Tax Practice Lead: Ownership, Strategy & Growth

Moneco Advisors; New Canaan (CT); On-site; USD 140,000 - 190,000; Full time

Job summary

Moneco Advisors, a fast-growing wealth management firm in New Canaan, CT, seeks a Tax Manager to lead the integrated tax practice and own the quality and delivery of tax work. This full-time role reviews returns, manages client relationships, and develops the tax team.

The ideal candidate is a CPA or EA with 7+ years of progressive tax experience, including supervising staff and planning for high-net-worth individuals, business owners, and trusts.

Qualifications

• CPA or EA required.
• 7+ years of progressive tax experience, including review responsibility.
• Experience supervising, mentoring, or managing tax staff.
• 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.
• Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
• Excellent communication skills and a client-first orientation.

Responsibilities

• Review individual, fiduciary, exempt, corporate, and partnership returns for accuracy and technical soundness.
• Serve as the firm’s technical resource on complex or unusual filing positions.
• Manage responses to IRS and state agency correspondence, examinations, and notices.
• Own a book of client relationships, serving as primary point of contact through the engagement lifecycle.
• Partner with wealth advisors to develop and implement integrated tax and financial planning strategies.
• Identify planning opportunities across multigenerational families, business owners, and trusts.
• Supervise, mentor, and develop tax associates — setting expectations, reviewing work, and building technical capability.
• Manage workflow, capacity, and deadlines across the team through busy season and beyond.
• Contribute to hiring and onboarding as the practice grows.
• Improve processes, technology, and workflow to increase efficiency and consistency.
• Support the growth of the tax practice, including expansion into newly acquired offices.
• Maintain compliance standards and stay current with evolving federal and state tax law.

Skills

Leadership

Communication

Client relations

Education

CPA or EA credential

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors, a fast-growing wealth management firm in New Canaan, CT, seeks a Tax Manager to lead the integrated tax practice and own the quality and delivery of tax work. This full-time role reviews returns, manages client relationships, and develops the tax team.

The ideal candidate is a CPA or EA with 7+ years of progressive tax experience, including supervising staff and planning for high-net-worth individuals, business owners, and trusts.