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Senior Tax Planner & Advisor - Retirement Strategy
Job in
Stamford, Fairfield County, Connecticut, 06925, USA
Listed on 2026-08-22
Listing for:
Navigate Search
Full Time
position Listed on 2026-08-22
Job specializations:
-
Finance & Banking
Tax Advisor, Wealth Management
Job Description & How to Apply Below
Navigate Search is seeking a tax professional in Connecticut to go beyond compliance, playing a key role in tax planning, client advisory, and retirement-focused financial strategies. The role requires 5+ years of individual tax preparation and planning expertise, strong knowledge of federal and state tax laws, and experience preparing and reviewing individual returns.
You will collaborate with Financial Advisors on proactive tax planning, analyze client tax situations for tax-efficient
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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