Tax Senior Manager - Dallas at Brighton Jones

Dallas, Texas, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, TaxIndustries

Skills

Key technologies and capabilities for this role

Tax PlanningClient Relationship ManagementCommunicationInterpersonal SkillsTax ExpertiseClient Engagement

Questions & Answers

Common questions about this position

What is the salary for the Tax Senior Manager position?

This information is not specified in the job description.

Is this a remote, hybrid, or in-office role?

The position is hybrid and located in Dallas.

What skills are required for this Tax Senior Manager role?

Required skills include a strong understanding of tax planning principles, ability to build and maintain client relationships, excellent communication and interpersonal skills, experience with tax planning related functions, and ability to participate in signing and onboarding new clients.

What is the company culture like at Brighton Jones?

Brighton Jones emphasizes values like Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community, with a team of 300+ passionate individuals (#OneTeam), high client retention of 98%, and programs like MESI Training and path to ownership for every team member.

How can I stand out when applying for this role?

Demonstrate a consultative approach, passion for building client relationships, deep tax planning expertise, and alignment with the company's values; consider taking their Values in Action Self-Assessment.

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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