Tax Senior Manager - Boston at Brighton Jones

Boston, Massachusetts, United States

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Not SpecifiedCompensation

Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Wealth Management, Financial ServicesIndustries

Requirements

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

Responsibilities

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

Skills

Key technologies and capabilities for this role

Tax PlanningTax ComplianceEstate TaxGift TaxCharitable TaxFederal Tax ReturnsState Tax ReturnsPartnership TaxTrust TaxCorporate TaxFiduciary TaxTax Signing

Questions & Answers

Common questions about this position

What qualifications and experience are required for the Tax Senior Manager role?

A Bachelor’s degree in Accounting and CPA, JD or EA is required; Masters in Taxation or JD preferred, along with minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance.

What is the location for this Tax Senior Manager position?

The job is based in Boston.

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 dynamic team-based approach, recognized with 15 consecutive 'Best Places to Work' awards.

What salary or compensation is offered for this role?

This information is not specified in the job description.

What skills make a strong candidate for this Tax Lead Advisor position?

Strong candidates have excellent oral communication skills, the ability to manage heavy workloads on time-sensitive basis, strong research skills in tax areas, and experience with tools like CCH Axcess Tax, Excel, and Salesforce.

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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