{"id":2050288,"url":"https://alion.io/job/moneco-advisors-senior-tax-associate","title":"Senior Tax Associate","company":{"id":2434675,"name":"Moneco Advisors","domain":"monecoadvisors.com","url":"https://alion.io/company/monecoadvisors","size_band":"11-50","is_staffing_agency":false,"employer_type":"direct","is_intermediary":false,"listed_via":null,"ats_vendor":"Greenhouse","truth_index":{"grade":"B","score":75,"open_postings":4,"ghost_share":0,"stale_share":1,"repost_share":0,"time_to_fill_p50_days":null,"computed_at":"2026-11-12T10:38:37Z"}},"role":"Finance","role_family":"Finance","seniority":"senior","employment_type":"full_time","work_mode":"on_site","remote_scope":null,"remote_scope_basis":null,"remote_working_hours":null,"hiring_geo_confidence":"structured","locations":["Newtown, United States"],"countries":["US"],"hiring_countries":[],"hiring_countries_total":0,"salary":null,"salary_estimate":{"min_usd":79000,"max_usd":152000,"period":"year","method":"role_seniority_country_remote_cell","sample_n":5022},"experience_years_min":5,"visa_sponsorship":false,"relocation_package":false,"has_equity":false,"technologies":[{"name":"Microsoft Office","optional":false},{"name":"QuickBooks","optional":false}],"status":"closed","first_seen_at":"2026-07-20T13:51:14Z","employer_posted_date":"2026-09-18","last_verified_at":"2026-11-05T02:27:25Z","board_verified":false,"closed_at":"2026-11-05T02:27:25Z","days_open":107,"trust":{"level":"stale","repost_count":0,"flags":["stale"],"days_open":106},"description":"Bring your tax expertise to a firm where planning and advice work together - one of New England’s fastest-growing independent wealth management firms.\nMoneco 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 advisory 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.\nThe 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.\nWhat You’ll Do\nYou’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:\nTax Preparation & Compliance\nPrepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.\nCalculate and prepare personal and business estimated federal and state tax payments.\nInterpret, investigate, and respond to correspondence from the IRS and other taxing agencies.\nTax Planning & Strategy\nDevelop tax and financial strategies and implement them in coordination with the wealth management team.\nPartner with advisors to deliver integrated planning solutions that optimize clients’ overall financial picture.\nStay current with evolving tax law and proactively communicate relevant changes to clients and colleagues.\nClient Communication & Service\nCommunicate directly with clients and staff to ensure timely, accurate delivery of financial statements and tax documents.\nMaintain a client-first focus, delivering results with professionalism and care throughout the engagement lifecycle.\nProfessional Development & Team Contribution\nMaintain a strong commitment to continuing education and professional growth.\nContribute to a collaborative team environment, with interest in growing into a managerial or supervisory capacity over time.\nWhat We’re Looking For\nCPA or EA designation highly preferred.\nMinimum 5 years’ experience in the preparation and review of federal and state tax returns.\nTax planning and wealth management coordination experience.\nExperience in client-facing roles with strong communication and interpersonal skills.\nRIA industry experience preferred.\nProficiency with tax software including Lacerte, TaxDome, and SurePrep; Microsoft Office Suite; QuickBooks Online and Desktop.\nAbility to thrive in a fast-paced, deadline-oriented environment.\nSupervisory experience a plus, with a desire to grow into a leadership role.\nWhy Join Moneco Advisors?\nThis 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. 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