Tax Manager

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

Benefits offered by this job

Medical insurance

Vision insurance

Dental insurance

Disability Insurance

Job summary

Empirical Wealth Management seeks a Tax Manager to lead tax compliance and planning for a diverse client base in a dynamic firm. The role focuses on sign-off of returns, tax projections, and collaboration with advisory teams in a fast-growing practice.

Expect hands-on leadership and client relationship growth in a CA setting. The ideal candidate brings 5+ years in public accounting, CPA or JD, and proficiency with major tax software.

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.

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

Tax knowledge

Communication skills

Research and analytical skills

Team player

Multi-client management

Education

CPA or JD

Master's in taxation

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

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. Since opening in 2006, we have organically grown to over $10B in AUM through steady referrals from our clients and business partners. Our goal is to get to $100B and to continue opening offices across the country.

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 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’sclients.

Key Responsibilities

• Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, andpartnerships
• Manage existing and build new clientrelationships
• Oversee tax planning strategies for clients and run taxprojections
• Prepare internal memos, written tax guidance, and correspond with IRS and state taxauthorities
• Support and collaborate with the advisory team on tax planning relatedfunctions
• Manage workflow, budgets, andbillings
• Evaluate and develop processes and procedures to improve tax departmentefficiency

Qualifications

• Minimum 5 years of public accounting experience with an extensive background intaxation
• CPA or JD required; Master’s in taxationpreferred
• Ability to manage multiple client engagement andprojects
• Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCHIntelliConnect)
• Excellent written and verbal communicationskills
• Strong research and analyticalskills
• Willingness and desire to be part of ateam

Compensation

• Salary range: $125,000 –$175,000 plus incentive bonus
• Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by thecompany

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 Empiricaloffers.

Visa Sponsorship

We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in thefuture.