Senior Tax Manager - Compliance, Planning & Leadership

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

Job summary

Empirical Wealth Management, LLC is seeking a Tax Manager to lead the firm's tax practice, oversee tax compliance and planning for a diverse client base in San Francisco. You will review returns, guide junior staff, and collaborate with advisory teams to optimize tax outcomes.

Ideal candidates have 5+ years of public accounting tax experience, CPA or JD, and familiarity with leading tax software. This full-time role offers a robust benefits package and growth opportunities within a

Qualifications

• Public accounting experience with a strong taxation focus.
• Ability to manage multiple client engagements and projects.
• Proficiency in tax software and research tools.

Responsibilities

• Review and sign federal/state tax returns for individuals, trusts, estates, nonprofits, corporations, and partnerships.
• Manage existing and build new client relationships.
• Oversee tax planning strategies and run tax projections.
• Prepare internal memos, tax guidance, and correspondence with IRS/state authorities.
• Support and collaborate with advisory team on tax planning functions.
• Manage workflow, budgets, and billings.
• Evaluate and improve tax department processes and efficiency.

Skills

Public accounting

Taxation

Client relationship management

Tax research

Communication skills

Team collaboration

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 is seeking a Tax Manager to lead the firm's tax practice, oversee tax compliance and planning for a diverse client base in San Francisco. You will review returns, guide junior staff, and collaborate with advisory teams to optimize tax outcomes.

Ideal candidates have 5+ years of public accounting tax experience, CPA or JD, and familiarity with leading tax software. This full-time role offers a robust benefits package and growth opportunities within a