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Brighton Jones

Wealth management with Personal CFO guidance

Tax Manager

Tax AccountingConfirmed live in the last 24 hours
Full-timeDallas, TX, USA

About the Job

Requirements

  • A Bachelor's degree in Accounting is required. A Certified Public Accountant or Enrolled Agent credential is required; a Master's in Taxation or Juris Doctor is preferred.
  • At least 4 years of complicated individual income tax return compliance experience is required; estate, gift, trust, and partnership experience is also required.
  • Working knowledge of data collection, data analysis, and evaluation is required.
  • Strong computer skills, including Windows, Microsoft Office, Excel, and Adobe Acrobat, and the ability to learn and adapt to new software systems such as Salesforce and tax research tools such as BNA Portfolios and RIA Checkpoint are required.
  • Experience with CCH Axcess Tax and BNA Tax Planner is preferred.
  • Strong research skills and knowledge of tax-related areas, including the Internal Revenue Code, regulations, and other tax pronouncements, are required.
  • Ability to manage heavy workloads and time-sensitive projects is required.
  • Strong oral communication skills and ability to interact with a close-knit team of firm professionals with varying levels of tax knowledge are required.
  • Ability to function effectively in a fast-paced environment with continued growth and development is required.
  • The position is full-time, exempt, and in-office; the company is unable to provide visa sponsorship.

Responsibilities

  • Work with tax client service teams to complete compliance and advisory tasks.
  • Review federal and state tax returns for individuals, S corporations, partnerships, trusts, and estates in detail.
  • Oversee client tax projections and tax audits.
  • Support the advisory team with tax-planning functions.
  • Train and mentor tax associates and interns.
  • Provide phone support to clients and attend client meetings.
  • Conduct technical research as needed.

Desired Qualifications

  • A Master's in Taxation or Juris Doctor is preferred.
  • Experience with CCH Axcess Tax and BNA Tax Planner is preferred.

About the Company

Brighton Jones

Wealth management with Personal CFO guidance

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
Not listed
Total funding
Not listed
Headquarters
Seattle, WA
Founded
1999

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