Senior Tax CPA: Retirement Planning & Client Advisory
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-08-03
Listing for:
Sound Income Group
Full Time
position Listed on 2026-08-03
Job specializations:
-
Finance & Banking
Financial Reporting, Tax Advisor, Tax Accountant, Accounting & Finance -
Accounting
Financial Reporting, Tax Advisor, Tax Accountant, Accounting & Finance
Job Description & How to Apply Below
Retirement Income Source SFG seeks a Senior Tax Accountant (CPA) to join our Westbrook, CT team. You will partner with Financial Advisors to provide tax planning, preparation, and strategic guidance for clients in our retail practice.
This role emphasizes strong client service and collaborative support to advisors and clients. The ideal candidate brings CPA licensure, 5+ years of tax experience, and proficiency with tax software and Excel, to deliver tax-efficient retirement planning and
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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