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. Since opening in 2006, we have organically grown to over $8B in AUM through steady referrals from our clients and business partners. Our goal is to get to $10B in the next four years and to continue opening offices across the country.
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.
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 Business Tax Advisor to deliver proactive, planning-driven tax services for our clients’ closely held businesses. This role is ideal for a tax professional who enjoys combining technical expertise with practical advice in a collaborative wealth management environment.
Key Responsibilities
- Review and sign off on federal and state tax returns for corporations and partnerships
- Manage the full compliance process, including estimates, extensions, and K-1 coordination
- Advise on entity selection, restructuring, and tax-efficient operating strategies
- Develop compensation and distribution planning strategies for business owners
- Analyze and recommend retirement plan options in coordination with broader planning objectives
- Support exit and succession planning, including business sales, ownership transitions, and generational transfers
- Collaborate with financial advisors and other internal specialists to integrate business tax strategies into comprehensive client planning
Qualifications
- Minimum 7 years of public accounting experience with an extensive background in entity taxation
- CPA or JD required; Master’s in taxation preferred
- Ability to manage multiple client engagement and projects
- Excellent written and verbal communication skills
- Strong research and analytical skills
- Willingness and desire to be part of a team
Compensation
- Salary range: $150,000 - $200,000
- Benefits: Medical, Vision, Dental, and Disability Insurance for employees are 100% paid for by the company
- 401(k) Plan + match
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.
Pay: $150,000.00 - $200,000.00 per year
Benefits:
- 401(k) matching
- Dental insurance
- Disability insurance
- Health insurance
- Life insurance
- Paid time off
- Vision insurance
Application Question(s):
- Do you have your CPA or JD?
Ability to Commute:
- Seattle, WA 98101 (Required)
Work Location: In person
