Senior Tax Manager
Forward FinancingSalary not specified
- Full Time
- Senior (5 to 8 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, TaxIndustries
Requirements
Candidates should possess a Bachelor's degree in Accounting, Taxation, or a related field, and have at least 10 years of progressive experience in tax advisory services, with a strong focus on individual and small business tax planning. A Certified Public Accountant (CPA) license is required, and demonstrated expertise in estate, gift, and charitable tax planning is essential. Strong knowledge of US tax laws and regulations is necessary, along with experience in fiduciary tax planning.
Responsibilities
As a Tax Lead Advisor, you will build and maintain a personal relationship with clients, serving as their technical tax expert on their planning team, assisting clients by attending meetings and delivering tax plans, supporting the financial advisory team in tax planning functions, and actively participating in signing and onboarding new clients to the firm. You will also provide high-quality tax and planning advice using a consultative approach, demonstrating a deep understanding of client goals and objectives.
Skills
Tax Planning
Client Relationship Management
Communication
Interpersonal Skills
Tax Expertise
Client Engagement
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