Tax Advisor
Empirical Wealth Management
Tax Advisor/Manager - Wealth Management
We are seeking a knowledgeable and detail-oriented Tax Advisor/Manager to provide expert tax planning and compliance services to our clients. The ideal candidate will have a strong background in tax and accounting, with the ability to navigate complex tax regulations and provide strategic advice to optimize tax positions.
Key Responsibilities
- Review and sign off on federal and state tax returns for individuals, trusts, estates, non-profits, corporations, and partnerships
- Conduct tax research and analysis to ensure compliance with current tax laws
- Provide clients with tax planning strategies to minimize liabilities
- Assist in resolving tax disputes and representing clients before tax authorities
- Stay up-to-date with changes in tax legislation and implications for clients
- Develop and maintain client relationships, providing exceptional service and support
Qualifications
- Bachelor's degree in Accounting or related field
- 5+ years of public accounting experience
- CPA or JD required
- Master in Taxation preferred
- Strong knowledge of tax regulations and compliance
- Proven experience in tax preparation and planning
- Excellent analytical and problem-solving skills
- Effective communication and interpersonal skills
For this position you must be currently authorized to work in the United States. We do not sponsor for this position.
Vacancy posted 15 hours ago
Similar jobs that could be interesting for youBased on the Tax Advisor in San Mateo, CA vacancy
- H&R Block in Belmont, CA is seeking a year-round Block Advisor to prepare complete tax returns for individuals and small businesses, conduct client interviews, and deliver personalized recommendations. You will build long-term client relationships, identify tax savings...SuggestedHourly pay
- H&R Block is seeking a year-round Block Advisor Tax Advisor to help clients navigate complex tax and business services, prepare accurate returns, uncover savings, and build lasting relationships in-person at a local Block Advisors office. You will interview clients, handle...SuggestedWork at officeLocal area
$18.95 - $80 per hour
About The Role As a year-round Block Advisor Prepare complete, accurate tax returns for clients with diverse and complex tax situations, including individual and business returns Conduct in-depth client interviews to understand financial situations, life changes, and...SuggestedHourly payMinimum wageTemporary workWork at officeLocal area$17.75 - $23.5 per hour
...About the Role As a seasonal Tax Associate at H&R Block, you’ll begin a career in tax and client services—no prior tax experience required. With training and support from day one, you’ll work directly with clients to gather information, prepare tax returns, and answer...SuggestedHourly payMinimum wageTemporary workSeasonal workWork at officeLocal areaWeekend workAfternoon shiftH&R Block
Millbrae, CA3 days ago$75k - $125k
...Senior Tax Advisor Due to continuing growth, we are seeking a Senior Tax Advisor to join our team. In addition to the traditional roll-up your sleeves tax preparation and client advisory, the role requires a strong sense of entrepreneurship, strategy, and collaboration...SuggestedWork experience placementWork at officeFlexible hoursPlatform Accounting Group
San Bruno, CA15 hours ago$110k - $150k
...Tax AccountantSkydio is the leading US drone company and the world leader in autonomous flight, the key technology for the future of... ...managing the legal entities of the Skydio GroupSupport external tax advisors with required documentation for R&D tax credit studies and other...Full timeWork at officeLocal areaRelocation package3 days per weekSkydio
San Mateo, CA2 days ago$60 - $65 per hour
Payrate: $60.00 - $65.00/hr. Summary: The auditor will be responsible for conducting the regular User Access Reviews from inception to completion, engaging with our internal and external auditors, engaging with business users and IT, completing all necessary...Hourly payFull timeLocal areaFlexible hoursAditi Consulting
Belmont, CA3 days ago- We are seeking a detail-oriented and knowledgeable Tax Preparer to join our CPA firm. The Tax Preparer will be responsible for preparing and reviewing individual, business, trust, and other tax returns while ensuring compliance with federal, state, and local tax regulations...Local area
- Fiesta Auto Insurance G&P- Urgent Hiring for a Highly Skilled and Motivated Income Tax Preparer For Upcoming Tax Season Ready to turn your skills into uncapped income in a lively, high-energy environment. If you thrive in a collaborative environment where your growth is...Hourly payTemporary workWork at office
- H&R Block is seeking a year-round Block Advisor to prepare complete, accurate tax returns for individuals and businesses, conduct client interviews, and deliver personalized recommendations. You’ll build lasting relationships by offering tax savings opportunities and Block...Work at officeLocal area
- H&R Block, Inc. is seeking a year-round Block Advisor Tax Advisor for an in-person role at a local Block Advisors office in California. You will prepare complex returns, interview clients, and identify tax savings opportunities while delivering empathetic, consultative...Work at officeLocal area
- H&R Block is hiring a year-round Block Advisor Tax Advisor to prepare complete and accurate tax returns for clients with diverse and complex situations, including individual and business returns. You will interview clients, offer personalized recommendations, and build...Work at officeLocal area
$85k - $130k
...internal controls and improve efficiency. Payroll and Benefits Accounting • Record and reconcile monthly payroll, benefits, payroll taxes, deductions, and related liabilities. • Reconcile payroll reports and benefit activity to the general ledger and investigate and...Full timeLocal areaNotre Dame de Namur
Belmont, CA1 day ago- ...assets, inventory, leases, construction contract and job-cost accounting, accounts payable, accounts receivable, payroll accounting, and tax support. Maintain an effective internal control environment and coordinate internal and external audits, compliance activities, and...Contract workFor contractorsLocal area
- Pike Industries, Inc., a CRH company, is seeking a Controller to lead accounting, financial reporting, internal controls, and tax-related processes across multi-location operations in New England and affiliated businesses. Reporting to the VP of Finance, this hands-on role...
$11 - $80 per hour
...Overview Block Advisor Tax Advisor - Remote at H&R Block. This remote tax professional role serves clients with diverse tax needs and provides the support of an expert team and advanced tax training to help you succeed. Responsibilities Conduct tax interviews...Hourly payMinimum wageFull timeLocal areaRemote workFlexible hoursH&R Block
Redwood City, CA4 days ago- Intuit, Inc. is hiring TurboTax Local Service Experts to deliver full-service tax prep and expert advice at a local TurboTax location. You will engage with clients in person and virtually, build relationships, and collaborate with specialists to provide end-to-end solutions...Local area
- A tax services company seeks a remote Tax Advisor to support clients with diverse tax needs. This role involves conducting virtual tax interviews, generating business growth, and maintaining strong client relationships. Candidates should have a CPA or Enrolled Agent certification...Remote job
- Intuit, Inc. is hiring TurboTax - Local Service Experts to serve customers at a nearby TurboTax location. You will provide on-site tax preparation, personalized advice, and collaboration with a team of specialists to address complex tax scenarios. You will grow the local...Local area
- H&R Block is hiring a Seasonal Tax Associate to work in-person at a local tax office. You will meet with clients, gather information, and prepare tax returns with training and support. No prior tax experience is required, and you will earn an hourly rate with opportunities...Hourly paySeasonal workWork at officeLocal area
- ...energetic TurboTax Local Service Experts to join our on-site team at a TurboTax location in the United States. You will perform full-service tax return preparation, deliver tax advice, and collaborate with specialists across bookkeeping, payroll, and financial planning to...Local area
- ...to join our team as year-round TurboTax Local Service Experts at a TurboTax location in the United States. You will provide hands-on tax preparation and expert guidance, serving in-person and virtual clients while engaging with a broad network of Intuit specialists to deliver...Local area
- Intuit, Inc. seeks energetic TurboTax Local Service Experts to provide hands‑on tax preparation and advisory services at a TurboTax location across the United States. You'll work with a team to serve in-person and virtual clients, building long-term relationships and driving...Local area
- H&R Block, Inc. is seeking a seasonal Experienced Tax Professional to act as a trusted advisor for clients, preparing accurate returns and uncovering savings opportunities. You will work in-person at a local tax office in South San Francisco, CA, supported by industry-...Seasonal workWork at officeLocal area
- RingCentral, Inc. is seeking a Director of Internal Audit to lead the evolution of the global audit function, overseeing the SOX program and driving AI-enabled, data-driven audits across our expanding tech environment. You will report to the VP of Internal Audit and partner...
- Intuit, Inc. is hiring TurboTax Local Service Experts to provide on-site tax preparation and expert guidance at TurboTax locations nationwide. You will engage clients face-to-face and virtually, delivering end-to-end tax services while connecting them with Intuit solutions...Local area
$129.2k - $206.7k
...Senior Tax Analyst Visa Corporate Tax has an exciting opportunity for a Senior Tax Analyst to join our dynamic team of tax professionals. Reporting to the Director of State Compliance, you will be primarily responsible for income and franchise, property, sales and use...Work experience placementWork at officeLocal areaVisa
San Mateo, CA15 hours ago$27 - $41 per hour
...locations across the United States. This unique opportunity combines tax expertise, entrepreneurial spirit, and community engagement to... ...a TurboTax - Local Service Expert, you will serve as a trusted advisor, empowering customers to achieve positive financial outcomes...Work at officeLocal areaMonday to FridayIntuit
Menlo Park, CA9 days ago- ...seeking motivated TurboTax Local Service Experts to work on-site at TurboTax locations across the United States. You will provide hands-on tax preparation, offer expert tax advice, and support clients in-person and virtually as part of a collaborative team of financial...Local area
- Intuit, Inc. seeks a TurboTax Local Service Expert to prepare tax returns and provide expert advice in a local TurboTax office. You will collaborate with a team of specialists to deliver end-to-end guidance, connect clients to additional Intuit services, and grow the local...Work at officeLocal area
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Tax Advisor. Be the first to apply!
