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CPA Tax Strategist Retirement Planning & Advisory
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-07-20
Listing for:
Sound Income Group
Full Time
position Listed on 2026-07-20
Job specializations:
-
Finance & Banking
Tax Advisor, Accounting & Finance -
Accounting
Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
Location: Westbrook
Retirement Income Source SFG is seeking a Certified Public Accountant to act as the dedicated tax professional for our retail practice. You will partner with Financial Advisors to provide tax planning, tax preparation, and strategic guidance for clients, including individual returns and tax analyses that support tax-efficient retirement planning.
The ideal candidate has a CPA license, a strong tax background, and experience assisting retirees and high-net-worth clients.
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