Tax Manager

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

We are seeking a talented tax professional to join the firm’s tax practice. 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.

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 – 200,000
• 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.