Senior Ria Firm Jobs in Forney, TX (NOW HIRING)

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 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.
• Some travel is required.

• 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.
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.
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.