Careers

Crescent Grove Advisors is looking for a Financial Writer*
Location: Milwaukee, WI

Overview

Crescent Grove Advisors is a boutique Registered Investment Advisor providing sophisticated, objective financial, tax and estate planning advice to individuals and their families. We provide clients with solutions and implement them on their behalf.  These client relationships are long standing and often bridge generations.

At Crescent Grove Advisors our people, and by extension our culture, make us who we are. Our clients have grown accustomed to the continuity we offer, and this allows for healthy long-term relationships. Important to creating that continuity is ensuring a productive, balanced work environment where all employees have the opportunity to maximize their individual potential while working alongside colleagues who are similarly motivated.

The responsibilities of a Financial Writer include:

  • Write engaging, institutional-quality thought leadership, in both digital and print formats, that showcases Crescent Grove’s investment views and expertise
  • Brainstorm, research, and contribute ideas for content that is of interest to the target audience, and in collaboration with the investment team, run reports to support topic
  • Write and proof copy for digital and hardcopy collateral, including social media, email messages, and other projects as needed
  • Assist in the drafting and editing of firm marketing and requests for proposals
  • Ensure facts cited in material are appropriately sourced
  • Ensure that copy has stylistic sign-off and regulatory compliance approvals before releasing
  • Work closely with the Investment team on a daily basis
  • Meet deadlines and attend and participate in meetings as necessary

Qualifications:

  • 5-10 years of professional writing experience, preferably in an online or direct-communications environment
  • Bachelor’s degree required, concentration in Communication-related field preferred
  • Investment-related or financial services industry experience preferred
  • Excellent written and verbal communication skills
  • Sharp attention to detail with high-level organizational skills and ability to deal with multiple teams/projects simultaneously
  • Ability to adapt writing to the brand’s voice and adhering closely to evolving brand guidelines
  • Strong and flexible writing, editing, and proofreading skills
  • Ability to interact productively during brainstorming and kick-off meetings, work independently, and communicate information among team members

*Any offer of employment is conditional, subject to a comprehensive background check and drug test.

To apply please contact us at Careers@crescentgroveadvisors.com.

Crescent Grove Advisors is looking for a Financial Analyst*
Location: Atlanta, GA

Job Description and Overview

Crescent Grove Advisors is a boutique Registered Investment Advisor. Our firm provides sophisticated, objective investment and financial guidance to individuals and their families, and to institutions, endowments and foundations. By aligning our disciplined process and deep expertise with clients’ unique needs and priorities, we offer informed advice and quality solutions that address clients’ specific concerns and aspirations.

The responsibilities of a Financial Analyst at Crescent Grove Advisors include:

  • Supporting Client Advisor in providing comprehensive personal financial planning, investment planning and tax services to high-net-worth families and corporate executives
  • Interacting regularly with clients via telephone and face-to-face meetings
  • Generating ideas and problem solving related to clients’ complex and unique financial matters
  • Preparing customized client financial statements and investment reports
  • Preparing customized client retirement, insurance and estate-planning analyses
  • Preparing clients’ quarterly tax projections and annual Federal and state income tax returns

Qualifications:

  • Bachelor’s degree required, concentration in Finance, Accounting or related field preferred
  • 3 – 5 years of experience working within an investment manager/wealth planner
  • Experience preparing tax returns preferred
  • Strong organizational, time management and multitasking skills
  • Excellent written and verbal communication skills within a confidential framework
  • Proven ability to work independently and within a small team environment
  • Adaptability, willingness and motivation to learn and apply technical concepts
  • Proficiency utilizing spreadsheet, word processing and presentation software

*Any offer of employment is conditional, subject to a comprehensive background check and drug test.

To apply please contact us at Careers@crescentgroveadvisors.com.

Crescent Grove Advisors is looking for a Tax Analyst*
Location: Milwaukee, WI

Job Description and Overview

Crescent Grove Advisors is a boutique Registered Investment Advisor located in a newly renovated office space in the Historic Third Ward. Our firm provides sophisticated, objective financial guidance, tax and estate planning to individuals and their families. We are seeking a CPA with a positive attitude and high degree of integrity to work side-by-side with our Tax Team and Advisors servicing ultra-high net worth clients.

The responsibilities of a Tax Analyst at Crescent Grove Advisors include:

  • Review complex individual and trust income tax returns
  • Research and develop comprehensive tax strategies and solutions
  • Support advisors and analysts in income and estate tax planning, quarterly income tax projections, and compliance
  • Assist in educating team members regarding tax law developments and opportunities
  • Complete partner and S corporation shareholder basis reconstruction
  • Supervise a multitude of unique tax projects
  • Manage inquiries from both federal and state tax authorities

Qualifications:

  • CPA designation
  • Bachelor’s degree in Accounting or Finance
  • Minimum 3-5 years public accounting experience preparing and/or reviewing individual and fiduciary income tax returns preferred
  • Knowledge of multistate, complex individual, trust, estate, gift, and partnership taxation
  • Experience with GoSystem, Checkpoint, BNA Income Tax Planner, and Bloomberg Law Tax Research preferred

*Any offer of employment is conditional, subject to a comprehensive background check and drug test.

To apply please contact us at Careers@crescentgroveadvisors.com.

Disclosures

The material shown is for informational purposes only and should not be construed as accounting, legal, or tax advice. Crescent Grove Advisors is a registered investment adviser with the Securities and Exchange Commission; registration does not imply a certain level of skill or training. While efforts are made to ensure information contained herein is accurate, Crescent Grove Advisors cannot guarantee the accuracy of all such information presented.