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Tax Senior Manager - Seattle

At Brighton Jones, we're not just looking for high performers—we're seeking outstanding collaborators who overachieve on curiosity and compassion. We offer the energy and opportunity of a high-growth organization, combined with the performance and vision of an industry leader. If you want to have an impact, we want to amplify it. 

 

Our mission goes beyond managing investments. We're changing the world through Wealth Alignment: helping our clients, teammates, and members of our global community align their time and money with their values and passions, empowering them to live more purposeful lives.  

 

This approach has fueled our growth, making us the largest RIA in the Pacific Northwest, with 18 national offices serving over 4,000 clients and managing over $26 billion in assets. Our 98% client retention rate reflects the fact that our growth has been intentional, sustainable, and 100% organic. 

 

At Brighton Jones, you'll be part of a culture that thinks big, cares deeply, and celebrates each other proudly. Our values—Commitment, Curiosity, Continuous Growth, Compassion, Collaboration, and Community—drive every decision we make. We foster this by building meaningful relationships, working hard while having fun, and giving back to our community through our Compassion in Action initiatives. 

 

We've won numerous Best Places to Work awards, but what truly sets us apart is our investment in your growth. Through programs like MESI Training, teammate-led Giving, Richer Life Partners, and a path to ownership for EVERY team member, we empower you to develop both personally and professionally.  

 

Join our #OneTeam of 300+ passionate individuals who bring a "How can I help?" attitude to their work every day. Together, we'll amplify our impact and help more people live richer lives. 

  

As one of the country's fastest growing wealth management firms, Brighton Jones is looking for a Tax Lead Advisor to join the team and provide exceptional service impact for individual, small business, fiduciary, and related estate, gift, and charitable tax planning and compliance. 

 

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. 

 

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


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 (i.e. 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, and exempt position. We are a work from office culture with lots of flexibility.


Compensation:
  • Pay: $155,000 - $185,000 per year

  • Variable Compensation: Calculated based on a percentage of tax revenue collected by the region – estimated between $60k - $75k. The percentage fluctuates based on growth. Actual compensation will depend upon an individual's skills, experience, qualifications, and other relevant factors.

  • 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.


Our Company

 

We are a company that uses creativity and passion to help our clients, colleagues, and the global community live richer lives. We are a nationally recognized wealth management firm with a strong talent focus.

 

At Brighton Jones, we are passionate about building a team of people with diverse backgrounds, ideas, and experiences. Varied voices and perspectives make us stronger, and we believe that individuality—your secret sauce!—allows us to be more successful as a group, raise the bar in all that we do, and enables us to better serve our clients and the global community.

 

Our strong cultural DNA is vital to who we are and the services we provide as a firm. Our MESI program (Mindfulness-based Social and Emotional Intelligence) empowers our employees, clients, and community to be present and act with intention and compassion. Through a growth mindset, we work to inspire, support, challenge, and motivate each other to be the best version of ourselves every day.

 

To the right individual, we offer a very competitive compensation and benefits package for our industry.  If you meet the above requirements, please apply online. In your cover letter, please describe your professional passions and ultimate career objectives.

  

Brighton Jones provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability or genetics. 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.

 

Brighton Jones expressly prohibits any form of workplace harassment based on race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, genetic information, disability, or veteran status. Improper interference with the ability of Brighton Jones’s employees to perform their job duties may result in discipline up to and including discharge.

Average salary estimate

$170000 / YEARLY (est.)
min
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$155000K
$185000K

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What You Should Know About Tax Senior Manager - Seattle, Brighton Jones

Are you ready to take your tax expertise to the next level? Brighton Jones is on the lookout for a passionate Tax Senior Manager to join our dynamic team in Seattle! Here at Brighton Jones, we transcend traditional wealth management by embracing Wealth Alignment, which empowers our clients to align their financial goals with their values. As a Tax Senior Manager, you won't just handle numbers; you'll help shape the financial futures of individuals and businesses by delivering tailored tax planning and compliance services. You'll build lasting relationships with clients, guiding them through the complexities of tax legislation while ensuring their tax strategies serve their broader aspirations. We pride ourselves on our supportive and collaborative culture, where curiosity thrives and continuous growth is nurtured. You’ll have the chance to lead a talented tax client service team, review tax returns across a variety of entities, and oversee projections and audits, all while having a blast working with like-minded individuals. At Brighton Jones, we believe in investing in you, which is why we offer a competitive compensation package along with professional development opportunities tailored to your career ambitions. If you're ready to amplify your impact in a high-growth firm that truly values personal and professional development, we'd love to hear from you!

Frequently Asked Questions (FAQs) for Tax Senior Manager - Seattle Role at Brighton Jones
What responsibilities does a Tax Senior Manager at Brighton Jones have?

As a Tax Senior Manager at Brighton Jones, your key responsibilities include building and maintaining personal relationships with clients, leading the tax client service team, delivering high-quality tax advice, and finalizing tax returns across various entities. You'll also support the financial advisory team with tax planning functions, oversee tax audits, and ensure compliance for all clients.

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What qualifications are required for the Tax Senior Manager position at Brighton Jones?

To qualify for the Tax Senior Manager role at Brighton Jones, you need a Bachelor's degree in Accounting along with a CPA, JD, or EA certification. A master's degree in Taxation is preferred, along with at least five years of tax return compliance experience covering individuals and businesses. Strong computer skills and a solid understanding of tax regulations are essential for success in this position.

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What is the work culture like for Tax Senior Managers at Brighton Jones?

The work culture at Brighton Jones is vibrant and collaborative. Tax Senior Managers enjoy a supportive environment that emphasizes teamwork, continuous learning, and personal growth. With a focus on positive values like Commitment, Curiosity, and Compassion, you’ll feel empowered to develop meaningful relationships and contribute significantly to both client and team success.

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Is the Tax Senior Manager role at Brighton Jones full-time and in-office?

Yes, the Tax Senior Manager role at Brighton Jones is a full-time, in-office position. The company embraces a work-from-office culture while offering flexibility that allows team members to effectively manage their workloads and ensure a healthy work-life balance.

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What benefits does Brighton Jones offer for the Tax Senior Manager role?

Brighton Jones provides a comprehensive benefits package for Tax Senior Managers, including competitive pay, variable compensation based on performance, health care benefits, paid time off, retirement plans, and many unique perks like unlimited volunteer time off and personal wellbeing stipends.

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Common Interview Questions for Tax Senior Manager - Seattle
How do you approach developing client relationships as a Tax Senior Manager?

When developing client relationships, I focus on understanding their personal and business goals. This involves active listening during meetings, following up on their concerns, and delivering clear and customized tax strategies that align with their values.

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Can you explain your experience with tax return compliance for individuals and businesses?

I have over five years of experience handling various tax return compliance needs, including individual, partnership, and fiduciary returns. My approach involves meticulous attention to detail and ensuring compliance with the latest tax laws and regulations.

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What strategies do you use to stay updated on changes in tax regulations?

To stay informed on tax regulations, I regularly participate in continuing education and workshops, follow leading tax law publications, and engage in industry forums to discuss changes with peers. This helps ensure that my clients receive the best advice possible.

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How do you handle multiple tax projects on tight deadlines?

I prioritize tasks by assessing their urgency and importance, ensuring I have a clear timeline for each project. Using project management tools helps me keep track of deadlines, while effective communication with my team ensures that everyone is aligned and supported.

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Describe your leadership style in managing a tax client service team.

My leadership style is collaborative and supportive. I believe in providing my team with real-time feedback, encouraging open communication, and creating an environment where they feel safe to share ideas and challenges. This approach fosters a strong group dynamic and drives excellent client service.

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What tools or software do you find most effective in tax planning and compliance?

I typically utilize comprehensive tax software like CCH Axcess Tax and BNA Tax Planner for efficient planning and compliance. Additionally, I often rely on tools like QuickBooks for client accounting and Salesforce for maintaining organized client records.

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How do you prepare for a client meeting to discuss tax strategies?

Prior to a client meeting, I review their previous tax returns, gather relevant financial information, and determine which strategies align best with their goals. This preparation allows me to provide informed, tailored advice that addresses their specific circumstances.

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What do you believe is essential in providing high-quality tax advice?

Essential components of delivering high-quality tax advice include thorough research, understanding client goals, and communicating complex information in a clear and relatable manner. Building trust is key, so clients feel confident in the recommendations made.

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How do you track the performance of your tax planning strategies for clients?

I track performance by setting clear metrics during the implementation of tax strategies and regularly reviewing outcomes with clients. This includes comparing anticipated savings with actual results and adjusting plans accordingly to optimize benefits.

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Why did you choose to apply for the Tax Senior Manager position at Brighton Jones?

I chose to apply for the Tax Senior Manager position at Brighton Jones because of its strong reputation for client-centric wealth management and commitment to employee growth. I resonate with the company's values and believe my experience aligns perfectly with its mission of helping clients lead enriched lives.

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Brighton Jones, a wealth management company, provides financial advisory services for individuals and families with substantial wealth and assets in Washington, California, and Arizona. It offers objective advice and analysis services in the areas...

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Full-time, on-site
DATE POSTED
April 21, 2025

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