Bachelor's degree in Accounting and CPA, JD or EA required; Masters in Taxation or JD preferred
Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance
Strong research skills and knowledge of tax regulations and Internal Revenue Code
Excellent oral communication skills and teamwork ability
Experience with ADP, QuickBooks and databases preferred
Ability to manage heavy workloads with time-sensitive projects
Responsibilities
Build and maintain client relationships as the tax expert
Attend client meetings to deliver comprehensive tax plans
Support financial advisory team on tax-related functions
Lead onboarding and signing processes for new clients
Oversee compliance and tax planning services
Review and sign federal and state tax returns
Coach and mentor team members through real-time feedback
Benefits
Fully paid medical, dental, and vision coverage
401(k) with 100% match up to 3%
Equity ownership opportunities for all employees
Minimum 3 weeks paid time off from Day 1
Unlimited Volunteer Time Off and matching grants
100% reimbursement for training and certifications
Paid parental leave and adoption benefits
Full Job Description
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.
About Brighton Jones
Brighton Jones is a wealth management firm that provides financial planning, investment management, and tax planning services to individuals and families. The company was founded in 1999 by Jon Jones and Charles Brighton, and is headquartered in Seattle, Washington. Brighton Jones has over 250 employees and manages over $6 billion in assets. The company has been recognized as one of the top wealth management firms in the country by publications such as Barron's and Forbes.
