Empirical Wealth - Tax Manager
COPE Staffing, Seattle, WA, United States
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
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