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Cresset Jobs (NOW HIRING)

ASSOCIATE, TAX SENIOR

Palo Alto, CA · On-site

$90K - $125K/yr

About 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 ...

Associate, Client Administration

Dallas, TX

$17.50 - $21.50/hr

About 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 ...

About 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 ...

About 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 ...

WEALTH PLANNER

Reston, VA

$56K - $77K/yr

About 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 ...

ASSOCIATE, SENIOR ACCOUNTANT

Bend, OR · On-site

$80K - $90K/yr

About 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 ...

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Cresset information

What is the difference between Cresset vs Data Analyst?

AspectCressetData Analyst
Required credentialsTypically requires a degree in chemistry, biochemistry, or related fields; experience with molecular modeling softwareUsually requires a degree in statistics, mathematics, or related fields; proficiency in data analysis tools
Work environmentResearch labs, pharmaceutical companies, biotech firmsBusiness, finance, healthcare, or tech companies
Industry usageUsed mainly in drug discovery and molecular modelingUsed across various industries for data interpretation and reporting

While Cresset specialists focus on molecular modeling and chemistry-related research, Data Analysts work with data sets across multiple industries. Both roles require analytical skills, but Cresset roles emphasize chemistry expertise, whereas Data Analysts focus on data interpretation and visualization.

What is a Cresset and what do they do?

Cresset is a software company specializing in computational chemistry tools for drug discovery and molecular design. Their products are used by scientists and researchers to visualize, analyze, and predict the properties and interactions of small molecules and proteins. Cresset's tools help accelerate the development of new pharmaceuticals by providing advanced molecular modeling, virtual screening, and structure-based design capabilities. The company is known for its innovative approaches to molecular field technology and ligand-based design.

What are some common challenges faced by professionals working in a Cresset software user role, and how can they be addressed?

Professionals using Cresset software, which is widely employed in computational chemistry and drug discovery, often face challenges such as interpreting complex molecular modeling data, staying updated with software updates, and collaborating effectively with multidisciplinary teams. To overcome these, it's helpful to stay engaged with Cresset's user community, participate in ongoing training, and work closely with both chemists and IT specialists to ensure seamless integration of results. Regularly reviewing Cresset's documentation and leveraging support resources can also streamline workflows and enhance productivity.

What are the key skills and qualifications needed to thrive as a Cresset Software User, and why are they important?

To thrive as a Cresset Software User, you need a solid background in computational chemistry, drug discovery, and molecular modeling, generally supported by a degree in chemistry, biochemistry, or a related field. Familiarity with Cresset’s molecular modeling tools (such as Forge or Spark), as well as knowledge of cheminformatics software and scripting languages, is often required. Strong analytical thinking, attention to detail, and the ability to communicate complex scientific concepts clearly help users excel in this role. These skills are essential for leveraging Cresset’s software to accelerate drug design and facilitate collaboration in scientific teams.
What cities are hiring for Cresset jobs? Cities with the most Cresset job openings:
What states have the most Cresset jobs? States with the most job openings for Cresset jobs include:
Infographic showing various Cresset job openings in the United States as of June 2026, with employment types broken down into 100% Full Time. Highlights an 100% Physical job distribution.

ASSOCIATE, TAX SENIOR

Cresset Capital

Palo Alto, CA • On-site

$90K - $125K/yr

Other

Medical, Dental, Vision, Life, Retirement

This job post has expired today. Applications are no longer accepted.


Job description

About 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.
Key Responsibilities
  • Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modify deliverables upon review by Manager/Senior Manager/Partner. Maintain work standards that minimize risk exposure
  • Provide detailed focus on assigned projects, and alert the Manager/Senior Manager/Partner of technical tax issues that may arise; participate in discussions regarding resolution of tax issues
  • Begin to learn and apply RFA's comprehensive approach by identifying potential tax issues and coming up with possible solutions to review with Tax Manager, Senior Manager, or Partner
  • Deliver timely and quality work products, i.e. tax returns and work papers that meet or exceed internal (Manager/Senior Manager/Partner) 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
  • Support management of existing client revenue through review of work in progress (WIP's) and preparation of billings for special projects/consulting services provided to the client
  • Begin to form initial networks of internal and external (attorneys and brokers) parties to form strong working relationships that may grow existing business and/or lead to development of new business opportunities
  • Proactively communicate areas where technical tax knowledge is needed, and work with Manager/Senior Manager/Partner to determine personal development
  • Mentor and help Managers train and supervise tax associates

Accountabilities
  • Develop tax knowledge by applying technical skills to assigned projects under direct guidance from the Manager/Senior Manager/Partner; This individual gains an understanding of the client's financial, business and family goals
  • Prepare tax deliverables: multitasking preparation of work papers, input of data to tax return software program, i.e. Go Systems and printing of all applicable filings/returns for review by the Tax Manager, Senior Manager, or Partner
  • Ensure accuracy of all tax deliverables and consistency of the design and content of presentations and work papers

Qualifications
Knowledge:
  • BA/degree in Fin, Econ, Business, Accounting preferred, MBA or MST a plus; CPA desirable
  • Minimum of 2 years experience dealing with individual, fiduciary and entity tax compliance and tax issues. Strong accounting and analytical skills, basic knowledge concerning financial & estate planning.

Skills:
  • Client service orientation combined with creative problem solving skills, strong analytical skills, strong written and verbal communication skills; ability to manage personal time, effort and work

What We Offer:
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. Starting base salary is $90,000 - $125,000. Salary will be based on factors including, but not limited to, experience, licenses/certifications, industry knowledge, and geographic location. 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. 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 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.
Our Vision
We exist to optimize wealth and elevate life-giving clients the time, clarity, and trusted partnership to pursue what matters most.
Our Values
*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.