Business Tax Advisor

Empirical Wealth Management; Irvine (CA); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance for employees (100%)

Vision insurance

Dental insurance

Disability insurance

401(k) plan with match

Job summary

Empirical Wealth Management in Irvine, CA seeks a seasoned Business Tax Advisor to deliver proactive, planning-driven tax services for closely held businesses. You will review corporate returns, advise on entity structures, coordinate K-1s, and shape client planning.

This role blends technical tax work with practical guidance in a collaborative wealth-management environment. The ideal candidate has 7+ years in public accounting with entity taxation expertise, strong communication, and a

Qualifications

• CPA or JD required; Master's in taxation preferred.
• Minimum 7 years of public accounting experience with an extensive background in entity taxation.
• Ability to manage multiple client engagements and projects.
• Excellent written and verbal communication skills.
• Strong research and analytical skills.
• Willingness and desire to be part of a team.

Responsibilities

• Review and sign off on federal and state tax returns for corporations and partnerships
• Manage the full compliance process, including estimates, extensions, and K-1 coordination
• Advise on entity selection, restructuring, and tax-efficient operating strategies
• Develop compensation and distribution planning strategies for business owners
• Analyze and recommend retirement plan options in coordination with broader planning objectives
• Support exit and succession planning, including business sales, ownership transitions, and generational transfers
• Collaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planning

Education

CPA or JD

Master's in taxation

Job description

We are seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for our clients' closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.

Key Responsibilities

• Review and sign off on federal and state tax returns for corporations and partnerships
• Manage the full compliance process, including estimates, extensions, and K-1 coordination
• Advise on entity selection, restructuring, and tax-efficient operating strategies
• Develop compensation and distribution planning strategies for business owners
• Analyze and recommend retirement plan options in coordination with broader planning objectives
• Support exit and succession planning, including business sales, ownership transitions, and generational transfers
• Collaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planning

Qualifications

• Minimum 7 years of public accounting experience with an extensive background in entity taxation
• CPA or JD required; Master's in taxation preferred
• Ability to manage multiple client engagement and projects
• Excellent written and verbal communication skills
• Strong research and analytical skills
• Willingness and desire to be part of a team

Compensation

• Salary range: $150,000 - $200,000
• Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
• 401(k) Plan + match

Our Culture

Empirical is truly unique. We believe that each employee is a valuable contributor to the overall effectiveness of the firm. The sharing of concepts and ideas is paramount to the growth of each employee, so we believe in cultivating an environment that promotes collaborative development. Our employees are passionate about the work they do and want to inspire that work ethic into those around them. We are a hard-working, high-performance, no-excuse team of 100 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.