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Brighton Jones

Wealth management with Personal CFO guidance

Tax Associate

Tax AccountingConfirmed live in the last 24 hours
Full-timeDallas, TX, USA$70k - $80k /yr

About the Job

Requirements

  • A Bachelor's degree in Accounting is required.
  • CPA eligibility or a Master's in Taxation is preferred.
  • Requires 0–1 year of individual income tax return and compliance experience.
  • Strong computer skills, including Windows, Microsoft Office, and Adobe Acrobat, and the ability to learn and adapt to new software systems such as CCH, Axcess, BNA, and Checkpoint RIA.
  • Strong research skills and knowledge in tax-related areas, including understanding the Internal Revenue Code, regulations, and other tax pronouncements.
  • Ability to manage heavy workloads and projects, many on a time-sensitive basis.
  • Oral communication skills and the ability to interact with a close-knit team of professionals with a range of tax knowledge.
  • Ability to function well in a fast-paced environment with ongoing growth and development.

Responsibilities

  • Support the team on tax compliance matters and tax planning services for clients.
  • Prepare federal and state tax returns for individuals, corporations, partnerships, and fiduciaries.
  • Assist with tax projections and respond to federal and state agency notices and audit requests.
  • Support and collaborate with the financial advisory team on tax-planning-related functions.
  • Address client needs by phone and email, and attend client meetings as needed.
  • Conduct technical research.

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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