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Senior Tax Advisor: Proactive Planning & Mentorship

Job in Newport Beach, Orange County, California, 92659, USA
Listing for: Empirical Wealth Management
Full Time position
Listed on 2026-10-13
Job specializations:
  • Finance & Banking
    Tax Advisor, Wealth Management, Tax Manager
Salary/Wage Range or Industry Benchmark: 85000 - 105000 USD Yearly USD 85000.00 105000.00 YEAR
Job Description & How to Apply Below

Empirical Wealth Management is seeking a Senior Tax Associate to join our tax practice in Newport Beach, CA. The role focuses on technical tax work, collaborative planning, and direct client service, with opportunities to train and mentor junior staff.

Key duties include preparing returns, tax projections, and proactive planning, while coordinating with advisors and communicating with clients by phone and email. Requires CPA/JD and 2–5 years in tax with strong research skills.

The following opening is for a Senior Tax Advisor:
Proactive Planning & Mentorship with Empirical Wealth Management.

The position is based in Newport Beach, CA, United States.

This opportunity is part of our work in Finance, Legal.

The advertised compensation is 85..

We aim to respond to suitable candidates as soon as possible.

Full responsibilities and requirements are described in the listing above.

Position Requirements
10+ Years work experience
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