Tax Assistant (Seasonal) at Brighton Securities

Job Summary

Brighton Securities, an independent financial services firm, is looking to hire a full-time Tax Assistant for the 2025 season. Reporting to the Manager of Tax Services, the Tax Assistant plays a key role in enduring the smooth execution of tax workflows by assisting with document management, client file creation, administration support, and client service functions.

• Scan, organize, and maintain client tax documents in both electronic and physical formats.
• Create and manage client files to support the tax preparation process.
• Update and manage client information in the firm’s CRM tool (Canopy) to ensure accuracy and accessibility.
• Collaborate with Tax Department staff to ensure efficient and accurate workflow execution.
• Assist with administrative duties, including preparing invoices, printing completed tax returns, and processing e-signatures and payments.
• Monitor the status of client files and follow up as needed to ensure timely completion.
• Maintain confidentiality of sensitive financial and client information.
• Provide general administrative support to the Tax Department as assigned.

Qualifications

• Associate’s degree in a related field preferred and/or 2–3 years of experience in an administrative role.
• Strong attention to detail with the ability to manage multiple priorities.
• Excellent organizational and time-management skills.
• Ability to work independently and collaboratively in a team environment.
• Strong communication skills and a professional demeanor.
• Proficiency in Microsoft Office Suite and comfort with document management software; experience with tax software and CRM platforms (such as Canopy) is a plus.

Committed to Equal Opportunity

Brighton Securities believes in equal opportunity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion, ethnicity, national origin, citizenship, gender, gender identity, sexual orientation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will make reasonable accommodation for known physical or mental limitations of otherwise qualified employees and applicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.