ASSOCIATE DIRECTOR, CLIENT PAYROLL & BENEFITS 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.

Proudly owned by our clients and employees, 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 and Forbes among the nation’s top RIA firms, and as one of the industry’s best places to work,* Cresset is guided by long-term relationships, shared success, and a belief that wealth should serve a life well lived.

COMPENSATION

Bend, OR - $100,000 - $130,000

Palo Alto, CA - $120,000 - $155,000

Key Responsibilities

We’re looking to hire a Payroll and Benefits Manager who will be based out of either our Bend, OR office or our main office in Palo Alto, CA. This person will assist in designing and executing the payroll and benefits programs for our clients. Responsibilities include administration of regular payrolls, state tax registration, benefits and retirement programs, including medical, dental, vision, life insurance, short-term disability, 401(k) plan.

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.