Tax Associate - Seattle at Brighton Jones

Seattle, Washington, United States

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Not SpecifiedCompensation

Entry Level & New GradExperience Level

Full TimeJob Type

UnknownVisa

Financial Services, Accounting, TaxIndustries

Requirements

Bachelor’s degree in Accounting required; CPA eligible or Masters in Taxation preferred
0 - 1 year of individual income tax return and compliance experience
Strong computer skills (Windows, MSFT Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA)
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 professionals with a range of tax knowledge
Highly motivated with ability to function well in a fast-paced environment with continued growth and development
In-office, full-time, and exempt position

Responsibilities

Support the team on compliance matters and tax planning services for clients
Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary)
Assist with tax projections and respond to federal and state agency notices and audit requests
Support and collaborate with the financial advisory team on tax planning related functions
Tend to client needs by phone and email, and attend client meetings as needed
Conduct technical research

Skills

Tax Preparation

Individual Income Tax

Trust Tax Returns

Gift Tax Returns

Tax Compliance

Tax Projections

Tax Research

Internal Revenue Code

CCH

Axcess

BNA

Checkpoint RIA

MS Office

Adobe Acrobat

Brighton Jones

Wealth management and financial planning services

About Brighton Jones

Brighton Jones provides wealth management services by acting as a Personal CFO for individuals and families. Their approach includes comprehensive financial planning and management, helping clients align their financial resources with their personal values and life goals. They serve a diverse range of clients, from those with less than $500,000 in assets to those with over $10,000,000, including savvy investors and families focused on financial education. Brighton Jones differentiates itself from competitors by emphasizing a holistic approach that considers both financial and emotional well-being, going beyond traditional fiduciary advice. Their goal is to help clients thrive by offering tailored financial strategies that integrate all aspects of their financial lives.

Seattle, WashingtonHeadquarters

1999Year Founded

VENTURE_UNKNOWNCompany Stage

Financial ServicesIndustries

201-500Employees

Benefits

Health Insurance

Dental Insurance

Vision Insurance

401(k) Retirement Plan

Paid Vacation

Paid Holidays

Parental Leave

Commuter Benefits

Wellness Program

Risks

Robo-advisors' low-cost services may attract Brighton Jones' tech-savvy clients.

DIY financial planning tools could reduce demand for traditional advisory services.

Investments in volatile sectors expose Brighton Jones to significant market risks.

Differentiation

Brighton Jones acts as a Personal CFO, offering comprehensive financial planning services.

They emphasize a holistic approach, integrating personal values with financial goals.

Their client-centric model serves a diverse clientele, from small investors to high-net-worth individuals.

Upsides

Growing demand for ESG investing aligns with Brighton Jones' holistic approach.

Aging population increases demand for retirement planning, benefiting Brighton Jones' services.

AI integration in wealth management enhances personalized client experiences, a strength for Brighton Jones.

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