Senior Tax Advisor — Integrated Wealth Planning

Moneco Advisors; Glastonbury (CT); On-site; USD 95,000 - 125,000; Full time

Job summary

Moneco Advisors, a leading wealth management and integrated tax advisory firm in New England, seeks a Senior Tax Associate to join its tax preparation and planning practice within a Registered Investment Advisory firm.

The role blends tax compliance with holistic financial planning, offering opportunities to work with clients and the wealth management team while developing into supervisory responsibilities over time.

Qualifications

• CPA or EA designation highly preferred.
• Minimum 5 years’ experience in the preparation and review of federal and state tax returns.
• Tax planning and wealth management coordination experience.
• Experience in client-facing roles with strong communication and interpersonal skills.
• RIA industry experience preferred.
• Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
• Ability to thrive in a fast-paced, deadline-oriented environment.
• Supervisory experience a plus, with a desire to grow into a leadership role.

Responsibilities

• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
• Calculate and prepare personal and business estimated federal and state tax payments.
• Interpret, investigate, and respond to correspondence from the IRS and other taxing agencies.
• Develop tax and financial strategies and implement them in coordination with the wealth management team.
• Partner with advisors to deliver integrated planning solutions that optimize clients’ overall financial picture.
• Stay current with evolving tax law and proactively communicate relevant changes to clients and colleagues.
• Communicate directly with clients and staff to ensure timely, accurate delivery of financial statements and tax documents.
• Maintain a client-first focus, delivering results with professionalism and care throughout the engagement lifecycle.
• Maintain a strong commitment to continuing education and professional growth.
• Contribute to a collaborative team environment, with interest in growing into a managerial or supervisory capacity over time.

Skills

Tax expertise

Communication skills

Leadership potential

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors, a leading wealth management and integrated tax advisory firm in New England, seeks a Senior Tax Associate to join its tax preparation and planning practice within a Registered Investment Advisory firm.

The role blends tax compliance with holistic financial planning, offering opportunities to work with clients and the wealth management team while developing into supervisory responsibilities over time.