Senior Tax Advisor — Tax & Planning for Wealth
Moneco Advisors
Moneco Advisors is a modern, full-service financial planning firm offering tax preparation and advisory services inside a thriving RIA. The Senior Tax Associate role sits at the intersection of tax compliance and holistic financial planning, with opportunities to grow into supervisory leadership as you collaborate with wealth advisors and planners. You will handle diverse tax returns, provide strategic planning support, and Partner with advisors to deliver integrated planning solutions that #J-18808-Ljbffr Moneco Advisors
- Moneco Advisors in Connecticut seeks a Senior Tax Associate to join its integrated tax advisory practice within a growing independent wealth management firm. This full-time role sits at the intersection... ...and holistic financial planning inside a Registered Investment...SeniorFull time
$77k - $214k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These... ...and increased efficiencies. As a Senior Associate you shall analyze complex...SeniorFull timeSecond jobH1b- MONECO Advisors LLC in Glastonbury, Connecticut, is searching for a Senior Tax Associate to manage a range of tax compliance and planning responsibilities. You’ll collaborate with clients and the wealth management team, ensuring precise delivery of tax documents while contributing...Senior
- ...Bring your tax expertise to a firm where planning and advice work together — one of New England’s fastest-growing independent wealth management firms. Moneco Advisors is a modern, full-service financial planning... ...to Work” nationwide. The Senior Tax Associate is a full-...SeniorFull timeWork at office
- ...is a unique opportunity for a tax professional who enjoys going... ...wants to play a key role in tax planning, client advisory, and... ...organizational abilities • HNW, retiree, wealth management, or financial... ...returns • Partner with Financial Advisors on proactive tax planning • Analyze...Senior
- ...SENIOR TAX ACCOUNTANT (CPA/EA) Our client is an award-winning, multigenerational... ...Places to Work for Financial Advisors nationwide by InvestmentNews.... ...firm provides integrated wealth management and tax advisory... ...and state tax returns Tax planning and wealth management...SeniorWork at officeLocal area
- Navigate Search is seeking a tax professional in Connecticut to go beyond compliance, playing a key role in tax planning, client advisory, and retirement-focused financial strategies... .... You will collaborate with Financial Advisors on proactive tax planning, analyze client...Senior
$91k - $321.5k
...SummaryAt PwC, our people in tax services focus on providing advice... ...guidance to clients on tax planning, compliance, and strategy. These... ....Growing as a strategic advisor, you leverage your influence,... ...guidance to the owners of PwC. As a Senior Manager you are expected to...SeniorFull timeH1bRemote work- Crowe is seeking a Senior Tax Manager in the IronSpire Group to advise ultra-high-net-worth... ...trusted relationships with clients and their advisors. Hybrid work is available for candidates... ...experience and a strong track record in UHNW tax planning and #J-18808-Ljbffr CroweSeniorWork at officeRemote work
$80k - $100k
...are seeking an experienced CPA Reviewer to support our growing tax practice. Our firm specializes in individual (Form 1040) and fiduciary... ...for accuracy, completeness, and compliance Assist with tax planning, tax projections, and tax resolution matters as needed Review workpapers...SeniorFull timeLocal areaRemote work- .../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...an exciting career opportunity for a Tax Senior Associate to join the team in one of our... ...accountsTake responsibility for pre-engagement planning, execution, and final deliverablesAssist...SeniorLocal areaFlexible hours3 days per week
$85k - $140k
.../*generated inline style */ Department Tax /*generated inline style */ Location(s)... ...an exciting career opportunity for a Tax Senior Associate to join the team in one of our... ...accountsTake responsibility for pre-engagement planning, execution, and final...SeniorPrivate practiceLocal areaFlexible hours3 days per week- ...Senior Tax AccountantA diverse, senior-level full-time position is available at a dynamic, fast-growing, yet intimate local CPA firm with... ....Job responsibilities include:Tax return preparation and tax planning analysis and projections.Responsible for overall management of...SeniorFull timeWork at officeLocal area
$77k - $214k
Industry/SectorNot ApplicableSpecialismIndustry Tax PracticeManagement LevelSenior AssociateJob... ...Description & SummaryThe OpportunityAs an Insurance Tax Senior Associate, you will provide advice and guidance to clients on tax planning, compliance, and strategy, helping businesses...SeniorFull timeH1b- ...Accelerate your career in wealth management with one of... ...independent firms. Moneco Advisors is a modern, full-service financial planning firm dedicated to... ...Do You’ll partner with senior advisors to deliver holistic... ...investments, retirement, tax, insurance, and estate planning...Full time
- ...local bank in Fairfield County with an established Wealth Management division to recruit a Wealth Advisor. The ideal candidate will build and maintain relationships... ...least $1M per account. You will work closely with planning experts, portfolio managers, and operations, and...SeniorLocal area
- Job Overview A law firm seeks an experienced Private Client International Tax and Estate Planning Associate / Senior Associate to join their team in Hartford, CT. The ideal candidate will have a minimum of 5 years of experience in international tax and estate planning,...SeniorRemote work
- ...Jobot is seeking a Tax Senior for a CPA firm in Glastonbury, CT. The role offers a hybrid schedule with Half-Day Fridays and the opportunity... ...guidance to staff, conduct tax research, and participate in planning engagements while collaborating with a growing team of...Senior
$100.35k - $205k
...providing solutions to complex tax issues? Do you not only... ...’s growing Private Wealth practice! Recruiting... ...related to tax planning opportunities and the tax... ...Tax Consultants and Tax Seniors; you will begin taking... ...Certifications:Chartered Financial Advisor (CFA)Certified...Private practiceWork at officeLocal area$124k - $335k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelSenior ManagerJob Description... ...Services Tax - Real Estate Senior Manager, you will play a pivotal role... ...and implementing strategic tax planning initiatives to address client needs...SeniorFull timeH1bLocal area$150k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelDirectorJob Description & SummaryThe OpportunityAs an Asset &... ...you will guide clients through the complexities of tax planning, compliance, and strategy, helping them navigate intricate...Full timeH1b$99k - $266k
Industry/SectorAsset and Wealth ManagementSpecialismIndustry Tax PracticeManagement LevelManagerJob Description... ...and guidance to clients on tax planning, compliance, and strategy. These individuals... ...Success as tax technical business advisor- Familiarity with CRM systems-...Full timeH1b$124k - $335k
...career in our Financial Services Tax practice, within Corporate Tax... ...and in the future. As a Senior Manager, you'll work as part of... ...As part of the Asset and Wealth Management team you are expected... ...problems Serve as a strategic advisor, leveraging specialized...SeniorH1bLocal areaOverseas- ...an experienced Estate Planner/Drafter (Senior Associate) to join our Private Client & Tax practice. You will draft bespoke estate planning documents for high-net-worth individuals... ...attorneys and clients. You will support complex wealth planning, collaborate with professionals...SeniorPrivate practice
- ...Estate Planner / Drafter (Senior Associate) to join our US Private Client & Tax practice. You will prepare bespoke estate planning documents for high-net-... ...on tax-efficient wealth transfer and sophisticated... ...with attorneys, financial advisors and clients to deliver comprehensive...SeniorPrivate practice
- Jasurda Search Group is seeking a Tax Senior to join our public accounting team in the Hartford County, CT area. You will prepare and review a wide range of tax returns, sharpening technical skills and collaborating with partners, managers, and staff across the department...Senior
$139.2k - $293.5k
...our DNA across our audit, tax, and consulting groups.... ...investment and estate planning vehicles. Our multidisciplinary... ...tax, estate, gift, and wealth planning matters. We are seeking a Senior Tax Manager with... ...sophisticated clients and their advisors, leading complex...SeniorWork at officeLocal areaRemote workWorldwide$90k - $110k
...Click our Jobot logo and follow our LinkedIn page! Job details: Tax Senior, CPA Firm, Glastonbury, CT, Hybrid, Half-Day Fridays This... ...interns Conduct both basic and complex tax research Assist with tax planning for businesses and individual clients Serve as a resource for...SeniorLocal area$80k - $90k
...serves as a key member of the Accounting and Tax Services team, ensuring client financial... ...financial reports, and support tax planning and preparation efforts. This individual... ...environment Opportunity to work closely with wealth management, tax, and accounting...SeniorWork at office- Mercer Advisors in Connecticut is looking for a Wealth Path Wealth Advisor to serve as the primary trusted advisor for... ...new clients, providing financial planning support, and collaborating with... ...and proficiency in investment and tax planning. The position offers a competitive...
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