Tax Advisor

SupportFinity™; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Benefits offered by this job

Health insurance

Vision insurance

401k contribution

Paid time-off

Job summary

Empirical Wealth Management in Seattle/Bellevue seeks a Tax Manager to lead tax compliance and planning for individuals, trusts, estates, nonprofits, corporations, and partnerships.

You will review federal and state returns, manage client relationships, run tax projections, draft memos, coordinate with IRS and state authorities, and partner with advisory teams to improve tax processes. CPA or JD required; Master’s in taxation preferred; minimum 5 years of public accounting tax experience.

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
• 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

Excellent verbal and written comunicat

Team Player

Willingness to be part of a team

Education

CPA or JD

Master’s in taxation

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Empirical is an independent Registered Investment Advisor managing over $10B in AUM and operating with offices in Seattle, Bellevue, Portland, Irvine, San Francisco, Los Gatos, Salt Lake City, and Fort Worth Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high net worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands‑on experience to help investors grow and protect their wealth.

Empirical Wealth Management is a rapidly growing financial services firms, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value.

We are seeking a talented tax professional to join the firm’s tax practice in the Seattle/Bellevue market. As a 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.

Taxation

• Excellent verbal and written communication skills
• Team Player

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

• Health insurance
• Vision insurance
• 401k contribution
• Paid time-off

About the company

Empirical Wealth Management

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Complete financial peace of mind. The only return worth chasing.Discover how it feels to have your very own team of credentialed professionals working together on every aspect of your wealth to give you peace of mind.

1420 5th Avenue , 98101
Seattle, Washington, United States