Senior Tax Accountant (CPA)

Retirement Income Source SFG•Westbrook, CT

8h•Onsite

About The Position

The Senior Tax Accountant (CPA) serves as the dedicated tax professional for Retirement Income Source SFG's retail practice, partnering with Financial Advisors to provide tax planning, tax preparation, and strategic guidance for their clients. The role prepares individual tax returns, conducts tax analysis, and helps advisors deliver tax-efficient retirement planning strategies that support clients' long-term financial goals. The ideal candidate combines strong technical tax expertise with exceptional client service and a collaborative approach to supporting advisors and their clients. This is an office-based role in Westbrook, Connecticut, with a Monday–Friday schedule from 8:30 a.m. to 5:00 p.m. The role may require travel to conferences, events, and satellite offices as needed.

Requirements

Active CPA license in good standing.
Bachelor's degree in Accounting, Finance, or a related field.
At least five years of experience preparing individual income tax returns, providing tax planning services, and interpreting federal and state tax laws.
Strong analytical, organizational, and problem-solving skills, attention to detail, and ability to manage multiple deadlines in a fast-paced environment.
Excellent verbal and written communication skills, including the ability to explain complex tax concepts to clients and collaborate with Financial Advisors and internal team members.
Commitment to exceptional client service, professionalism, confidentiality, and high ethical standards.
Proficiency with professional tax preparation software.
Experience with accounting software.
Advanced proficiency with Microsoft Office, particularly Excel.
Experience using CRM systems such as Redtail or similar platforms.
Thorough understanding of IRS regulations, federal and state tax law, and professional ethics.
Commitment to maintaining CPA licensure and required CPE, protecting sensitive client information, and adhering to applicable regulatory and professional standards.
Ability to work for extended periods at a desk using a computer.
Ability to lift up to 10 pounds if necessary.
Routine use of telephone and email.

Nice To Haves

Experience working with retirees, high-net-worth individuals, wealth management firms, or Financial Advisors.
Familiarity with retirement income planning and tax-efficient financial strategies.
Ability to evaluate and recommend accounting technology improvements.
Comfort learning new technologies to improve efficiency and client service.

Responsibilities

Partner with Financial Advisors to develop proactive tax planning strategies for prospective and existing clients.
Analyze client tax situations and identify opportunities to improve tax efficiency and support long-term retirement goals.
Advise on tax implications of retirement income, distributions, investment strategies, charitable giving, Roth conversions, and other financial planning decisions.
Support client onboarding by providing tax analysis and answering tax-related questions.
Participate in client meetings when specialized tax expertise is needed.
Prepare and review federal and state individual income tax returns for an established client base.
Ensure tax filings are accurate, complete, and submitted by applicable deadlines.
Research federal and state tax laws and stay current on legislative and regulatory changes.
Respond to client tax inquiries and resolve tax-related issues professionally and efficiently.
Maintain organized and accurate tax documentation while protecting confidential financial information.
Serve as the primary internal tax resource for the company's Financial Advisors.
Collaborate across departments to align tax strategies with clients' broader retirement plans.
Identify opportunities to improve departmental workflows, tax processes, and operational efficiency.
Support special projects and other responsibilities as assigned.
Maintain CPA licensure and required continuing professional education, comply with applicable regulatory and professional standards, and safeguard client confidentiality.