Senior Tax Associate Empirical Wealth Management Newport Beach, CA Job Details Full-time $85,000 - $105,000 a year 8 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Parental leave Vision insurance 401(k) matching Life insurance Qualifications Teamwork Public accounting Client communication Research Accounting firm experience Adaptability Tax preparation software Managing projects Technical Proficiency Full Job Description Empirical Wealth Management is a rapidly growing financial services firm, currently directing the financial lives and managing assets for hundreds of individuals and businesses. We seek high caliber individuals who will succeed in a high opportunity business environment. Since opening in 2006, we have organically grown to over $10B in AUM through steady referrals from our clients and business partners. Empirical provides financial guidance and execution of an integrated strategy of investments + tax + financial planning to high-net-worth individuals, families, non-profit organizations and company retirement plans. Our goal is to take the accumulated wisdom of the past several decades of academic and empirical research and years of hands-on experience to help investors grow and protect their wealth. Our market is comprised of high-income tax bracket individuals and business owners, where our expertise in tax planning and tax sensitive investing provides added value. Job Description We are seeking a Senior Tax Associate to join our tax practice. This role is ideal for a tax professional who enjoys technical tax work, collaborative planning, and direct involvement in delivering high-quality service to clients. 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 Assist 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 Our 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.

Pay:

$85,000.00 - $105,000.00 per year

Benefits:

401(k) matching Dental insurance Disability insurance Health insurance Life insurance Paid time off Parental leave Vision insurance Application Question(s): Do you have SurePrep experience? Ability to

Commute:

Newport Beach, CA 92660 (Required)

Work Location:

In person