Empirical Wealth Management
Tax Advisor
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Tax Advisor
role at
Empirical Wealth Management .
Empirical is an independent RIA managing $8.5 billion in AUM, operating offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos, and Fort Worth. The firm provides financial guidance and integrated strategy of investments, tax, and planning to high‑net‑worth individuals, families, non‑profits, and corporate retirement plans.
We seek high‑caliber individuals to succeed in a high‑opportunity business environment.
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
Salary range: $125,000 – $175,000
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance; Investment Management; Financial Services; Accounting
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Tax Advisor
role at
Empirical Wealth Management .
Empirical is an independent RIA managing $8.5 billion in AUM, operating offices in Seattle, Portland, Bellevue, Irvine, San Francisco, San Mateo, Los Gatos, and Fort Worth. The firm provides financial guidance and integrated strategy of investments, tax, and planning to high‑net‑worth individuals, families, non‑profits, and corporate retirement plans.
We seek high‑caliber individuals to succeed in a high‑opportunity business environment.
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
Salary range: $125,000 – $175,000
Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
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.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Accounting/Auditing and Finance; Investment Management; Financial Services; Accounting
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