Senior Tax Practice Leader for Integrated Wealth Advisory

Moneco Advisors; Newtown, Shelton (CT, CT); On-site; USD 150,000 - 230,000; Full time

Benefits offered by this job

Performance-based bonus

Job summary

Moneco Advisors is seeking a Senior Tax Manager to lead and shape its integrated tax practice within a growing wealth management firm in Newtown, CT. You will set the technical standards, manage tax professionals, and work closely with wealth advisors to embed tax strategy into comprehensive planning for clients.

The role emphasizes leadership of complex filings, multigenerational families, business owners, and trusts, with a focus on strategic planning and cross-team collaboration.

Qualifications

• CPA or EA certification is 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 experience with high-net-worth individuals, business owners, and trusts.
• RIA or wealth management industry experience preferred.
• Experience merging/acquiring teams or practices is a plus.
• Proficiency with tax software (Lacerte, TaxDome, SurePrep) and Microsoft Office; QuickBooks Online/Desktop.
• Excellent communication skills and client-first orientation.

Responsibilities

• Set the technical bar for the tax practice and lead the people who deliver it.
• Partner with wealth advisors to design and deliver integrated tax and financial planning strategies.
• Oversee responses to IRS and state examinations, notices, and correspondence.
• Lead the firm’s important tax relationships, including multigenerational families, business owners, and trusts.
• Shape the roadmap for the tax practice, including service offerings, pricing, and capacity planning.
• Lead integration of newly acquired offices and tax teams into processes and technology.
• Strengthen compliance standards and keep the practice current with evolving tax laws.
• Manage capacity, workflow, and deadlines across the team during busy season and beyond.

Skills

Tax leadership

Team leadership

Client communication

Tax planning

Education

CPA/EA certification

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors is seeking a Senior Tax Manager to lead and shape its integrated tax practice within a growing wealth management firm in Newtown, CT. You will set the technical standards, manage tax professionals, and work closely with wealth advisors to embed tax strategy into comprehensive planning for clients.

The role emphasizes leadership of complex filings, multigenerational families, business owners, and trusts, with a focus on strategic planning and cross-team collaboration.