Tax Manager

Moneco Advisors•Fairfield, CT

19d

About The Position

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities — and uniquely, an integrated tax practice that sits alongside our wealth management team. We’re honored to be recognized by InvestmentNews as one of the Top 75 RIA firms “Best Places to Work” nationwide. 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.

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.
Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
Excellent communication skills and a client-first orientation.

Nice To Haves

RIA or wealth management industry experience preferred.

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.