ASSOCIATE DIRECTOR, ACCOUNTING MANAGER

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

Key Responsibilities

- Set up and process US payroll for our client entities utilizing Paychex and other payroll platforms.

- Administer payroll tax and related registrations for various States.

- Assist in managing client 401(k) plans: helping with setting up the plans, reviewing quarterly and year-end employer match true-up, payroll reporting and submission, audits, and all regulatory requirements.

- Fulfill all governmental regulatory mandates and ensure all associated filings are executed on time and as required. Generate files/reports such as the annual non-discrimination testing, annual reports, etc.

- Assist in designing benefits programs for clients including health insurance, fringe benefits, and cafeteria plans.

- Assist in administering annual benefits open enrollment period for clients.

- Assist in managing ongoing, quarterly, and year-end reporting (taxes, payroll, Workers Comp, etc.) for clients.

- Keep current and conduct research on the latest payroll and benefits regulations and market trend.