- Grow into a reliable team player providing tax compliance and planning services to the firms family office clients
- Utilize and help implement technology to automate, scale, and elevate the tax practice
- Responsible for digesting large amount of financial planning data to convert it into timely and reliable tax and financial projections
- Assist Tax Directors in various locations with quarterly compliance, data input/processing, coordination of tax filing workflow
- Liaise between the financial planning and tax planning practices of the organization to deliver seamlessly integrated wealth management services
- Create/enhance automation processes to reduce the need for data entry and mitigate human errors
- Take interest and learn about trends, legislative developments, and tax authority decisions affecting Cressets family office clients
- Maintain a personal commitment to continuing education for professional development and growth
- Aspire to become a professional in the field of high-net-worth financial or tax planning
- A Bachelors degree in Accounting, Taxation or Finance
- CPA/CFP aspirations a plus
- Desire to learn about personal and trust income tax issues surrounding high net worth individuals, closely held businesses, estates, trusts, and private foundations
- A blend of financial, mathematical and analytical skills; understanding of advanced fiscal concepts, high financial literacy
- Must be interested in integrated family wealth planning, including estate and financial planning
- Ability to establish and maintain effective working relationships with clients, their trusted advisors, and peers
- Excellent communication skills, both written and verbal
- Candidate should be confident and assertive, and able to garner the respect of others
- The ability to operate in a dynamic and fast-paced environment is essential
- Familiarity with tax or financial planning software products a plus, but not a must
- Ability to handle confidential information with discretion and demonstrate the highest level of client service, ethics, and integrity
- Proficient in Microsoft Office programs including Word, Excel, PowerPoint and Outlook, and other office software and technology
Associate, Tax Analyst - Chicago, United States - Cresset
Description
About Cresset
Private equity entrepreneurs Eric Becker and Avy Stein founded Cresset Capital Management with a vision to reinvent wealth management and with a firm belief that clients deserve better. Cresset offers individuals and families access to a comprehensive suite of family office services, deeply personalized wealth management, investment advisory, planning and other services through Cresset Asset Management, an SEC registered Investment Advisor, which has surpassed $40 billion in assets under management. Cresset Partners, our private investing group, offers clients direct access to real estate, private equity, and other investment opportunities. Since Cressets inception in 2017, the firm has grown to over 450 team members in more than twenty offices throughout the United States.
Cresset is seeking an individual to support the Tax and Financial Planning functions of the Organization. The Tax Analyst will have a hands-on, meaningful role in sophisticated tax planning, compliance, and research services to ultra-high net worth clients, and collaborate with family office peers to offer integrated wealth planning. This position will report to Managing Director of Tax but will also support the financial planning practice. Compensation is commensurate with education and relevant work experience.
Primary Responsibilities
Qualifications & Characteristics
What We Offer
Cresset offers a competitive compensation package including a discretionary bonus program 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 Cressets policy to comply with applicable laws concerning the employment of persons with disabilities, including reasonable accommodation for applicants and employees with disabilities.