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.

 

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 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.

 

 

Job Description

Manage Accounting staff, banking relationships, verify disbursements and wire confirms with bank.  Assist partners with proper income/expense management on the clients.  This position works with the Client Service Partner and Client Service Team to manage the day-to-day deliverables to clients.

 

 

 

Key Responsibilities

• Train staff and be a knowledgeable resource for basic accounting, software needs and proper communication techniques
• Management of Accounting service team and coordination of efforts/projects across service lines (Family Office Services/Specialty service lines (Insurance, Estate and Gift, Philanthropy). Scheduling resources to provide day-to-day service and special projects such as financials for non-Accounting clients, tax workpapers, company parties
• Manages banking relationship, opening, closing and authorizing account access.
• Train and manage Accounting staff.  Reviewing day to day work and encouraging professional growth both in house and external support.
• Review monthly and quarterly financial statements to clients and/or client service teams in a timely and accurate manner
• Designing standard deliverables such as financials and updating reports as client needs change i.e. cash flow reports and projected cash flow reports, budgets, ect.
• Review monthly account and bank reconciliations to verify standard procedures are being maintained to ensure accuracy of client data, and proper asset controls are maintained
• Manage complex engagements through the ability to schedule multiple tasks simultaneously in order to complete a deliverable in a timely manner.
• Coordinate and manage overall Accounting workload to ensure sufficient coverage during absences.
• Alerting Partner to possible client asset protection issues.
• Perform same duties as Senior Accountant as need arises.

Qualifications

Qualifications

• Bachelor’s degree in accounting, finance or a related field preferred.
• 8+ years Accounting experience. Preferably with individual accounting and bill pay, small companies or family office.
• Strong verbal and written communication skills.
• Ability to multi-task and work in a fast-paced environment with tight deadlines.
• Excellent organizational, time management and customer service skills; detail-oriented; team player.
• Proficient with Microsoft Word and Excel.
• Working knowledge of QuickBooks Online and Bill.com preferred.

 

 

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.  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.

 

 

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.

 

*Barron's Top 100 RIA Firms (issued 09.2026). 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 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 and controlled affiliates, please see cressetcapital.com/disclosures/.