Tax Intern

Job Description

Winter Tax Internship: January – March 2027 | Brighton Jones

The Tone:
This is a temporary internship at Brighton Jones, located in Dallas, TX, for January through March 2027. Brighton Jones is one of the largest Registered Investment Advisors in the nation, recognized for its award-winning culture and community impact, with over $30 billion in assets under advisement and a team of 300+ individuals nationwide. The company is committed to helping clients live richer lives by aligning wealth, passion, and purpose. This role is designed for a university student to gain immediate, hands-on experience preparing tax returns for high-net-worth clients, contributing to the essential tax compliance process alongside experienced professionals within a collaborative team environment.

The TL;DR
• Role: Internship
• Type: Temporary, hourly (minimum 15 hours/week)
• Location: In-person Dallas, TX
• Pay: $16 hourly
• Team: Works alongside experienced tax professionals
• Mission: Manage the tax compliance process for high-net-worth clients’ individual income tax, trust, and gift tax returns.
• Tech Stack: CCH Axcess, CCH Checkpoint, Pfx Scan, Windows, Microsoft Office, Adobe Acrobat

What You’ll Actually Do
• Data Collection: Assist with the process of collecting data and preparing it for electronic work papers.
• Data Entry: Input tax data into appropriate software systems accurately.
• Work Paper Production: Produce electronic work papers for next-level review, ensuring conformance with department standards.
• Team Support: Assist team members with various tasks as needed to support overall operations.

The Must-Haves
• Background: Current university student, entry-level, working towards a bachelor’s degree in Accounting, Business, Finance, or Economics.
• Experience: Academic success and other internships or work-related experience are encouraged. No specific years of experience are required.
• Skills: Strong computer proficiency including Windows, Microsoft Office, and Adobe Acrobat, with the ability to quickly learn and adapt to new software systems. A commitment to excellence and a drive to maintain high standards in all tasks. Exceptional written and verbal communication and collaboration abilities for building trust with colleagues. Excellent work habits, featuring a self-starter mentality that proactively manages workloads and takes ownership of task prioritization. Strong interpersonal skills and a demonstrated teamwork mentality. Highly motivated to work effectively in a busy environment. A positive attitude and enthusiasm for engaging in company culture.
• Bonus: Undergraduate exposure to tax accounting is a plus. Strong desire to pursue the CPA designation.