Senior Tax Practice Leader for Growth & Strategy

Moneco Advisors; Connecticut; Vor Ort; USD 150.000 - 230.000; Vollzeit

Zusammenfassung

Moneco Advisors is a modern, full-service financial planning firm with an integrated tax practice. We seek a Senior Tax Manager to set technical standards, lead tax professionals, and partner with wealth advisors to integrate tax and financial planning.

This leadership role shapes the future of the tax practice within a growing wealth management firm. You will guide complex returns, mentor staff, manage capacity, and help expand services and office integrations while keeping pace with evolving

Qualifikationen

• CPA or EA required.
• 10+ years of progressive tax experience.
• Demonstrated experience leading tax teams.
• Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
• Excellent communication skills and a client-first orientation.

Aufgaben

• Set the technical bar for the tax practice and own final sign-off on complex returns.
• Lead reviewers and managers and partner with advisors on integrated tax planning.
• Oversee responses to IRS and state examinations and notices.
• Lead hiring and onboarding as the practice expands.

Kenntnisse

Tax leadership

Tax planning

Team leadership

Review/management

Lacerte

TaxDome

SurePrep

QuickBooks

Microsoft Office

Communication

Ausbildung

CPA or EA

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Jobbeschreibung

Moneco Advisors is a modern, full-service financial planning firm with an integrated tax practice. We seek a Senior Tax Manager to set technical standards, lead tax professionals, and partner with wealth advisors to integrate tax and financial planning.

This leadership role shapes the future of the tax practice within a growing wealth management firm. You will guide complex returns, mentor staff, manage capacity, and help expand services and office integrations while keeping pace with evolving