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.