Tax Advisor

Empirical Wealth Management; Mission Viejo (CA); On-site; USD 125,000 - 175,000; Full time

Benefits offered by this job

Medical, Vision, Dental insurance fully paid

401(k) Plan + match

Job summary

A financial services firm in Mission Viejo is looking for a Senior Tax Manager to lead tax compliance and planning for clients. The role involves reviewing tax returns, managing client relationships, and overseeing tax strategies. The ideal candidate will have a minimum of 5 years in public accounting, possess a CPA or JD, and be proficient in tax software. Strong analytical and communication skills are essential. They offer a competitive salary and comprehensive benefits including medical, vision, dental, and a 401(k) plan.

Qualifications

• Minimum 5 years of public accounting experience with a focus on taxation.
• Ability to manage multiple engagements and projects.
• Proficiency in tax software and research tools.

Responsibilities

• Review and sign off on federal and state tax returns.
• Manage client relationships and oversee tax planning strategies.
• Prepare memos and correspond with tax authorities.

Skills

Public accounting experience

Tax compliance and planning

Client relationship management

Analytical skills

Communication skills

Education

CPA or JD

Master's in taxation

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Overview

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.

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 engagements 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.