Tax Advisor

Empirical Financial Services, LLC; Mission Viejo (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical insurance 100% paid

Vision and Dental insurance 100% paid

Disability insurance 100% paid

401(k) Plan + match

Job summary

A financial services firm in California is seeking a Senior Tax Manager to lead tax compliance and planning efforts for clients. This role involves reviewing tax returns, managing client relationships, and supporting advisory teams. Candidates should have at least 5 years of public accounting experience, be CPA or JD certified, and excel in communication and analytical skills. Competitive salary range of $125,000 to $175,000 with full benefits package including 401(k) plan.

Qualifications

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

Responsibilities

• Review and sign off on federal and state tax returns.
• Manage existing and build new client relationships.
• Oversee tax planning strategies for clients.

Skills

Public accounting experience

Taxation knowledge

Client relationship management

Communication skills

Research skills

Analytical skills

Education

CPA or JD

Master’s in taxation (preferred)

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

We are seeking a talented tax professional to join the firm’s tax practice. As a Senior Tax Manager, you will be expected to be the lead team member for tax compliance and tax planning for some of the firm’s clients.

Key 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

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 engagement and 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 CCH IntelliConnect)
• Excellent written and verbal communication skills
• Strong research and analytical skills
• Willingness and desire to be part of a team

Compensation

• Salary range: $125,000 – $175,000
• 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 each employee, 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.