CCM ADMINISTRATIVE SERVICES LLC
The Associate Director, Tax Services role at Cresset provides strategic tax planning and consulting services tailored to the financial needs of ultra-affluent clients. The position involves reviewing tax work papers and client deliverables, supporting the preparation of accurate tax filings, and identifying potential tax issues in partnership with senior tax leaders. The role also includes managing client relationships, contributing to business development, and providing guidance to junior team members.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for CCM ADMINISTRATIVE SERVICES LLC.