Tax Specialist

Brighton Securities • Town of Amherst, NY

9d • $28 - $35

About The Position

Brighton Securities is seeking an experienced Part-Time Tax Specialist to join their Tax Department. This role is designed for tax professionals who wish to continue client work in a flexible, part-time capacity without the burdens of team management or business development. The specialist will operate within an integrated tax and wealth management framework, working directly with clients and collaborating with Financial Advisors to deliver comprehensive tax support. The position offers autonomy in applying expertise, backed by a supportive team.

Requirements

• Enrolled Agent (EA) preferred; candidates pursuing their EA may also be considered.
• 2+ years of individual and/or business tax preparation experience.
• Ability to prepare returns independently and identify issues requiring additional review.
• Strong client service, communication, and organizational skills.
• High attention to detail and commitment to accuracy and confidentiality.

Responsibilities

• Prepare individual and business federal, state, and local tax returns.
• Work directly with clients throughout the tax preparation process.
• Partner with Financial Advisors on client tax needs and planning opportunities.
• Assist with tax projections, estimated payments, notices, and tax research.
• Support new tax client onboarding and review prior-year tax information.
• Manage assigned returns and deadlines with support from the Tax Department.
• Assist with business tax and related accounting needs as appropriate.

Benefits

• Flexible, part-time schedule
• Serve an established and growing client base
• Focus on client and tax work without managing employees
• Collaborate directly with Financial Advisors
• Work within an integrated tax and wealth management firm
• Be part of an experienced, supportive team

What This Job Offers

• Job Type: Part-time
• Career Level: Mid Level
• Education Level: No Education Listed