Internship

Winter Tax Internship: February

April 2025

Updated on 11/19/2024

Brighton Jones

Brighton Jones

201-500 employees

Wealth management and financial planning services

Financial Services

Compensation Overview

$23Hourly

Seattle, WA, USA

In-person internship in the Belltown office.

Category
Tax Accounting
Accounting
Requirements
  • Eligibility includes current university students. Rising seniors are preferred.
  • Working towards a bachelor's degree in Accounting, Business, Finance or Economics preferred.
  • Academic success and other internships or work-related experience encouraged.
  • Undergraduate exposure to tax accounting is a plus, though not required.
  • Strong desire to pursue the CPA designation.
  • Strong computer skills (Windows, Microsoft Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH Axcess & Checkpoint, Pfx Scan).
  • A commitment to excellence and a drive to maintain high standards in all tasks.
  • Exceptional communication and collaboration abilities, both written and verbal, to build trust and confidence with colleagues.
  • Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of prioritizing tasks.
  • Strong interpersonal skills and demonstrates teamwork mentality.
  • Highly motivated to work in a fast-paced environment.
  • A positive attitude and enthusiasm for engaging in company culture!
Responsibilities
  • Assist with the process of collecting data and preparing it for electronic work papers.
  • Input tax data into appropriate software systems.
  • Produce electronic work papers for next-level review in conformance with department standards.
  • Assists team members with various tasks as needed.

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education for their children. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Seattle, Washington

Founded

1999

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • Brighton Jones' unique 'Personal CFO' model can attract clients seeking a more personalized and comprehensive financial planning experience.
  • Their holistic approach can lead to higher client satisfaction and retention, as it addresses multiple facets of clients' lives.
  • The firm's ability to serve a wide range of clients, including high-net-worth individuals, provides opportunities for significant revenue growth.

What critics are saying

  • The competitive nature of the wealth management industry requires Brighton Jones to continuously innovate to maintain its unique positioning.
  • Their holistic approach, while a differentiator, may also require more resources and time, potentially impacting scalability.

What makes Brighton Jones unique

  • Brighton Jones positions itself as a 'Personal CFO,' offering a comprehensive and personalized approach to financial planning that goes beyond traditional advisory services.
  • Their holistic approach integrates financial, personal, and emotional well-being, setting them apart from competitors who may focus solely on financial metrics.
  • The firm serves a diverse clientele, from those with modest assets to high-net-worth individuals, allowing them to cater to a broad market segment.

Help us improve and share your feedback! Did you find this helpful?