Tax Senior Manager - Dallas

Brighton Jones; Dallas (TX); On-site; USD 85,000 - 110,000; Full time

Benefits offered by this job

Fully paid medical, dental, and vision coverage

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

Generous employee referral bonus

Unlimited Volunteer Time Off

100% reimbursement for training and certifications

Annual professional & personal wellbeing stipend

Job summary

Brighton Jones in Dallas, Texas is seeking a passionate Tax Lead Advisor to develop relationships with clients and provide high-quality tax and planning advice. This full-time role requires a Bachelor’s degree in Accounting, CPA, JD or EA, and a minimum of 5 years of relevant experience. The position includes supervising tax return compliance and leading client service teams, offering competitive pay, extensive benefits, and 3 weeks PTO starting from day one.

Qualifications

• Minimum 5 years of individual, partnership, fiduciary, estate, and gift tax return compliance.
• Strong knowledge in tax related areas and understanding of Internal Revenue Code.

Responsibilities

• Build and maintain personal relationships with clients as the technical tax expert.
• Lead tax client service team for compliance and planning.
• Final review and signing of tax returns.

Skills

Strong research skills

Excellent oral communication

Strong computer skills

Ability to manage heavy workloads

Ability to adapt quickly to new software

Education

Bachelor’s degree in Accounting

CPA, JD or EA

Masters in Taxation or JD preferred

Tools

CCH Axcess Tax

Adobe Acrobat

QuickBooks

Salesforce

Job description

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.

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 (e.g. 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, exempt position. We are a work‑from‑office culture with lots of flexibility.
• Some travel is required.

Pay & Variable Compensation

• Pay: Competitive annual salary + variable.
• 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.

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.