Senior Tax Advisor - Tax Planning & Wealth Management

Moneco Advisors; Fairfield (CT); On-site; USD 85,000 - 115,000; Full time

Benefits offered by this job

Competitive benefits

Bonus potential

Job summary

Moneco Advisors in Connecticut seeks a Senior Tax Associate to join our integrated tax advisory practice within a growing wealth management firm. This role blends tax compliance and planning with proactive client service in a collaborative, client‑focused environment.

You will lead preparation and review of diverse returns, advise on strategies, and partner with wealth advisors to support multigenerational families. CPA/EA preferred; 5+ years experience required; growth toward leadership.

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.

Responsibilities

• Tax Preparation & Compliance: Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
• Tax Planning & Strategy: Develop tax and financial strategies and implement them in coordination with the wealth management team.
• Client Communication & Service: Communicate directly with clients and staff to ensure timely, accurate delivery of financial statements and tax documents.
• Professional Development & Team Contribution: Maintain a strong commitment to continuing education and contribute to a collaborative team environment.

Skills

CPA or EA designation

Tax compliance

Client communication

Wealth management coordination

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors in Connecticut seeks a Senior Tax Associate to join our integrated tax advisory practice within a growing wealth management firm. This role blends tax compliance and planning with proactive client service in a collaborative, client‑focused environment.

You will lead preparation and review of diverse returns, advise on strategies, and partner with wealth advisors to support multigenerational families. CPA/EA preferred; 5+ years experience required; growth toward leadership.