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 3 days ago
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