Senior Tax & Planning Associate — Growth-Focused Wealth

Moneco Advisors, LLC; Connecticut; On-site; USD 90,000 - 130,000; Full time

Job summary

Moneco Advisors, LLC seeks a Senior Tax Associate to join our integrated tax advisory practice within a growing wealth management firm. You will handle tax compliance and planning, collaborating with wealth advisors to deliver holistic financial guidance.

The role emphasizes client communication, timely delivery of tax documents, and ongoing professional development with a path toward supervisory responsibilities. CPA/EA credentials are highly valued.

Qualifications

• CPA or EA designation required or highly preferred.
• Minimum of 5 years' experience in preparing and reviewing 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.

Responsibilities

• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns.
• Calculate and prepare personal and business estimated federal and state tax payments.
• Interpret, investigate, and respond to IRS and other taxing authorities.
• Develop tax and financial strategies in coordination with the wealth management team.
• Communicate with clients and staff to ensure timely delivery of tax documents.
• Contribute to professional development and potentially assume supervisory responsibilities.

Skills

Tax compliance

Tax planning

Client communication

Leadership

Education

CPA or EA designation

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks Online

Job description

Moneco Advisors, LLC seeks a Senior Tax Associate to join our integrated tax advisory practice within a growing wealth management firm. You will handle tax compliance and planning, collaborating with wealth advisors to deliver holistic financial guidance.

The role emphasizes client communication, timely delivery of tax documents, and ongoing professional development with a path toward supervisory responsibilities. CPA/EA credentials are highly valued.