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Mid-level (3 to 4 years), Senior (5 to 8 years), Expert & Leadership (9+ years)
Tax Senior Manager - Washington, D.C. at Brighton Jones
Washington, District of Columbia, United States
Not SpecifiedCompensation
Senior (5 to 8 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
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
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 Tax Senior Manager role remote or office-based?
This information is not specified in the job description.
What skills are required for the Tax Lead Advisor role?
The role requires expertise in individual, small business, fiduciary, estate, gift, and charitable tax planning and compliance, along with strong relationship-building skills, consultative tax advice, and the ability to participate in client meetings and onboarding.
What is the company culture like at Brighton Jones?
Brighton Jones fosters a collaborative culture driven by values of Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community, emphasizing meaningful relationships, hard work with fun, and community giving through Compassion in Action initiatives.
What makes a strong candidate for this Tax Senior Manager role?
Strong candidates are outstanding collaborators with high curiosity and compassion, technical tax expertise, and a passion for building lasting client relationships while aligning with the company's values.
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