Tax Senior Manager - Dallas

Brighton Jones•Dallas, TX

2d•Onsite

About The Position

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam. We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients. We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.

Requirements

Bachelor’s degree in Accounting and CPA, JD or EA is required
Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
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 (CCH Axcess Tax, BNA Tax Planner) and tax research tools (BNA Portfolios and RIA Checkpoint)
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

Nice To Haves

Masters in Taxation or JD preferred
Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

Responsibilities

Build and maintain a personal relationship with clients as the technical tax expert on their planning team
Assist clients by attending client meetings and delivering client’s tax plan
Support the financial advisory team in tax planning related functions
Actively participate in signing and onboarding new clients to the firm
Lead tax client service team for compliance and tax planning
Final review and signing of tax returns (federal & state returns for individuals, corporations, partnerships, trusts, and estates)
Oversee tax projections and tax audits for clients
Coach and develop the team through real-time and consistent feedback

Benefits

Competitive annual salary + variable
Discretionary year-end profit sharing
Restricted Equity Units granted at hire
Expedited opportunity to convert to Partner status at vest
Fully paid medical, dental, and vision coverage for employees
401(k) with 100% match up to 3% of annual compensation
Equity ownership opportunities for every employee
New Business Incentive Program
Generous employee referral bonus
Cell phone data reimbursement
Financial planning services discount for employees and immediate family members
Minimum 3 weeks PTO starting Day 1
Winter Break
Summer Friday flex-days
10 paid holidays
Unlimited Volunteer Time Off plus company grant matching
Heavily subsidized transit
100% reimbursement for required training, certifications, licensing, and dues
Personal career development plans
Richer Life Business Partner (coaching for all employees)
Mindful Emotional & Social Intelligence training
Annual professional & personal wellbeing stipend
Quarterly team-building events
Regular social events
Employee-led book clubs, committees, and affinity groups
Paid Parental leave (13 weeks for birthing parent and 6 weeks for non-birthing parent)
Adoption benefits
Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years