Senior Tax Associate

Empirical Financial Services, LLC; Portland (OR); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical, Vision, Dental, and Disability Insurance

401(k) Plan + match

Job summary

Empirical Financial Services, LLC is looking for a Senior Tax Associate in Portland, Oregon, to join their tax practice. The ideal candidate will provide tax preparation support and assist in training junior team members. Candidates should have 2-5 years of public accounting experience, be CPA eligible or hold a JD, and possess strong skills in communication and tax research.

This position offers a salary range of $85,000 – $105,000 with fully paid benefits including Medical, Vision, and Dental insurance. Join a collaborative culture aimed at professional growth!

Qualifications

• 2-5 years of public accounting experience with a background in taxation.
• Ability to manage multiple client engagements and projects.
• Willingness and desire to be part of a team.

Responsibilities

• Provide initial tax preparation support, including information gathering.
• Review returns and selected projects prepared by Tax Associates.
• Assist in training and mentoring junior team members.
• Prepare tax projections and provide proactive tax planning recommendations.
• Collaborate with the advisory team on tax planning matters.

Skills

Public accounting experience

Taxation knowledge

Excellent communication skills

Research and analytical skills

Proficiency in tax software

Team collaboration

Education

CPA eligible or JD required

Master’s in taxation preferred

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Senior Tax Associate

We are seeking a Senior Tax Associate to join our tax practice. This role is ideal for a tax professional who enjoys technical tax work, collaborative planning, and direct involvement in delivering high-quality service to clients.

Key Responsibilities

• Provide initial tax preparationsupport,includinginformationgathering, workpaper creation, data entry, andfirst-draftreturnpreparation
• Review returns and selected projects prepared by Tax Associates and interns
• Assist in training and mentoring junior team members
• Preparetax projectionsand provideproactive taxplanning recommendations
• Prepareresponses to IRS and state tax notices and correspondence
• Collaborate with the advisory team on tax planning matters and client service initiatives
• Communicate with clients by phone and email and participate in client meetings as needed
• Conduct tax research and provide support on technical projects and planning matters

Qualifications

• 2-5years of public accounting experience with background intaxation
• CPAeligibleor JD required;Master’s in taxation preferred
• Ability to manage multiple client engagementsand projects
• Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCHIntelliConnect)
• Excellent written and verbal communication skills
• Strong research and analytical skills
• Willingness and desire to be part of a team

Compensation

• Salary range: $85,000 – $105,000
• 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 eachemployee, 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.