Staff Tax Associate

Moneco Advisors; Madison (CT); Sur place; USD 55 000 - 70 000; Plein temps

Résumé du poste

Moneco Advisors in Madison, CT is hiring a Staff Tax Associate. This full-time role offers training alongside senior team members and exposure to tax compliance within a wealth management firm.

You’ll prepare returns, assist with planning, and develop a solid technical foundation with mentors. A path to Senior Tax Associate is defined as you grow with the firm.

Qualifications

• Bachelor’s degree in accounting, finance, taxation, or a related field.
• 0–2 years of tax return preparation experience; internships and busy-season work count.
• CPA or EA not required. If you’re working toward either, we’ll support you.
• Familiarity with Lacerte, Ultra Tax, TaxDome, or SurePrep and Microsoft Excel; QuickBooks a plus. We’ll train you.
• Strong attention to detail and the ability to manage deadlines.
• Clear written and verbal communication skills.
• Exposure to an RIA or wealth management environment is a plus.
• Curiosity about financial planning and wealth management.

Responsabilités

• Prepare returns for individuals, fiduciaries, exempt entities, corporations, and partnerships with guidance from senior team members.
• Assist in preparing federal and state estimated tax payments.
• Research tax questions and summarize findings for reviewers.
• Draft responses to IRS and state notices.
• Build projections and analyses used in client planning conversations.

Connaissances

Attention to detail

Deadline management

Written and verbal communication

Curiosity about financial planning

Team collaboration

Formation

Bachelor’s degree in accounting, finance, taxation, or a related field

Outils

Lacerte

UltraTax

TaxDome

SurePrep

Microsoft Excel

QuickBooks

Description du poste

Start your tax career where planning and advice work together, 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 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 Staff Tax Associate is a full-time, salaried role with a competitive benefits package and performance-based bonus potential. Working alongside senior members of the tax team, this position builds a strong technical foundation in tax compliance while seeing how tax and financial planning fit together from day one. The ideal candidate is early in their career, detail-oriented, and curious about what tax work looks like inside a financial planning firm, with a defined path to Senior Tax Associate and beyond.

What You’ll Do

You’ll prepare returns and support planning conversations with training and mentorship from experienced professionals. Your work will span four key areas:

Return Preparation

• Prepare individual, fiduciary, exempt, corporate, and partnership returns with guidance from senior team members.
• Help prepare federal and state estimated tax payments.

Research & Notices

• Research tax questions and summarize findings for reviewers.
• Help draft responses to IRS and state notices.

Planning Support

• Build projections and analyses that advisors use in planning conversations with clients.
• Learn how tax decisions connect to investment, estate, and retirement planning.
• Organize client documents and keep information moving between clients, advisors, and the tax team.
• Communicate with clients and colleagues to collect and deliver documents on time.

What We’re Looking For

• Bachelor’s degree in accounting, finance, taxation, or a related field.
• 0–2 years of tax return preparation experience; internships and busy-season work count.
• CPA or EA not required. If you’re working toward either, we’ll support you.
• Familiarity with Lacerte, Ultra Tax, TaxDome, or SurePrep and Microsoft Excel; QuickBooks a plus. We’ll train you.
• Strong attention to detail and the ability to manage deadlines.
• Clear written and verbal communication skills.
• Exposure to an RIA or wealth management environment is a plus.
• Curiosity about financial planning and wealth management.
• Based in or willing to work regularly from one of Moneco’s offices.

Why Join Moneco Advisors?

This is a chance to start your tax career somewhere tax is part of the advice rather than an afterthought. You’ll work alongside tax professionals, wealth advisors, and planners, serve multigenerational client families, and have a clear path to grow your scope and leadership as the firm grows. If you want to build a strong technical foundation and see the bigger planning picture from the start, we’d love to hear from you.