Tax Manager at Moneco Advisors in Fairfield, CT; Glastonbury, CT; Madison, CT; Newtown, CT

Job description

• Lead a tax practice where planning and advice actually work together — at one of New England’s fastest-growing independent wealth management firms.
• The Tax Manager is a full-time, salaried leadership role with competitive benefits and performance-based bonus potential. This position owns the quality and delivery of the firm’s tax work — reviewing returns, managing client relationships, and leading and developing the tax team. The ideal candidate is a seasoned tax professional who wants ownership of a practice, not just a return stack.

Responsibilities

• You’ll lead the day-to-day operation of the tax practice while partnering closely with advisors to deliver integrated planning. Your work will span four key areas:
• Review & Technical Oversight
• 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.
• Client Relationships & Planning
• 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.
• Team Leadership & Development
• 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.
• Practice Operations & Growth
• 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.

Requirements

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

Skills

Required

• CPA or EA
• Tax software: Lacerte, TaxDome, SurePrep
• Microsoft Office Suite
• QuickBooks Online and Desktop
• Excellent communication skills
• Client-first orientation

Benefits

• 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 real ownership over quality and team development, a clear path to expand your scope as the firm grows, and colleagues who see tax as central to the advice rather than an afterthought. If you’re a tax leader who wants more than a compliance-only role, we’d love to hear from you.