Tax Associate - Dallas

Brighton Jones; Dallas (TX); On-site; USD 70,000 - 80,000; Full time

Benefits offered by this job

Health care benefits

Retirement benefits

Paid time off

Holiday flex-days

Summer flex-days

Company-paid holidays

Parental leave

Transportation benefits

Volunteer time off

Wellbeing stipend

Job summary

Brighton Jones in Dallas, TX, seeks a tax professional to support compliance and tax planning for clients, handling returns for individuals and entities. The role includes research, client communication, and collaboration with the financial advisory team.

In-office, full-time position requiring a degree and minimal experience, with a strong benefits package and competitive compensation. Visa sponsorship is not available.

Qualifications

• Bachelor's degree in Accounting required; CPA eligible or Masters in Taxation preferred.
• 0 - 1 year of individual income tax return and compliance experience.
• Strong computer skills and ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA).
• Requires strong research skills and understanding of IRS code, regs and tax pronouncements.
• Able to manage heavy workloads and projects in a fast-paced environment.

Responsibilities

• Support the team on compliance matters and tax planning services for clients.
• Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary).
• Assist with tax projections and respond to federal & state agency notices and audit requests.
• Support and collaborate with the financial advisory team on tax planning functions.
• Tend to client needs by phone and email, and attend client meetings as needed.
• Conduct technical research.

Skills

Oral communication

Research skills

Adapt to new software

Time management

Education

Bachelor's degree in Accounting

CPA eligible or Masters in Taxation preferred

Tools

Windows

MS Office

Adobe Acrobat

CCH

Axcess

BNA

Checkpoint RIA

Job description

Ready to make a meaningful impact?

At Brighton Jones, we’re a purpose-driven, 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.

The tax team at Brighton Jones prides themselves on a collective, fun, and supportive work environment. A significant portion of our tax practice consists of managing the tax compliance process for our clients’ individual income tax, trust, and gift tax returns.

Take our Values in Action Self-Assessment to see how our values align!

Your Role

• Support the team on compliance matters and tax planning services for our clients
• Front line preparation of tax returns (federal & state for individual, corporation, partnership, fiduciary)
• Assist with tax projections and respond to federal & state agency notices and audit requests
• Support and collaborate with the financial advisory team on tax planning related functions
• Tend to client needs by phone and email,and attend client meetings as needed
• Conduct technical research

Your Experience

• Bachelor’s degree in Accounting required; CPA eligible or Masters in Taxation preferred
• 0 - 1 year of individual income tax return and compliance experience
• Strong computer skills (Windows, MSFT Office, Adobe Acrobat) and the ability to learn and adapt quickly to new software systems (CCH, Axcess, BNA, Checkpoint RIA)
• Requires 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 ofprofessionals 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

• Pay:$70,000 - $80,000 per year

• 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. Everyone in the company has a pathway to ownership.

Visa Sponsorship: Please note, we are unable to provide visa sponsorship for the position offered. Accordingly, we are unable to hire individuals who require, or will require, employment visa sponsorship either now or in the future.

We are committed to building a business where all of our team members genuinely love where they work and are empowered to reach their full potential. We do this by building authentic relationships with one another, learning and growing continuously together, working hard while having lots of fun, and giving back to our community.

Brighton Jones is a team founded on equity and respect, and we’re on a mission to help each other, our clients, and global community thrive. We actively foster a compassionate and inclusive culture and are committed to creating a diverse #OneTeam where teammates can show up authentically.

To the right individual, we offer very competitive compensation, a robust benefits package, an award-winning culture, and rewarding career growth.

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, veteran status, or caste. In addition to federal law requirements, Brighton Jones complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has offices. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation and training.