentor and help train and supervise tax associates/seniors Develop tax knowledge by applying technical skills to assigned projects under guidance from leaders; This individual gains an understanding of the client's financial, business and family goals Review tax deliverables including but not limited to: review of work papers, review of data input to tax return software program, i.e. Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers Bachelor's degree in Finance, Business Management, Economics or Accounting preferred MBA or MST a plus; 10 years of 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; Clear alignment with Cresset's values of client-first excellence, partnership, collaboration, and continuous improvement. As a service business, our people are our assets. 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. 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. *Based on data from July of the prior year through June of the award year. 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.