Senior Tax Advisor & Planning Lead

Moneco Advisors, LLC; Shelton, Madison (CT, CT); Sur place; USD 90 000 - 130 000; Plein temps

Résumé du poste

Moneco Advisors, LLC is seeking a Senior Tax Associate in Shelton, CT. This full-time role sits at the intersection of tax compliance and holistic financial planning within an RI A environment. You will handle tax preparation, planning, and client coordination alongside the wealth management team.

The ideal candidate has CPA/EA designation, 5+ years of tax experience, and comfort with federal/state returns and planning strategy. Supervisory potential is a plus as you grow with the firm.

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.

Responsabilités

• Manage a full range of tax compliance and planning responsibilities with clients and wealth management team.
• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns.
• Calculate and prepare estimated federal and state tax payments.
• Interpret and respond to IRS and other taxing agencies’ correspondence.
• Develop tax and financial strategies in coordination with wealth management.
• Partner with advisors to deliver integrated planning solutions for clients.
• Stay current with evolving tax law and communicate changes to clients and colleagues.
• Communicate with clients and staff to ensure timely delivery of tax documents.

Connaissances

Tax compliance

Tax planning

Client communication

Leadership potential

Outils

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks Online & Desktop

Description du poste

Moneco Advisors, LLC is seeking a Senior Tax Associate in Shelton, CT. This full-time role sits at the intersection of tax compliance and holistic financial planning within an RI A environment. You will handle tax preparation, planning, and client coordination alongside the wealth management team.

The ideal candidate has CPA/EA designation, 5+ years of tax experience, and comfort with federal/state returns and planning strategy. Supervisory potential is a plus as you grow with the firm.