Chicago, Illinois, United States · On-site
$125k–$200k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $125,000.00 - $200,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: Tax compliance, Ultra-high-net-worth tax, Tax planning, Estate planning, Financial planning
Chicago, Illinois, United States · On-site
$230k–$275k/yr
Job DetailsLevel: SeniorJob Location: Chicago Office - Chicago, IL 60606Salary Range: $230,000.00 - $275,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning m…
Skills: Philanthropic Strategy, Grantmaking, Family Governance, Donor-Advised Funds, Ultra-High-Net-Worth Advisory
Bend, Oregon, United States · On-site
$100k–$155k/yr
Job DetailsLevel: ExperiencedJob Location: Bend Office - Bend, OR 97703Salary Range: $100,000.00 - $155,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning mu…
Skills: Payroll Administration, State Tax Registration, Benefits Administration, Retirement Plan Management, 401(k) Administration
New York, New York, United States · On-site
$75k–$90k/yr
Job DetailsLevel: ExperiencedJob Location: New York Office - New York, NY 10017Salary Range: $75,000.00 - $90,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: Accounts Payable, Bill.com, Microsoft Excel, Bookkeeping, Cash Disbursements
New York, New York, United States · On-site
$75k–$100k/yr
Job DetailsLevel: ExperiencedJob Location: New York Office - New York, NY 10017Salary Range: $75,000.00 - $100,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-win…
Skills: Bookkeeping, General Ledger Accounting, Financial Reporting, QuickBooks, Balance Sheet Reconciliation
Chicago, Illinois, United States · On-site
$110k–$130k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $110,000.00 - $130,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: UX Design, Conversion Rate Optimization, Figma, Responsive Web Design, A/B Testing
Chicago, Illinois, United States · On-site
$250k–$300k/yr
Job DetailsLevel: ManagementJob Location: Chicago Office - Chicago, IL 60606Salary Range: $250,000.00 - $300,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winni…
Skills: Leadership, Coaching, Mentoring, Talent Development, Relationship Management
Dallas, Texas, United States · On-site
Job DetailsLevel: EntryJob Location: Dallas Office - Dallas, TX 75219About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are…
Skills: Client Service, Account Onboarding, Account Maintenance, Cash Movement Coordination, Salesforce
New York, New York, United States · On-site
$175k–$250k/yr
Job DetailsLevel: ManagementJob Location: New York Office - New York, NY 10017Salary Range: $175,000.00 - $250,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-win…
Skills: Client Service Management, Ultra-High-Net-Worth Support, Team Leadership, Operational Controls, Business Management
Chicago, Illinois, United States · On-site
$150k–$175k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $150,000.00 - $175,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: Cisco Meraki, Network Engineering, Microsoft 365, Azure AD, TCP/IP
Denver, Colorado, United States · On-site
$85k–$115k/yr
Job DetailsLevel: ExperiencedJob Location: Denver Office - Denver, CO 80202Salary Range: $85,000.00 - $115,000.00 SalaryAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning mult…
Skills: Investment Manager Research, Due Diligence, Financial Modeling, Data Analysis, Written Communication
Chicago, Illinois, United States · On-site
$115k–$140k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $115,000.00 - $130,000.00 SalaryAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning m…
Skills: SEO, GEO/AEO, Content Marketing, AI Discoverability, Editorial Planning
Denver, Colorado, United States · On-site
$150k–$185k/yr
Job DetailsLevel: ManagementJob Location: Denver Office - Denver, CO 80202Salary Range: $150,000.00 - $185,000.00 Salary/year About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winnin…
Skills: Manager Due Diligence, Equity Research, Financial Modeling, Quantitative Analysis, Qualitative Analysis
Chicago, Illinois, United States · On-site
$85k–$110k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $85,000.00 - $110,000.00 Salary/year About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: Data Engineering, SQL, Snowflake, API Integration, AWS
Chicago, Illinois, United States · On-site
$120k–$150k/yr
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $120,000.00 - $140,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent, award-winn…
Skills: Pipeline Management, Prospect Qualification, Wealth Management, Salesforce, Consultative Discovery
San Francisco, California, United States · On-site
$100k–$130k/yr
Job DetailsLevel: ExperiencedJob Location: San Francisco Office - San Francisco, CA 94111Salary Range: $85,000.00 - $130,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent,…
Skills: Wealth Management, Financial Planning, Portfolio Construction, Client Relationship Management, Investment Recommendations
San Francisco, California, United States · On-site
$225k–$275k/yr
Job DetailsLevel: ManagementJob Location: San Francisco Office - San Francisco, CA 94111Salary Range: $225,000.00 - $275,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent,…
Skills: Strategic Planning, Executive Governance, Operational Discipline, Financial Acumen, Executive Communication
San Francisco, California, United States · On-site
$120k–$150k/yr
Job DetailsLevel: ExperiencedJob Location: San Francisco Office - San Francisco, CA 94111Salary Range: $120,000.00 - $150,000.00 Salary/yearAbout Cresset Cresset is a firm built by clients, for clients. As an independent…
Skills: Wealth Management, Portfolio Construction, Financial Planning, Client Relationship Management, Investment Strategy
Atlanta, Georgia, United States · On-site
Job DetailsLevel: ExperiencedJob Location: Atlanta Office - Atlanta, GA 30326About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm…
Skills: Client Relationship Management, Private Banking, Client Onboarding, Asset Reconciliation, Alternative Investments
Dallas, Texas, United States · On-site
Job DetailsLevel: EntryJob Location: Dallas Office - Dallas, TX 75219About Cresset Cresset is a firm built by clients, for clients. As an independent, award-winning multi-family office and private investment firm, we are…
Skills: Macro-economic Analysis, Credit Underwriting, Due Diligence, Data Analysis, Financial Modeling
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The Director will lead and execute complex tax compliance engagements for ultra-high-net-worth individuals and entities, ensuring accuracy and timeliness. They will also collaborate with internal and external advisors to provide strategic tax planning and advisory support.
Candidates must have a Bachelor's degree in Accounting and a CPA license, with at least 7 years of experience in tax compliance for UHNW clients. Proficiency in tax software and deep knowledge of integrated family wealth planning are required.
Job DetailsLevel: ExperiencedJob Location: Chicago Office - Chicago, IL 60606Salary Range: $125,000.00 - $200,000.00 Salary/yearAbout 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.
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.
Cresset is seeking a Director of Tax Compliance to join its growing Tax Services team. The Director will lead and execute complex tax compliance engagements for ultra-high-net-worth (UHNW) individuals, families, and their entities. This is a highly engaged, execution-oriented role: the Director will be directly responsible for the preparation and review of client tax returns, ensuring accuracy and timeliness, while managing related compliance processes and providing strategic tax planning and advisory support. This position is client-facing and requires exceptional technical expertise combined with strong relationship management skills.
The Director will collaborate closely with internal family office professionals and external advisors to deliver a seamless, integrated tax experience. Leveraging technology and best practices, the Director will help scale and elevate the tax function within a dynamic, fast-growing organization. Beyond technical proficiency, the ideal candidate will bring a collaborative, entrepreneurial mindset, and a passion for building a best-in-class tax offering. This role offers the opportunity to shape the evolution of the team’s capabilities, contribute to thought leadership, and enhance the client experience. Reporting directly to the Managing Director, Head of Tax, the Director will play a key role in defining the long-term vision and growth of the tax practice.
Lead and execute client tax compliance engagements, including the preparation and review of complex federal, state, and local tax returns for UHNW individuals, trusts, partnerships, closely held corporations, and private foundations.
Oversee and participate in all phases of the compliance process, from data collection and workpaper development to final filing, ensuring precision and timeliness.
Ensure the accurate and timely completion of all client tax filings and related compliance obligations across multiple jurisdictions.
Conduct in-depth research and resolve technical tax issues that arise during the compliance process.
Collaborate with internal family office professionals and external advisors to integrate tax compliance with broader wealth planning strategies.
Maintain comprehensive knowledge of evolving tax laws, regulations, and filing requirements to ensure compliance and identify planning opportunities.
Utilize advanced technology and best practices to enhance efficiency, streamline workflows, and scale the tax function.
Build and sustain strong client relationships, serving as a trusted resource for complex tax matters and compliance strategy.
QualificationsQualifications
Bachelor’s degree in Accounting or related field; CPA required (JD/LLM or advanced tax degree preferred).
7+ years of experience in tax compliance for UHNW individuals and complex entities.
Deep understanding of integrated family wealth planning, including estate and financial planning.
Experience with complex Schedules K-1, foreign reporting, and multi-state filings.
Ability to operate independently, manage multiple priorities, and thrive in a fast-paced environment.
Familiarity with UltraTax and/or CCH Axcess preferred.
Proficiency in Microsoft Office Suite and ability to adopt new technology quickly.
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. Cresset offers a competitive compensation package for the Internship Program. We also offer an opportunity to work in the wealth management environment allowing you to understand the industry and determine if it is the right step for you in your future endeavors. The program includes learning and development activities to give you broader exposure to the company and networking opportunities.
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.
We exist to optimize wealth and elevate life—giving clients the time, clarity, and trusted partnership to pursue what matters most.
*Disclosures related to awards, recognitions, and rankings available here.
Cresset refers to Cresset Capital Management, and all its respective subsidiaries and affiliates. Cresset Asset Management, LLC, also conducts advisory business under the names of Cresset Sports & Entertainment, CH Investment Partners, and Cresset Capital. Cresset provides investment advisory, family office, and other services to individuals, families, and institutional clients. Cresset also provides investment advisory services to investment vehicles investing in private equity, real estate, and other investment opportunities. Cresset Asset Management, LLC is an SEC registered investment advisor. SEC registration does not imply any specific level of skill or training.
Boutique Family Office & Private Wealth Management. Serving CEO Founders, Entrepreneurs, Partners, and UHNW Families.
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 multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. *Forbes Top RIA Firms (issued 10.2025). Based on data from April of the prior year through March of the award year. Rankings are determined by SHOOK Research using a proprietary methodology that considers qualitative and quantitative factors. Barron's Top 100 RIA Firms (issued 09.2025). 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 Forbes and 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, controlled affiliates, and awards, please see cressetcapital.com/disclosures/
Offices: 444 W. Lake Street, Suite 4700, Chicago, IL 60606, US · 1900 Reston Metro Plaza, Suite 900, Reston, Virginia 20190, US · 101 California Street, Suite 2900, San Francisco, CA 94111, US · 525 Okeechobee Blvd, Suite 1600, West Palm Beach, Florida 33401, US · 3445 Peachtree Rd NE, Suite 1400, Atlanta, Georgia 30326, US
Boutique Family Office & Private Wealth Management. Serving CEO Founders, Entrepreneurs, Partners, and UHNW Families.
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 multi-family offices,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived. *Forbes Top RIA Firms (issued 10.2025). Based on data from April of the prior year through March of the award year. Rankings are determined by SHOOK Research using a proprietary methodology that considers qualitative and quantitative factors. Barron's Top 100 RIA Firms (issued 09.2025). 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 Forbes and 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, controlled affiliates, and awards, please see cressetcapital.com/disclosures/
Offices: 444 W. Lake Street, Suite 4700, Chicago, IL 60606, US · 1900 Reston Metro Plaza, Suite 900, Reston, Virginia 20190, US · 101 California Street, Suite 2900, San Francisco, CA 94111, US · 525 Okeechobee Blvd, Suite 1600, West Palm Beach, Florida 33401, US · 3445 Peachtree Rd NE, Suite 1400, Atlanta, Georgia 30326, US
