Senior Tax Associate at Moneco Advisors in Glastonbury, CT; Madison, CT; Newtown, CT

Job description

• Bring your tax expertise to a firm where planning and advice work together — one of New England’s fastest-growing independent wealth management firms.
• The Senior Tax Associate is a full-time, salaried position with a competitive benefits package and performance-based bonus potential. This role sits within Moneco’s tax preparation and planning practice, embedded inside a Registered Investment Advisory firm — which means you’ll work at the intersection of tax compliance and holistic financial planning, with real opportunities to grow into a supervisory role.

Responsibilities

• You’ll manage a full range of tax compliance and planning responsibilities while working closely with both clients and the wealth management team. Your work will span four key areas:
• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
• Calculate and prepare personal and business estimated federal and state tax payments.
• Interpret, investigate, and respond to correspondence from the IRS and other taxing agencies.
• Develop tax and financial strategies and implement them in coordination with the wealth management team.
• Partner with advisors to deliver integrated planning solutions that optimize clients’ overall financial picture.
• Stay current with evolving tax law and proactively communicate relevant changes to clients and colleagues.
• Communicate directly with clients and staff to ensure timely, accurate delivery of financial statements and tax documents.
• Maintain a client-first focus, delivering results with professionalism and care throughout the engagement lifecycle.
• Maintain a strong commitment to continuing education and professional growth.
• Contribute to a collaborative team environment, with interest in growing into a managerial or supervisory capacity over time.

Requirements

• CPA or EA designation highly preferred.
• Minimum 5 years’ experience in the preparation and review of federal and state tax returns.
• Tax planning and wealth management coordination experience.
• Experience in client-facing roles with strong communication and interpersonal skills.
• RIA industry experience preferred.
• Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
• Ability to thrive in a fast-paced, deadline-oriented environment.
• Supervisory experience a plus, with a desire to grow into a leadership role.

Skills

Required

• Tax preparation and review
• Tax planning
• Wealth management coordination
• Client-facing communication
• Interpersonal skills
• Microsoft Office Suite
• QuickBooks Online and Desktop

Preferred

• CPA or EA designation
• RIA industry experience
• Supervisory experience

Benefits

• This is a rare opportunity to practice tax at the intersection of compliance and holistic financial planning — inside a firm that is genuinely growing. You’ll work alongside wealth advisors and planners, serve multigenerational client families, and have a clear path to expand your scope and leadership over time. If you’re a tax professional who wants more than a compliance-only role, we’d love to hear from you.