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Brighton Jones

Posted 3 months ago

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Tax Manager - Dallas

DallasOn-siteFull-time

AI Summary

Tax Manager responsible for leading tax compliance and advisory for high-net-worth individuals, overseeing returns, projections, and audits while mentoring associates and supporting client relationships.

About this role

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 Manager who enjoys developing and maintaining lasting relationships with our clients. We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach.
A significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients.
Take our Values in Action Self-Assessment to see how our values align!

Your Role:

  • Work with tax client service teams to complete compliance and advisory tasks
  • Detail review tax returns (federal & state returns for individuals, S-corporations, partnerships, trusts and estates)
  • Oversee tax projections and tax audits for clients
  • Support the advisory team in tax planning related functions
  • Train and mentor tax associates and interns
  • Assist clients by phone support and attend client meetings
  • Conduct technical research as needed

    • Your Experience:

  • Bachelor’s degree in Accounting. CPA or EA required; Masters in Taxation or JD preferred
  • 4+ years of complicated individual income tax return compliance required; estate, gift, trust and partnership experience also required
  • 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 (Salesforce, etc.) and tax research tools (BNA Portfolios and RIA Checkpoint)
  • Experience with CCH Axcess Tax, BNA Tax Planner 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 a lot of flexibility.

    • Compensation:

  • Pay: Competitive annual salary
  • Variable Compensation: Eligible for discretionary year-end profit sharing
    • 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

    • Skills

    Adobe AcrobatBNA PortfoliosBNA Tax PlannerCCH Axcess TaxExcelMSFT OfficeRIA CheckpointSalesforceWindows

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