Senior Tax Advisor — Tax & Planning Leader

MONECO Advisors LLC; Glastonbury (CT); On-site; USD 80,000 - 100,000; Full time

Job summary

MONECO Advisors LLC in Glastonbury, Connecticut, is searching for a Senior Tax Associate to manage a range of tax compliance and planning responsibilities. You’ll collaborate with clients and the wealth management team, ensuring precise delivery of tax documents while contributing to a growing, supportive environment.

The ideal candidate will have a CPA or EA designation and at least 5 years of experience in tax return preparation. Join us in a role that connects tax compliance with holistic financial planning as part of one of New England’s fastest-growing firms.

Qualifications

• Minimum 5 years’ experience in the preparation and review of federal and state tax returns.
• Experience in client-facing roles with strong communication and interpersonal skills.
• 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.
• Communicate directly with clients to ensure timely delivery of financial statements.
• Contribute to a collaborative team environment while pursuing professional growth.

Skills

Tax planning and wealth management coordination

Strong communication and interpersonal skills

Proficiency with tax software including Lacerte and TaxDome

Education

CPA or EA designation

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office Suite

QuickBooks Online and Desktop

Job description

MONECO Advisors LLC in Glastonbury, Connecticut, is searching for a Senior Tax Associate to manage a range of tax compliance and planning responsibilities. You’ll collaborate with clients and the wealth management team, ensuring precise delivery of tax documents while contributing to a growing, supportive environment.

The ideal candidate will have a CPA or EA designation and at least 5 years of experience in tax return preparation. Join us in a role that connects tax compliance with holistic financial planning as part of one of New England’s fastest-growing firms.