Business Tax Advisor

Empirical Financial Services, LLC; Portland (OR); On-site; USD 150,000 - 200,000; Full time

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Disability insurance

401(k) Plan + match

Job summary

Empirical Financial Services, LLC is seeking a Business Tax Advisor to deliver proactive, planning-driven tax services for closely held businesses. This role combines technical expertise with practical advice in a collaborative wealth management environment.

Key responsibilities include reviewing tax returns, managing compliance processes, and advising on entity selection. Candidates should have at least 7 years of public accounting experience and a CPA or JD.

The compensation ranges from $150,000 to $200,000, with benefits including 100% paid medical, vision, dental, and disability insurance.

Qualifications

• Minimum 7 years of public accounting experience with an extensive background in entity taxation.
• Ability to manage multiple client engagement and projects.
• 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 and tax-efficient operating strategies.

Skills

Public accounting experience

Entity taxation

Analytical skills

Written and verbal communication

Client engagement management

Education

CPA or JD required

Master’s in taxation preferred

Job description

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