ASSOCIATE, TAX SENIOR

About our Firm

Rosewood Family Advisors provides a comprehensive range of family office services to ultra-affluent individuals and families, including U.S. and foreign tax structuring advice, U.S. tax compliance, bill pay and expense management, philanthropic advising, and estate planning. With offices in Palo Alto, California, and Bend, Oregon, Rosewood delivers an integrated suite of services customized to meet the complex financial and personal needs of the families it serves.

In 2026, Rosewood partnered with Cresset, an award-winning*, multi-family office and private investment firm. This combination brings together Rosewood’s family office experience and client-centric approach with Cresset’s comprehensive wealth management capabilities, resources, and national scale. Together, Rosewood and Cresset help families navigate increasingly complex needs across investments, tax, trusts and estates, governance, and family office operations, while creating new opportunities for collaboration and professional growth across the combined team.

Associate, Tax Senior

Key Responsibilities

• Prepare all tax deliverables through assignment of returns and related filings (extensions, etc) for assigned clients/entities; modifiy 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

Qualifications

• 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.
• 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
• Flexible, hard-working, and energized by dynamic, fast-moving environments; wants to be an integral part of shaping and nurturing Rosewood and Cresset's culture.

What We Offer

At Rosewood and Cresset, we focus on people first. As a service business, our people are our assets. Engaging our clients and employees is our highest priority. We offer 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

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 people with disabilities, including reasonable accommodation for applicants and employees with disabilities.

*Disclosures related to awards, recognitions, and rankings available here.

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.