Senior Tax Associate: Tax Planning & Mentorship

Empirical Wealth Management; Portland (OR); On-site; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Disability Insurance (100% paid)

Job summary

Empirical Wealth Management is seeking a Senior Tax Associate to join our tax practice in Portland. You will engage in technical tax work, collaborative planning, and direct delivery of high-quality service to clients.

Responsibilities include tax preparation support, reviewing returns, mentoring junior staff, and providing proactive planning recommendations. Strong communication and research skills are essential in a fast-growing firm serving a broad client base.

Qualifications

• 2–5 years of public accounting experience with a taxation background.
• CPA eligible or JD required; Master’s in taxation preferred.
• Ability to manage multiple client engagements and projects.
• Proficiency in tax software and research tools (CCH Axcess Tax, BNA Income Tax Planner, CCH IntelliConnect).
• Excellent written and verbal communication skills.
• Strong research and analytical skills.
• Willingness and desire to be part of a team.

Responsibilities

• Provide initial tax preparation support, including information gathering, workpaper creation, data entry, and first-draft return preparation.
• Review returns and selected projects prepared by Tax Associates and interns.
• Assist in training and mentoring junior team members.
• Prepare tax projections and provide proactive tax planning recommendations.
• Prepare responses 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.

Skills

Public accounting

Taxation

Client management

Communication skills

Research skills

Team player

Tax software

Education

CPA eligible or JD required

Master’s in taxation preferred

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Empirical Wealth Management is seeking a Senior Tax Associate to join our tax practice in Portland. You will engage in technical tax work, collaborative planning, and direct delivery of high-quality service to clients.

Responsibilities include tax preparation support, reviewing returns, mentoring junior staff, and providing proactive planning recommendations. Strong communication and research skills are essential in a fast-growing firm serving a broad client base.