Senior Tax Accountant

SENIOR TAX ACCOUNTANT (CPA/EA)

Our client is an award-winning, multigenerational RIA firm based in CT, recognized as one of the 75 Best Places to Work for Financial Advisors nationwide by Investment News. This modern, culture-driven firm provides integrated wealth management and tax advisory services to clients across Connecticut.

Prepare and review tax returns while developing tax and financial strategies within a Registered Investment Advisory (RIA) practice. This role combines technical tax expertise with wealth management coordination in a collaborative, client-focused environment.

• Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state laws
• Calculate and prepare estimated federal and state tax payments for individuals and businesses
• Develop and implement tax and financial strategies for clients
• Communicate with clients and staff to ensure timely delivery of financial statement reviews focused on tax compliance and profit maximization
• Interpret, investigate, and respond to IRS and state tax agency correspondence
• Maintain current knowledge of tax law changes and business environment trends

• CPA or EA highly preferred
• 5+ years experience preparing and reviewing federal and state tax returns
• Tax planning and wealth management coordination experience
• Client-facing experience with excellent communication and customer service skills
• RIA industry experience preferred
• Proficient in tax software (Lacerte, Tax Dome, Sure Prep preferred), Quick Books, and Microsoft Office
• Ability to thrive in fast-paced, deadline-driven environment
• Strong team collaboration skills
• Supervisory experience a plus; desire to grow into leadership role

Determining compensation for this role (and others) at Vaco/Highspring depends upon a wide array of factors including but not limited to the individual’s skill sets, experience and training, licensure and certifications, office location and other geographic considerations, as well as other business and organizational needs. With that said, as required by local law in geographies that require salary range disclosure, Vaco/Highspring notes the salary range for the role is noted in this job posting.

The individual may also be eligible for discretionary bonuses, and can participate in medical, dental, and vision benefits as well as the company’s 401(k) retirement plan.