Sobre este puesto de Tax Senior Manager - Dallas en Brightonjones

Brightonjones · Dallas, TX

Ready to make a meaningful impact?

At Brighton Jones, we’re 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.

Take our Values in Action Self-Assessment to see how our values align!

Your Role

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

Your Experience

Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred

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)

Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred

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

This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Some travel is required.

Pay: Competitive annual salary + variable.

Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest.

Ownership & Financial Wellbeing

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

Time & Flexibility

Minimum 3 weeks PTO starting Day 1

Winter Break, Summer Friday flex-days, and 10 paid holidays

Unlimited Volunteer Time Off plus company grant matching

Heavily subsidized transit

Growth & Development

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

Connection & Community

Quarterly team-building events

Regular social events

Employee-led book clubs, committees, and affinity groups

Family & Milestones

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

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.

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Sobre este puesto de Tax Senior Manager - Dallas en Brightonjones

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