What are the responsibilities and job description for the Tax Manager position at Empirical Wealth Management?
About Empirical Wealth Management
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 $6B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next couple years 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's clients.
Key Responsibilities :
- Review and sign off on federal and state tax returns for individuals, trusts, estates
- 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 :
Compensation :
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.
Pay : $85,000.00 - $175,000.00 per year
PI258932242
Salary : $85,000 - $175,000
