Empirical Wealth Management · 6 days ago
Tax Advisor
Bellevue, WA
Full-time
Onsite
Mid, Senior Level
$125K/yr - $175K/yr
5+ years expEmpirical Wealth Management is seeking a talented tax professional to join the firm’s tax practice as a Tax Advisor. The role involves leading tax compliance and planning for clients, managing client relationships, and overseeing tax planning strategies.
FinanceFinancial ServicesRetirement
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
Qualification
Required
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 engagement 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
Preferred
Master's in taxation
Benefits
Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
401(k) Plan + match
Company
Empirical Wealth Management
Empirical Wealth Management offers investment management, tax, retirement planning, execution compensation and financial planning services.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Kenneth Smith
CEO
Company data provided by crunchbase