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Tax Planning CPA for Retirement & Advisory
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-07-31
Listing for:
Socket.dev
Full Time
position Listed on 2026-07-31
Job specializations:
-
Finance & Banking
Tax Advisor, Accounting & Finance, Financial Reporting -
Accounting
Tax Advisor, Accounting & Finance, Financial Reporting
Job Description & How to Apply Below
Retirement Income Source SFG is seeking a Certified Public Accountant (CPA) to serve as the tax professional for our retail practice. You will partner with Financial Advisors to provide tax planning, preparation, and guidance that supports long-term retirement goals.
The ideal candidate has a CPA license, 5+ years of tax experience, and a collaborative approach to advising clients. This is an in-office role based in Westbrook, CT with exposure to retirement income planning.
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