Senior Tax Accountant

Vaco Recruiter Services; Rocky Hill (CT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Discretionary bonuses

Job summary

A leading financial advisory firm based in Connecticut is seeking a Senior Tax Accountant. In this role, you will prepare and review various tax returns, develop tax strategies, and work closely with clients in a fast-paced environment. Ideal candidates will have at least 5 years of relevant experience, possess a CPA or EA designation, and demonstrate strong communication skills. Competitive compensation and benefits are offered.

Qualifications

• 5+ years experience preparing and reviewing federal and state tax returns.
• Tax planning and wealth management experience.
• Client-facing experience with excellent communication skills.
• Client-facing experience with excellent communication and customer service skills.
• RIA industry experience preferred.
• Proficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft Office.
• Ability to thrive in fast-paced, deadline-driven environment.
• Strong team collaboration skills.
• Supervisory experience a plus; desire to grow into leadership role.

Responsibilities

• Prepare and review various tax returns in compliance with laws.
• Calculate and prepare estimated tax payments for clients.
• Develop and implement tax strategies.
• Communicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximization.
• Interpret, investigate, and respond to IRS and state tax agency correspondence.
• Maintain current knowledge of tax law changes and business environment trends.

Skills

Tax planning

Client communication

Team collaboration

Team collaboration

Tax software

Education

CPA or EA

Tools

Lacerte

TaxDome

SurePrep

QuickBooks

Microsoft Office

Job description

SENIOR TAX ACCOUNTANT (CPA/EA)

Our client is an award-winning, multigenerational RIA firm based in CT, recognized as one of the 75 Best Places to Work for Financial Advisors nationwide by InvestmentNews. This modern, culture-driven firm provides integrated wealth management and tax advisory services to clients across Connecticut.

Position Summary:

Prepare and review tax returns while developing tax and financial strategies within a Registered Investment Advisory (RIA) practice. This role combines technical tax expertise with wealth management coordination in a collaborative, client-focused environment.

Key Responsibilities:

• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state laws
• Calculate and prepare estimated federal and state tax payments for individuals and businesses
• Develop and implement tax and financial strategies for clients
• Communicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximization
• Interpret, investigate, and respond to IRS and state tax agency correspondence
• Maintain current knowledge of tax law changes and business environment trends

Qualifications:

• CPA or EA highly preferred
• 5+ years experience preparing and reviewing federal and state tax returns
• Tax planning and wealth management coordination experience
• Client-facing experience with excellent communication and customer service skills
• RIA industry experience preferred
• Proficient in tax software (Lacerte, TaxDome, SurePrep preferred), QuickBooks, and Microsoft Office
• Ability to thrive in fast-paced, deadline-driven environment
• Strong team collaboration skills
• Supervisory experience a plus; desire to grow into leadership role

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting. The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.