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.
What You'll DoYou'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:
Tax Preparation & Compliance- 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.
Tax Planning & Strategy- 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.
Client Communication & Service- 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.
Professional Development & Team Contribution- 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.
What We're Looking For- 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.
Why Join Moneco Advisors?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.
