Brighton Jones · 4 months ago
Tax Senior Manager - Boston
Boston, MA
Full-time
Onsite
Senior Level
$135K/yr - $165K/yr
5+ years expBrighton Jones is one of the largest RIAs in the nation, committed to helping individuals live richer lives through a purpose-driven, client-focused approach. They are seeking a Tax Lead Advisor to provide exceptional tax planning and compliance services, build lasting client relationships, and lead a tax client service team.
Financial Services
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
Qualification
Required
Bachelor's degree in Accounting and CPA, JD or EA is required
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)
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
Preferred
Masters in Taxation or JD preferred
Experience with ADP, QuickBooks, and databases (i.e. Salesforce) preferred
Benefits
Health care benefits (medical/dental/vision)
Retirement benefits
Paid time off (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
Company
Brighton Jones
Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Jon Jones
CEO and Co-Founder
Charles Brighton
Co-Founder
Recent News
2026-01-13
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