Sr. Tax Manager

Moneco Advisors; Newtown (PA); Vor Ort; USD 150.000 - 190.000; Vollzeit

Zusammenfassung

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.

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

Tax leadership

Client-focused

Communication skills

Mergers & acquisitions

Ausbildung

CPA or EA required

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.