Business Tax Advisor

Empirical Wealth Management, LLC; Irvine (CA); In loco; USD 150.000 - 200.000; Tempo pieno

Vantaggi offerti da questo lavoro

Medical, Vision, Dental coverage (100%

Disability Insurance

401(k) Plan + match

Descrizione del lavoro

Empirical Wealth Management, LLC is seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for closely held businesses. The role blends technical tax expertise with practical guidance within a collaborative wealth management environment.

The ideal candidate has CPA or JD credentials with strong public accounting exposure to entity taxation, capable of managing multiple client engagements and delivering well-reasoned tax strategies.

Competenze

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

Mansioni

• 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.

Conoscenze

Communication skills

Research skills

Analytical skills

Team player

Formazione

CPA or JD

Master's in Taxation

Descrizione del lavoro

Business Tax Advisor

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.