Tax Advisor

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

Benefits offered by this job

Medical insurance paid for

Vision insurance paid for

Dental insurance paid for

Disability insurance paid for

401(k) Plan with match

Job summary

A financial services firm located in California is seeking a skilled Senior Tax Manager to lead tax compliance and planning. This role entails reviewing tax returns for various entities, managing client relationships, and overseeing tax strategies. Candidates must have at least 5 years of public accounting experience and a CPA or JD. The compensation ranges from $125,000 to $175,000, with comprehensive benefits paid for by the company.

Qualifications

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

Responsibilities

• Review and sign off on tax returns for individuals and corporations.
• Manage and build client relationships.
• Oversee tax planning strategies and conduct tax projections.

Skills

Public accounting experience

Taxation expertise

Communication skills

Research skills

Client management

Education

CPA or JD required

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.