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Cresset · 3 weeks ago

Director, Tax Strategy

Chicago, IL

Full-time

Hybrid

Director/Executive

$175K/yr - $200K/yr

8+ years exp

Cresset is an independent, award-winning multi-family office and private investment firm focused on optimizing wealth for clients. They are seeking a Director of Tax Strategy to provide sophisticated income tax planning for ultra-high-net-worth individuals and families, designing advanced tax mitigation strategies that align with clients' broader objectives.

Asset ManagementConsultingFinancial ServicesLegalWealth Management

Hiring Manager

Tom Christman

Responsibilities

Conduct in-depth research and analysis of individual, trust, partnership, and corporate income tax issues relevant to UHNW clients

Evaluate clients’ existing entity structures, including family limited partnerships and LLCs, to identify planning opportunities and risks

Design and assess advanced income tax planning strategies, philanthropic planning, and planning for concentrated stock positions, incentive benefits, non-qualified stock options (NQSOs), incentive stock options (ISOs), and restricted stock

Build and review complex spreadsheets to model cash flows and income tax consequences of current and proposed planning strategies

Independently review planning documents (e.g., deal structures, operating agreements, equity compensation plans) and provide strategic feedback and recommendations

Translate complex tax and planning concepts into actionable insights for clients, helping them understand their options and make informed decisions

Work closely with internal estate planning attorneys and other specialists to deliver integrated, high-impact tax strategies

Leverage your professional network to raise the profile of Cresset Capital in the UHNW market, particularly among attorneys, accountants, and other centers of influence

Qualification

JDCPAUHNW client experienceAdvanced degreesCertificationsIncome tax planningModeling skills in ExcelProject coordinationClient service passionInterpersonal skillsCommunication skills