Senior Tax Advisor for Integrated Wealth Planning

Moneco Advisors, LLC; Newtown (CT); On-site; USD 90,000 - 120,000; Full time

Job summary

Moneco Advisors, LLC in Newtown, CT is seeking a Senior Tax Associate to join our integrated tax advisory practice embedded within a full-service wealth management firm.

You will prepare and review diverse tax returns, plan tax strategies with wealth advisors, and communicate with clients to deliver accurate documents. CPA/EA preferred; 5+ years' experience; opportunity to grow into supervisory leadership.

Qualifications

• CPA or EA designation highly preferred.
• Minimum 5 years’ experience in federal and state tax returns.
• Tax planning and wealth management coordination experience.

Responsibilities

• Prepare and review federal and state tax returns for individuals, fiduciaries, corporate, and partnership entities.
• Develop tax planning strategies in coordination with the wealth management team.
• Communicate with clients and staff to ensure timely delivery of tax documents and statements.
• Commit to ongoing education and contribute to a collaborative team environment.

Skills

Client communication

Team collaboration

Deadline-oriented

Leadership potential

Education

CPA/EA designation

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks Online

QuickBooks Desktop

Job description

Moneco Advisors, LLC in Newtown, CT is seeking a Senior Tax Associate to join our integrated tax advisory practice embedded within a full-service wealth management firm.

You will prepare and review diverse tax returns, plan tax strategies with wealth advisors, and communicate with clients to deliver accurate documents. CPA/EA preferred; 5+ years' experience; opportunity to grow into supervisory leadership.