Tax Senior Manager - Boston at Brightonjones

Ready to make a meaningful impact?  At Brighton Jones, we’re a purpose-drive, client-focused team committed to helping individuals live richer lives. As one of the largest RIAs in the nation, we’ve built a culture of continuous growth, collaboration, and community—recognized with 15 consecutive “Best Places to Work” awards including Inc.com’s 2025 list, as well as national honors for community impact. We lead the industry in aligning wealth, passion, and purpose to help our clients thrive. With over $30 billion in assets under advisement, 300+ teammates nationwide, and a dynamic, team-based approach, we’re growing fast—and we’re looking for driven, curious individuals to join our #OneTeam.   As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance.  We are looking for a passionate and talented Tax Lead Advisor who enjoys developing and maintaining lasting relationships with our clients.  We emphasize building rapport with our clients, having a deep understanding of their personal and business goals, and providing high quality tax and planning advice using a consultative approach.  Take our Values in Action Self-Assessment to see how our values align! 

Your Role

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

Your Experience

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, 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

This role is an in-office, full-time, and exempt position. We are a work from office culture with lots of flexibility.

Compensation:

Annual Compensation: $135,000 - $165,000 per year.

Variable Compensation: Eligible for discretionary year-end profit sharing, Restricted Equity Units granted at hire, and an expedited opportunity to convert to Partner status at vest. 

Benefits: Our benefits package includes, but is not limited to, 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, and other fringe benefits.

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