Tax Manager - Wealth Planning & Compliance

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 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.