Tax Manager - Scottsdale jobs in United States
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Brighton Jones · 4 days ago

Tax Manager - Scottsdale

Brighton Jones is a purpose-driven, client-focused team committed to helping individuals live richer lives. They are seeking a passionate and talented Tax Manager to lead tax client service teams, manage the tax compliance process, and provide high-quality tax and planning advice to clients.

Financial Services
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Growth Opportunities
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Responsibilities

Lead tax client service team for compliance and tax planning for some of the firm’s clients
Final review and sign off of tax returns (federal & state returns for individuals, corporations, partnerships, trusts and estates)
Oversee tax projections and tax audits for clients
Support the advisory team in tax planning related functions
Assist clients by phone support and attend client meetings
Conduct technical research as needed

Qualification

CPATax complianceTax planningCCH Axcess TaxBNA Tax PlannerTax research skillsData analysisCommunication skillsTeam collaborationAdaptability

Required

Bachelor's degree in Accounting and CPA required
4+ years of complicated individual income tax return compliance required
estate, gift, trust and partnership experience also required
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 (Salesforce, etc.) 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 CCH Axcess Tax, BNA Tax Planner preferred

Benefits

Very competitive compensation
A robust benefits package
An award-winning culture
Rewarding career growth

Company

Brighton Jones

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Brighton Jones is an investment advisory and financial planning firm headquartered in Seattle.

Funding

Current Stage
Growth Stage

Leadership Team

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Jon Jones
CEO and Co-Founder
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Charles Brighton
Co-Founder
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Company data provided by crunchbase