Senior Tax Leader: Integrated Wealth Planning

Moneco Advisors; Newtown (PA); On-site; USD 150,000 - 190,000; Full time

Job summary

Moneco Advisors is a modern, full-service financial planning firm with an integrated tax practice that sits beside the wealth management team. We’re growing and seeking a Senior Tax Manager to lead technical standards and people, delivering tax services that inform planning conversations.

You will influence the practice’s direction, manage senior staff, and collaborate with advisors to provide integrated tax and financial planning. A CPA or EA and 10+ years of tax leadership are required.

Qualifications

• CPA or EA credential required.
• 10+ years of progressive tax experience with leadership responsibility.
• Experience leading tax teams including managers or reviewers.
• Strong technical depth across individual, fiduciary, partnership, and corporate returns.
• Tax planning for high-net-worth individuals, business owners, and trusts.
• RIA or wealth-management industry experience preferred.
• Experience integrating teams or practices through mergers & acquisitions is a plus.

Responsibilities

• Set review standards and own final sign-off on complex returns.
• Serve as senior technical authority on difficult filing positions and planning questions.
• Oversee responses to IRS/state examinations and notices.
• Lead tax relationships with multigenerational families, business owners, and trusts.
• Partner with wealth advisors to deliver integrated tax and financial planning strategies.
• Shape the roadmap for tax services, including offerings, pricing, and capacity.

Skills

Tax leadership

Client-focused

Communication skills

Mergers & acquisitions

Education

CPA or EA required

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors is a modern, full-service financial planning firm with an integrated tax practice that sits beside the wealth management team. We’re growing and seeking a Senior Tax Manager to lead technical standards and people, delivering tax services that inform planning conversations.

You will influence the practice’s direction, manage senior staff, and collaborate with advisors to provide integrated tax and financial planning. A CPA or EA and 10+ years of tax leadership are required.