Jobs · Accounting · California

Tax Advisor

Empirical Wealth Management · Walnut Creek, CA · 3 mo ago
Accounting$125k–$175k/yrFull-time

Tax Advisor

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 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: $125,000 – $175,000
  • 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.

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