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

Key technologies and capabilities for this role

Tax PreparationIndividual Income TaxTrust Tax ReturnsGift Tax ReturnsTax ComplianceTax ProjectionsTax ResearchInternal Revenue CodeCCHAxcessBNACheckpoint RIAMS OfficeAdobe Acrobat

Questions & Answers

Common questions about this position

What is the salary range for the Tax Associate position?

The pay range is $70,000 - $85,000 per year.

Is this Tax Associate role remote or in-office?

This is an in-office, full-time position with a work from office culture that offers lots of flexibility.

What skills and experience are required for the Tax Associate role?

A Bachelor’s degree in Accounting is required, CPA eligibility or Masters in Taxation preferred, 0-1 year of individual income tax return experience, strong computer skills including MSFT Office and tax software, strong research skills in tax areas, and excellent communication skills.

What is the company culture like at Brighton Jones?

Brighton Jones has a purpose-driven, client-focused culture emphasizing continuous growth, collaboration, community, and a fun, supportive tax team environment, with 15 consecutive 'Best Places to Work' awards.

What benefits are offered for the Tax Associate position?

Benefits include health care (medical/dental/vision), retirement benefits, PTO, holiday flex-days, summer flex-days, company-paid holidays, parental leave, transportation benefits, unlimited volunteer time off, professional and personal wellbeing stipend, other fringe benefits, and a pathway to ownership for everyone.

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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