Tax Manager: Lead Compliance & Planning for Clients

Empirical Wealth Management, LLC; Seattle (WA); On-site; USD 125,000 - 200,000; Full time

Benefits offered by this job

Medical, Vision, Dental, and 100% paid

401(k) Plan + match

Job summary

Empirical Wealth Management, LLC is seeking a Tax Manager to lead our tax practice, overseeing compliance and planning for a diverse client base in Seattle. You will sign off on federal and state returns and guide the team on complex tax matters.

You have at least 5 years in public accounting with CPA or JD credentials, and a Master’s in taxation preferred. You will build strong client relationships, manage multiple engagements, mentor staff, and drive efficient tax processes while advising on

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

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

Client relationship management

Tax planning

Communication skills

Project management

Team leadership

Education

CPA

JD

Master’s in taxation preferred

Tools

CCH Axcess Tax

BNA Income Tax Planner

CCH IntelliConnect

Job description

Empirical Wealth Management, LLC is seeking a Tax Manager to lead our tax practice, overseeing compliance and planning for a diverse client base in Seattle. You will sign off on federal and state returns and guide the team on complex tax matters.

You have at least 5 years in public accounting with CPA or JD credentials, and a Master’s in taxation preferred. You will build strong client relationships, manage multiple engagements, mentor staff, and drive efficient tax processes while advising on