Tax Manager - Dallas

Brighton Jones; Dallas (TX); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

401(k) with 100% match up to 3%

Paid Parental leave

Generous employee referral bonus

Minimum 3 weeks PTO starting Day 1

Job summary

A leading financial advisory firm in Dallas, Texas is seeking a passionate Tax Manager to lead a client service team in compliance and tax planning. The ideal candidate will have a Bachelor’s degree in Accounting, a CPA, and 4+ years of experience in complicated tax compliance. This full-time position requires strong communication abilities and the capability to manage heavy workloads while providing high-quality advice. Competitive salary and robust benefits package including fully paid medical coverage and 401(k) matching are offered.

Qualifications

• 4+ years of experience in complicated individual income tax return compliance.
• Strong knowledge of the Internal Revenue Code and related regulations.
• Experience managing heavy workloads and projects on a time-sensitive basis.

Responsibilities

• Lead tax client service team for compliance and tax planning.
• Final review and sign off of tax returns for individuals and corporations.
• Conduct technical research as needed.

Skills

Complicated individual income tax return compliance

Research skills in tax-related areas

Communication skills

Strong computer skills

Education

Bachelor’s degree in Accounting

CPA required

Masters in Taxation or JD preferred

Tools

CCH Axcess Tax

Salesforce

BNA Portfolios

RIA Checkpoint

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.

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.

Compensation:

• Pay: Competitive annual salary.
• 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.

Ownership & Financial Wellbeing

• Fully paid medical, dental, and vision coverage for employees
• 401(k) with 100% match up to 3% of annual compensation
• Equity ownership opportunities for every employee
• New Business Incentive Program
• Generous employee referral bonus
• Cell phone data reimbursement
• Financial planning services discount for employees and immediate family members

Time & Flexibility

• Minimum 3 weeks PTO starting Day 1
• Winter Break, Summer Friday flex-days, and 10 paid holidays
• Unlimited Volunteer Time Off plus company grant matching
• Heavily subsidized transit

Growth & Development

• 100% reimbursement for required training, certifications, licensing, and dues
• Personal career development plans
• Richer Life Business Partner (coaching for all employees)
• Mindful Emotional & Social Intelligence training
• Annual professional & personal wellbeing stipend

Connection & Community

• Quarterly team‑building events
• Regular social events
• Employee‑led book clubs, committees, and affinity groups

Family & Milestones

• Paid Parental leave (13 weeks for birthing parent and 6 weeks for non‑birthing parent)
• Adoption benefits
• Anniversary milestone celebrations, including a 3-month paid sabbatical at 10 years

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.