Tax Specialist
Boost your chances before you apply.
Brighton Securities
NY
Summary
Prepare individual and business tax returns while collaborating with financial advisors to provide coordinated tax support. Manage client tax needs, including projections, estimated payments, and onboarding processes.
Job Description
Bring Your Tax Expertise to a Different Kind of FirmBrighton 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
If you’re an experienced tax professional looking for greater flexibility while continuing to do challenging, meaningful work with clients, we’d like to meet you!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.
Serving as a Confident, Trusted Financial Advisor and Friend Since 1969
Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport.
Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios.
Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table.
WEALTH MANAGEMENT YOU CAN TRUST
We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert.
Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way.
Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.
Founded
1969
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Rochester, NY
Serving as a Confident, Trusted Financial Advisor and Friend Since 1969
Brighton Securities is a local, independently owned, financial services firm headquartered in Rochester, New York with offices on Monroe Avenue in Brighton, Main Street in Batavia, and Market St. in Lockport.
Established in 1969, Brighton Securities uses a client-focused approach to delivering wealth management and financial services that include: Financial Planning, Saving Strategies, Insurance Solutions, Estate Planning, Tax Planning & Preparation, Corporate Services and Modeled Investment Portfolios.
Our financial professionals serve individuals, couples, families, trusts, estates, as well as small- to medium-sized businesses with the 500+ years of combined experience in financial services that our team brings to the table.
WEALTH MANAGEMENT YOU CAN TRUST
We understand that your finances are your life’s work, and that every aspiration whether it’s a new home, paying for higher education, retiring, or starting your own business all depend on managing your income with a trusted financial expert.
Trust is everything, especially in a relationship with your financial professional. It is our goal at Brighton Securities, to become a crucial member of your inner circle of close advisors who will help you achieve your life’s goals, and who will be there advocating for your success every step of the way.
Brighton Securities will work with you to envision your future – developing and executing investment strategies that will help you to build and protect your wealth and help ensure the lifestyle you ultimately desire.
Founded
1969
Company size
11-50 employees
Industry
Financial Services
Org type
Privately Held
Headquarters
Rochester, NY