Tax Practice Leader — Integrated Planning & Growth

Moneco Advisors, LLC; Newtown (CT); On-site; USD 120,000 - 190,000; Full time

Job summary

Moneco Advisors, LLC in Newtown, CT seeks a Tax Manager to lead our integrated tax practice within a dynamic wealth management firm. This full-time leadership role owns the quality and delivery of tax work, reviews returns, and develops the tax team, partnering with advisors to deliver planning and wealth strategies.

The ideal candidate is a seasoned tax professional looking for ownership of a growing practice, not just returns, with a strong client‑first orientation and team-building experience.

Qualifications

• CPA or EA required.
• 7+ years of progressive tax experience, including review responsibility.
• Experience supervising 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.

Responsibilities

• Review individual, fiduciary, exempt, corporate, and partnership returns for accuracy and technical soundness.
• Manage responses to IRS and state correspondence, examinations, and notices.
• Own client relationships and be primary contact through engagement lifecycle.
• Partner with wealth advisors to develop integrated tax and financial planning strategies.
• Identify planning opportunities across families, business owners, and trusts.
• Supervise, mentor, and develop tax associates and review work.
• Manage workflow, capacity, and deadlines across the team.
• Contribute to hiring and onboarding as the practice grows.
• Improve processes and technology to increase efficiency.
• Support growth of the tax practice and expansion into new offices.
• Maintain compliance with evolving federal and state tax law.

Skills

CPA/EA

tax planning

leadership

communication

Tools

Lacerte

TaxDome

SurePrep

Microsoft Office

QuickBooks Online

QuickBooks Desktop

Job description

Moneco Advisors, LLC in Newtown, CT seeks a Tax Manager to lead our integrated tax practice within a dynamic wealth management firm. This full-time leadership role owns the quality and delivery of tax work, reviews returns, and develops the tax team, partnering with advisors to deliver planning and wealth strategies.

The ideal candidate is a seasoned tax professional looking for ownership of a growing practice, not just returns, with a strong client‑first orientation and team-building experience.