About this opportunity
Empirical Wealth Management lists this Tax Manager opportunity in san mateo, California. Review the employer’s description below for duties, qualifications and application requirements.
Job description
Empirical Wealth Management is a rapidly growing financial services firms, 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. Our goal is to get to $100B and to continue opening offices across the country.
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 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’sclients.
Key Responsibilities
Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, andpartnerships
Manage existing and build new clientrelationships
Oversee tax planning strategies for clients and run taxprojections
Prepare internal memos, written tax guidance, and correspond with IRS and state taxauthorities
Support and collaborate with the advisory team on tax planning relatedfunctions
Manage workflow, budgets, andbillings
Evaluate and develop processes and procedures to improve tax departmentefficiency
Qualifications
Minimum 5 years of public accounting experience with an extensive background intaxation
CPA or JD required; Master’s in taxationpreferred
Ability to manage multiple client engagement andprojects
Proficiency in or ability to adapt quickly to new tax software and research tools (i.e., CCH Axcess Tax, BNA Income Tax Planner, and CCHIntelliConnect)
Excellent written and verbal communicationskills
Strong research and analyticalskills
Willingness and desire to be part of ateam
Compensation
Salary range: $125,000 –$175,000 plus incentive bonus
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by thecompany
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 Empiricaloffers.
Visa Sponsorship
We are unable to provide visa sponsorship for this position. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in thefuture.
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Worksite address
san mateo, CA, 94409, US
Who can apply
Review the original listing for work authorization, qualifications and employer requirements.