Tax Manager - Scottsdale na 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. We are looking for a passionate and talented Tax Manager who enjoys developing and maintaining lasting relationships with our clients.  We really get to know our clients, have a deep understanding of their personal and business goals, and provide high-quality tax and planning advice using a consultative and comprehensive approach.   A significant portion of the Tax Services practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns. This position is responsible for overseeing a portion of the Tax Services group in the preparation and planning process for the firm’s clients.  Take our Values in Action Self-Assessment to see how our values align! 

Your Role:

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

Your Experience:

Bachelor’s degree in Accounting and CPA required; Masters in Taxation or JD preferred

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)

Experience with CCH Axcess Tax, BNA Tax Planner 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 a lot of flexibility.

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