Tax Practice Lead | Wealth Advisory

Moneco Advisors; Madison (CT); On-site; USD 120,000 - 160,000; Full time

Benefits offered by this job

Performance bonus

Ownership opportunity

Job summary

Moneco Advisors invites a seasoned tax leader to head our integrated tax practice within a forward-looking wealth management firm. You will own tax quality, client relationships, and team development, shaping strategic planning as the firm grows.

Ideal candidates bring 7+ years of tax experience with supervision, and a CPA/EA credential. Join a collaborative, growth-oriented culture with performance-based bonus potential.

Qualifications

• CPA or EA required.
• 7+ years of progressive tax experience with 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

7+ years tax exp

Education

CPA/EA credential

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks

Job description

Moneco Advisors invites a seasoned tax leader to head our integrated tax practice within a forward-looking wealth management firm. You will own tax quality, client relationships, and team development, shaping strategic planning as the firm grows.

Ideal candidates bring 7+ years of tax experience with supervision, and a CPA/EA credential. Join a collaborative, growth-oriented culture with performance-based bonus potential.