Senior Tax CPA for Retirement Planning and Advisory
Job in
Westbrook, Connecticut, 06498, USA
Listed on 2026-08-07
Listing for:
Socket.dev
Full Time
position Listed on 2026-08-07
Job specializations:
-
Finance & Banking
Tax Accountant, Accounting & Finance, Financial Reporting, Tax Manager -
Accounting
Tax Accountant, Accounting & Finance, Financial Reporting, Tax Manager
Job Description & How to Apply Below
Retirement Income Source SFG in Westbrook, CT seeks a Senior Tax Accountant (CPA) to partner with Financial Advisors, providing tax planning, tax preparation, and retirement-focused tax guidance for clients. You will prepare returns, analyze tax implications, and support tax-efficient retirement planning.
The ideal candidate has a CPA license, 5+ years of tax experience, and strong analytical and communication skills, with proficiency in tax software, Excel, and CRM tools.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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