Empirical Wealth - Tax Manager

Tax Manager

Empirical is an independent Registered Investment Advisor managing almost $4B in AUM and operating with offices in Seattle, Bellevue, Portland, Irvine, San Francisco, Los Gatos, Spokane and Anchorage. 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.

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. 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 in the Seattle/Bellevue market. 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 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