Tax Practice Lead — Own Wealth Management Team
Listed on 2026-10-06
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Finance & Banking
Wealth Management, Financial Compliance, Accounting & Finance -
Management
Wealth Management
Moneco Advisors is a modern, full-service financial planning firm with an integrated tax practice alongside its wealth management team. The Tax Manager leads the tax practice, reviews returns, manages client relationships, and mentors the tax team in a growing independent firm.
Ideal candidates bring CPA or EA cred, 7+ years of tax experience, and strong technical depth across tax areas. Ownership of the practice and strategic growth are key aspects of this leadership role.
For the Tax Practice Lead — Own a Growing Wealth Management Team position at Moneco Advisors, we are reviewing applications now.
Please review the full job details above before applying.
If your experience matches this role, we encourage you to apply.
All applications are reviewed carefully by our team.
The position is based in Newtown, CT, United States.
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