Senior Tax Associate
Empirical Wealth Management · Irvine, CA · 2 mo ago
Accounting$85k–$105k/yrFull-time
Key Responsibilities
- Provide initial tax preparation support, including information gathering, workpaper creation, data entry, and first-draft return preparation
- Review returns and selected projects prepared by Tax Associates and interns
- Aid in training and mentoring junior team members
- Prepare tax projections and provide proactive tax planning recommendations
- Prepare responses to IRS and state tax notices and correspondence
- Collaborate with the advisory team on tax planning matters and client service initiatives
- Communicate with clients by phone and email and participate in client meetings as needed
- Conduct tax research and provide support on technical projects and planning matters
Qualifications
- 2-5 years of public accounting experience with a background in taxation
- CPA eligible 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
Compensation
Salary range: $85,000 – $105,000
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan + match
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.