Senior Tax Advisor & Wealth Strategy Lead (CPA/EA)

Vaco Recruiter Services; Rocky Hill (CT); On-site; USD 90,000 - 140,000; Full time

Benefits offered by this job

Medical, dental, and vision benefits

401(k) retirement plan

Discretionary bonuses

Job summary

A leading financial advisory firm based in Connecticut is seeking a Senior Tax Accountant. In this role, you will prepare and review various tax returns, develop tax strategies, and work closely with clients in a fast-paced environment. Ideal candidates will have at least 5 years of relevant experience, possess a CPA or EA designation, and demonstrate strong communication skills. Competitive compensation and benefits are offered.

Qualifications

• 5+ years experience preparing and reviewing federal and state tax returns.
• Tax planning and wealth management experience.
• Client-facing experience with excellent communication skills.

Responsibilities

• Prepare and review various tax returns in compliance with laws.
• Calculate and prepare estimated tax payments for clients.
• Develop and implement tax strategies.

Skills

Tax planning

Client communication

Team collaboration

Education

CPA or EA

Tools

Lacerte

TaxDome

SurePrep

QuickBooks

Microsoft Office

Job description

A leading financial advisory firm based in Connecticut is seeking a Senior Tax Accountant. In this role, you will prepare and review various tax returns, develop tax strategies, and work closely with clients in a fast-paced environment. Ideal candidates will have at least 5 years of relevant experience, possess a CPA or EA designation, and demonstrate strong communication skills. Competitive compensation and benefits are offered.