Sr. Tax Manager

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

Lead a tax practice where planning and advice actually work together, and help shape its future at one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities and, uniquely, an integrated tax practice that sits alongside our wealth management team. We’re honored to be recognized by InvestmentNews as one of the Top 75 RIA firms “Best Places to Work” nationwide.

The Senior Tax Manager is a full-time, salaried senior leadership role with competitive benefits and performance-based bonus potential. This position owns the quality, delivery, and direction of the firm’s tax work: setting technical standards, leading reviewers and managers, and partnering with advisors on the most complex client situations. The ideal candidate is a seasoned tax leader who wants to build a practice, not just run a return stack.

What You’ll Do

You’ll set the technical bar for the tax practice, lead the people who deliver it, and work side by side with advisors to bring tax into every planning conversation. Your work will span four key areas:

Technical Leadership & Quality

Set review standards and own final sign-off on complex individual, fiduciary, exempt, corporate, and partnership returns.

Serve as the firm’s senior technical authority on difficult or unusual filing positions, research, and planning questions.

Oversee responses to IRS and state agency examinations, notices, and correspondence.

Client & Advisor Partnership

Lead the firm’s most important tax relationships, including multigenerational families, business owners, and trusts.

Partner with wealth advisors to design and deliver integrated tax and financial planning strategies.

Identify planning opportunities early in the year and turn them into clear recommendations for clients.

Team Leadership & Development

Lead, mentor, and develop tax managers, senior associates, and associates, building a clear path for each of them to grow.

Manage capacity, workflow, and deadlines across the team through busy season and beyond.

Lead hiring and onboarding as the practice expands.

Practice Strategy & Growth

Shape the roadmap for the tax practice, including service offerings, pricing, and capacity planning.

Lead the integration of newly acquired offices and tax teams into Moneco’s processes and technology.

Strengthen compliance standards and keep the practice current with evolving federal and state tax law.

What We’re Looking For

CPA or EA required.

10+ years of progressive tax experience, including significant review and management responsibility.

Demonstrated 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 integrating teams or practices through mergers and acquisitions is a plus.

Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.

Excellent communication skills and a client-first orientation.

Why Join Moneco Advisors?

This is a rare opportunity to lead a tax practice inside a growing wealth management firm, where your work directly informs how clients plan, invest, and transfer wealth. You’ll have a real voice in how the practice is built, a team to develop, and colleagues who see tax as central to the advice rather than an afterthought. If you’re a tax leader who wants to shape a practice rather than inherit one, we’d love to hear from you.