Tax Specialist

Brighton Securities; New York (NY); On-site; USD 39,000 - 48,000; Part time

Job summary

Brighton Securities is seeking an experienced Part-Time Tax Specialist to join our growing Tax Department in Buffalo/Williamsville, NY. This role offers a flexible, part-time schedule and the opportunity to work directly with clients without the burden of managing a team or a book of business.

You will prepare federal, state, and local tax returns for individuals and businesses, collaborate with Financial Advisors, and support projections, notices, and research while ensuring accuracy and

Qualifications

• Enrolled Agent (EA) preferred; candidates pursuing EA may be considered.

Responsibilities

• Prepare individual and business federal, state, and local tax returns.
• Work directly with clients throughout the tax preparation process.
• Partner with Financial Advisors on client tax needs and planning opportunities.
• Assist with tax projections, estimated payments, notices, and tax research.
• Support new tax client onboarding and review prior-year tax information.
• Manage assigned returns and deadlines with support from the Tax Department.
• Assist with business tax and related accounting needs as appropriate.

Skills

Enrolled Agent

Tax preparation

Client service

Attention to detail

Job description

If you are unable to complete this application due to a disability, contact this employer to ask for an accommodation or an alternative application process.

Tax Specialist

Part Time BUFFALO, Williamsville, NY, US

2 days ago Requisition ID: 1020

Salary Range: $28.00 To $35.00 Hourly

Bring Your Tax Expertise to a Different Kind of Firm

Brighton Securities is looking for an experienced Part-Time Tax Specialist to join our growing Tax Department.

This is an ideal opportunity for an experienced tax professional who wants to continue doing meaningful client work in a flexible, part-time role—without the responsibility of managing a team or building a book of business.

As part of our integrated tax and wealth management model, you’ll work directly with clients and collaborate with Financial Advisors to provide thoughtful, coordinated tax support. You’ll have the independence to apply your expertise while being supported by an experienced team.

What You’ll Do:

• Prepare individual and business federal, state, and local tax returns.
• Work directly with clients throughout the tax preparation process.
• Partner with Financial Advisors on client tax needs and planning opportunities.
• Assist with tax projections, estimated payments, notices, and tax research.
• Support new tax client onboarding and review prior-year tax information.
• Manage assigned returns and deadlines with support from the Tax Department.
• Assist with business tax and related accounting needs as appropriate.

What We’re Looking For:

• Enrolled Agent (EA) preferred; candidates pursuing their EA may also be considered.
• 2+ years of individual and/or business tax preparation experience.
• Ability to prepare returns independently and identify issues requiring additional review.
• Strong client service, communication, and organizational skills.
• High attention to detail and commitment to accuracy and confidentiality.

Why Brighton Securities?

At Brighton Securities, tax isn't a stand-alone service—it's part of how we help clients make better financial decisions.

This role offers the opportunity to:

• Work a flexible, part-time schedule
• Serve an established and growing client base
• Focus on client and tax work without managing employees
• Collaborate directly with Financial Advisors
• Work within an integrated tax and wealth management firm
• Be part of an experienced, supportive team

Committed to Equal Opportunity

Brighton Securities believes in equal opportuity for all and is committed to ensuring all individuals have an opportunity to apply for those positions they are interested in and qualify for without regard to race, religion ethnicity, national origin, citizenship, gender, gender identity, sexual oritentation, age, veteran status, disability, genetic information, or any other protected characteristic. Brighton Securities will provide reasonable accommodation for known physical or mental limitations of otherwise qualified employees and appicants with disabilities unless the accommodation imposes an undue hardship on the operation of our business.