Senior Tax Manager – Compliance & Planning Lead

Empirical Wealth Management, LLC; Irvine (CA); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Medical Insurance

Vision Insurance

Dental Insurance

Disability Insurance

401(k) Plan + match

Job summary

Empirical Wealth Management, LLC in Irvine, CA is seeking a Tax Manager to lead the firm's tax compliance and planning for a diverse client base.

You will review and sign returns, manage client relationships, and oversee tax projections while collaborating with the advisory team to improve processes. The role demands strong communication, research skills, and a collaborative, high-performance mindset.

Qualifications

• Minimum 5 years of public accounting experience with an extensive background in taxation.
• CPA or JD required; Master’s in taxation preferred.
• Ability to manage multiple client engagements and projects.
• Proficiency in or ability to adapt quickly to new tax software and research tools (e.g., 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

• Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships.
• Manage existing and build new client relationships.
• Oversee tax planning strategies for clients and run tax projections.
• Prepare internal memos, written tax guidance, and correspond with IRS and state tax authorities.
• Support and collaborate with the advisory team on tax planning related functions.
• Manage workflow, budgets, and billings.
• Evaluate and develop processes and procedures to improve tax department efficiency.

Skills

Public accounting taxation

Client relationship management

Analytical skills

Communication skills

Team player

Education

CPA or JD

Master’s in taxation preferred

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Empirical Wealth Management, LLC in Irvine, CA is seeking a Tax Manager to lead the firm's tax compliance and planning for a diverse client base.

You will review and sign returns, manage client relationships, and oversee tax projections while collaborating with the advisory team to improve processes. The role demands strong communication, research skills, and a collaborative, high-performance mindset.