Careers

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

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
  • 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*

Overview

Crescent Grove Advisors is seeking a CPA with a positive attitude, high degree of integrity, creativity, and passion for tax research to work side by side with our Tax Manager and a cohesive group of professionals servicing high net worth families.

Responsibilities:

  • Perform detailed reviews of complex individual and trust income tax returns.
  • Provide support to advisors and analysts in income and estate tax planning, quarterly income tax projections, and compliance.
  • Conduct tax research and provide comprehensive solutions on all tax matters.
  • Complete partner and S corporation shareholder basis reconstruction.
  • Participate in special projects.
  • Respond to IRS and state tax authority inquiries until successful resolution.
  • Assist in educating team members regarding tax law developments and opportunities.
  • Contribute knowledge and training to tax preparers.
  • Create cases and follow through with tax software provider as needed.

Requirements:

  • CPA designation.
  • Bachelor's degree in Accounting or Finance.
  • Minimum 3 years public accounting experience preparing and/or reviewing individual and fiduciary income tax returns.
  • Demonstrated communication and organization skills.
  • Knowledge of multistate, complex individual, trust, estate, gift, and partnership taxation.
  • Understanding of passive activity regulations and foreign filing requirements.
  • Working knowledge of Excel and Word.
  • Experience with GoSystem, Checkpoint, BNA Income Tax Planner, and Bloomberg Law Tax Research software a plus.

*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.