Lead a tax practice where planning and advice actually work together - at one of New England's fastest-growing independent wealth management firms.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.
What You'll Do:You'll lead the day-to-day operation of the tax practice while partnering closely with advisors to deliver integrated planning. Your work will span four key areas:
Review & Technical Oversight- 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.
Client Relationships & Planning- 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.
Team Leadership & Development- 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.
Practice Operations & Growth- 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.
What We're Looking For:- 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.
- RIA or wealth management industry experience preferred.
- Proficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.
- Excellent communication skills and a client-first orientation.
Why Join Moneco Advisors?This is a rare opportunity to lead a tax practice inside a growing wealth management firm - where your work directly informs how clients plan, invest, and transfer wealth. You'll have real ownership over quality and team development, a clear path to expand your scope as the firm grows, and colleagues who see tax as central to the advice rather than an afterthought. If you're a tax leader who wants more than a compliance-only role, we'd love to hear from you.
Apply at: monecoadvisors.com/careers
