Tax Senior Manager - Dallas

Brighton Jones•Dallas, TX

20h•Onsite

About The Position

At Brighton Jones, we are a purpose-driven, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we have built a culture of continuous growth, collaboration, and community, recognized with 15 consecutive “Best Places to Work” awards. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement and 300+ teammates nationwide, we are growing fast. We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with clients, emphasizing building rapport, understanding 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