Tax Advisor Empirical Wealth Management Walnut Creek, CA Job Details Full-time $125,000 - $175,000 a year 14 hours ago Benefits Disability insurance Health insurance Dental insurance Paid time off Vision insurance 401(k) matching Life insurance Qualifications Teamwork CPA Public accounting Client communication Research Doctor of Law (JD) Accounting firm experience Adaptability Tax preparation software Managing projects 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 talented tax professional to join the firm's tax practice. As a Tax Advisor, 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 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

Compensation:

Competitive salary with opportunities for additional commission-based compensation and bonuses

Benefits:

Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company 401(k) Plan with 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 30 professionals who together want to take charge of our careers alongside the opportunity that Empirical offers.

Job Type:

Full-time Pay:

$125,000.00 - $175,000.00 per year

Benefits:

401(k) matching Dental insurance Disability insurance Health insurance Life insurance Paid time off Vision insurance Application Question(s): Do you have your CPA or JD?

Work Location:

In person