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Brighton Jones

Wealth management with Personal CFO guidance

Tax Manager

Full-Time
No salary listed
Senior
Bachelor's, Master's, JD
Dallas, TX, USA
In PersonOn-site in Dallas, TX; 100% in-office with flexibility.
AccountingTax Accounting
No H1B Sponsorship

About the job

Requirements
  • Bachelor’s degree in Accounting. CPA or EA required; Masters in Taxation or JD preferred
  • 4+ years of complicated individual income tax return compliance required; estate, gift, trust and partnership experience also required
  • Working knowledge of data collection, data analysis and evaluation
  • Strong computer skills (Windows, MSFT Office, Excel, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (Salesforce, etc.) and tax research tools (BNA Portfolios and RIA Checkpoint)
  • Experience with CCH Axcess Tax, BNA Tax Planner preferred
  • Strong research skills and knowledge in tax related areas and understanding of the workings of the Internal Revenue Code, Regulations and other tax pronouncements
  • Able to manage heavy workloads and projects, many on a time sensitive basis
  • Excellent oral communication skills, with an ability to interact with a tight-knit team of firm professionals with a range of tax knowledge
  • Highly motivated with ability to function well in a fast-paced environment with continued growth and development
  • This role is an in-office, full-time, and exempt position. We are a work from office culture with a lot of flexibility.
Responsibilities
  • Work with tax client service teams to complete compliance and advisory tasks
  • Detail review tax returns (federal & state returns for individuals, S-corporations, partnerships, trusts and estates)
  • Oversee tax projections and tax audits for clients
  • Support the advisory team in tax planning related functions
  • Train and mentor tax associates and interns
  • Assist clients by phone support and attend client meetings
  • Conduct technical research as needed

About the company

B

Brighton Jones

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Brighton Jones provides wealth management services with a Personal CFO approach aimed at individuals and families. It delivers comprehensive financial planning and ongoing management across areas such as investment management, retirement planning, tax strategies, and estate planning, with a focus on aligning financial resources with personal values and life goals. How it works: clients pay advisory fees—either a percentage of assets under management, fixed fees, or a mix—and receive tailored advice and coordination across all financial aspects, guided by a holistic, fiduciary standard. How it differs from competitors: the firm emphasizes a holistic, person-centered process that integrates emotional well-being and values with financial planning, offering deeply customized planning and proactive coordination beyond traditional fiduciary advice. Goals: help clients thrive by turning complex finances into clear plans that support their life goals and family legacy.

Company Size

201-500

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

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Simplify Jobs

Simplify's Take

What believers are saying

  • September 2026 trust-company launch expands fee capture into fiduciary and trust services.
  • July to September 2026 opened offices in Stamford, Detroit, Cleveland, San Diego, and Fort Lauderdale.
  • August 2026 Citywire named Brighton Jones among America's fastest-growing RIAs.

What critics are saying

  • September 2026 trust-company launch adds regulatory burden across fiduciary and advisory businesses.
  • 2026 multi-state expansion strains service quality across 24 cities and six new offices.
  • Founder-controlled ownership exposes Brighton Jones to advisor defections and client asset flight.

What makes Brighton Jones unique

  • 100% employee-owned model aligns advisor incentives better than private-equity-backed RIAs.
  • Personal CFO bundles investments, tax, estate, insurance, and philanthropy for complex households.
  • Brighton Jones Trust Company adds South Dakota trust expertise across the client balance sheet.

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Benefits

  • Health Insurance
  • Dental Insurance
  • Vision Insurance
  • 401(k) Retirement Plan
  • Paid Vacation
  • Paid Holidays
  • Parental Leave
  • Commuter Benefits
  • Wellness Program

Company News

Brighton Jones
Sep 15th, 2026
Brighton Jones appoints new Lead Advisors to oversee San Diego and Fort Lauderdale regions.

Brighton Jones appoints new Lead Advisors to oversee San Diego and Fort Lauderdale regions. Sep 15, 2026 Firm continues national expansion with second office opening in Florida. Seattle, WA - September 15, 2026 - Brighton Jones, a $30 billion (AUA) wealth management firm dedicated to aligning clients' wealth with their values and passions, has hired Garrett Newman, CFP, as a Lead Advisor in San Diego, California and Christopher Budny, CFP, as a Lead Advisor in Fort Lauderdale, Florida. In their new roles, Newman and Budny will serve as Personal CFO for individuals and families, and lead local service teams dedicated to helping clients understand and achieve their financial and broader life goals. Newman joins Brighton Jones from After-Tax Wealth Management, where he served as a Financial Planner for the last five years. He has more than 15 years of experience in the wealth management industry and previously held positions at Prudential Financial and Fidelity Investments. Having built a client base in the San Diego community over the last several years, he is dedicated to providing local individuals and families with comprehensive wealth and investment management services. Budny will oversee Brighton Jones' Fort Lauderdale office, a newly established market for the firm and its 5th office opening this year. Budny began his career at Vanguard and spent time as a Financial Advisor at other Advisory firms in South Florida. With experience across client service, business development and operations, Budny will develop and expand upon relationships within the community to provide best-in-class client service. "Growth-oriented advisors like Garrett and Christopher understand that wealth management requires more than just financial planning. Our Personal CFO model, coupled with our Wealth Alignment philosophy, continues to attract experienced, dedicated and client-focused professionals to our firm," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "As our geographic reach continues to expand, it's essential that our Lead Advisors showcase our core values in every community where we've established a presence," said Mark Jones, Chief Growth Officer at Brighton Jones. "Garrett and Christopher exemplify our commitment to prioritizing clients' overall wellbeing, and we're excited to help more individuals and families in San Diego and Fort Lauderdale live richer lives." The San Diego office is located at 12636 High Bluff Drive, Suite 400, San Diego, CA, 92130 and the Fort Lauderdale office will be located at 100 N Federal Highway Fort Lauderdale, FL, 33301. About Brighton Jones: Brighton Jones is a leading national wealth management firm, with more than 4,000 clients and over $30 billion in assets under advisement as of April 1, 2026. The firm has pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com. Disclosure: This content is provided for informational and educational purposes only and should not be construed as individualized advice. Please note that statements made in this press release are not representative of the experiences of all Brighton Jones clients or employees and do not guarantee future performance or similar services. Assets Under Advisement (AUA) includes assets for which Brighton Jones provides advisory, planning, and consulting services. AUA is not an SEC-defined measure and differs from Regulatory Assets Under Management (RAUM) reported on Form ADV.

PR Newswire
Sep 15th, 2026
Brighton Jones appoints lead advisors to oversee San Diego and Fort Lauderdale expansion

Brighton Jones, a wealth management firm with $30 billion in assets under advisement, has appointed two new lead advisors to expand its presence in San Diego and Fort Lauderdale. Garrett Newman will oversee the San Diego office, bringing over 15 years of industry experience from firms including Prudential Financial and Fidelity Investments. Christopher Budny will lead Brighton Jones' newly established Fort Lauderdale office, the firm's fifth opening this year. Budny previously worked at Vanguard and other advisory firms in South Florida. Both advisors will serve as Personal CFO for individuals and families, leading local service teams. The appointments are part of Brighton Jones' continued national expansion, with the firm now serving more than 4,000 clients across multiple locations.

PR Newswire
Jul 22nd, 2026
Brighton Jones expands to Connecticut and Michigan with $30B wealth manager opening new offices

Brighton Jones has opened two new offices in Stamford, Connecticut, and Detroit, Michigan, as part of its national expansion. The wealth management firm appointed Robert Bennett Jr., CFP, to lead the Stamford office and Michael Kreza, CFP, to oversee the Detroit location. Bennett joins from Round Rock Advisors, where he created financial plans for high-net-worth clients. Kreza previously served as assistant vice president and private client adviser at North Coast Asset Management. The firm manages over $30 billion in assets under advisement for more than 5,500 clients as of 1 April 2026. Brighton Jones uses a Personal CFO approach that aims to align clients' wealth with their values and goals. The expansion reflects the firm's employee ownership model and focus on organic growth.

Yahoo Finance
Jul 22nd, 2026
Brighton Jones continues national expansion with new offices and lead advisors in Connecticut and Michigan.

Brighton Jones continues national expansion with new offices and lead advisors in Connecticut and Michigan. PR Newswire SEATTLE, July 22, 2026 /PRNewswire/ - Brighton Jones, a wealth management firm dedicated to aligning clients' wealth with their values and passions, has announced the opening of two new offices in Connecticut and Michigan, each managed by a new Lead Advisor. Robert Bennett Jr., CFP(R) and Michael Kreza, CFP(R) will be responsible for delivering the firm's comprehensive Personal CFO approach to families and individuals in these markets. Bennett will lead the new office in Stamford, Connecticut, and will be responsible for integrating Brighton Jones' proven approach to wealth management into the local market. He joins from Round Rock Advisors, where he created and executed financial plans for high-net-worth individuals and families. He began his career at New York Life Insurance Company, where he served as an insurance sales agent, before securing his CFP and transitioning to holistic wealth management. Kreza will oversee the Detroit, Michigan market, and will utilize his familiarity with the region to provide personalized financial planning and wealth management services to local families and individuals. He served as an Assistant Vice President and Private Client Advisor for North Coast Asset Management for the last two years, and previously spent five years as a Wealth Advisor at Polaris Wealth Advisory Group. "Bobby and Mike are solid, growth-oriented additions to our team, and their client-first mentality aligns closely with our firm's core values. As we grow, we remain deeply committed to aligning clients' investments, plans, and finances with what matters most to them," said Carley Dillon, General Manager of Personal CFO and Chief Experience Officer at Brighton Jones. "Our dedication to organic growth and our employee ownership model continue to attract new advisors to our firm," added Mark Jones, Chief Growth Officer at Brighton Jones. "We're eager to continue expanding our geographic reach and providing high-net-worth individuals and families with our exceptional client service, investment management and wealth alignment capabilities." The new Stamford office will be located at 700 Canal Street, 1st Floor, Stamford, CT. The new Detroit office will be located at 755 W. Big Beaver Road Suite 2020, Troy, MI. About Brighton Jones Brighton Jones is a leading national wealth management firm, with more than 5,500 clients and over $30 billion in assets under advisement as of April 1, 2026. The firm has pioneered a comprehensive Personal CFO approach that partners with clients across their entire balance sheet and beyond to align their resources with their values, passions, and purpose. By transcending traditional financial planning, Brighton Jones empowers every client to pursue a thriving and impactful life - their richer life. Learn more at brightonjones.com.

PR Newswire
May 19th, 2026
Brighton Jones opens Cleveland office, taps Mitchell Kotheimer as lead advisor in Ohio expansion

Brighton Jones, a $30 billion wealth management firm, has expanded into Ohio with a new Cleveland office led by Mitchell Kotheimer as Lead Advisor. The firm now operates in 24 cities following this sixth office opening in two years. Kotheimer joins from Independence Wealth Advisors, where he served as Senior Financial Planner, having worked with over 350 families throughout his career. He will serve as Personal CFO for clients, managing investments, tax and estate plans, philanthropic efforts and wealth strategies using Brighton Jones' holistic approach. The employee-owned firm serves over 5,500 clients and plans further expansion into Detroit, Fort Lauderdale, Raleigh-Durham, Salt Lake City, San Diego, St Louis and Stamford. The Cleveland office is located in the One Chagrin Highlands building in Beachwood.