Tax Manager for Wealth Management Firm

We are a Fee-Only SEC-registered RIA firm headquartered in Farmington, Connecticut looking to add a key member to our team of dedicated client service professionals.

The ideal candidate for this opportunity is an experienced professional (working in a fee-only environment) who provides tax planning and tax preparation services to complement traditional financial planning and investment management services. Given the importance of this senior-level role, you will be a licensed CPA with a minimum of 5 years of experience and hold either the CFP or PFS designation.

Your role would oversee all the tax-related decisions and activities within our organization. Providing year-round tax planning and seasonal income tax preparation services to our 125 clients would be your focus. Should you bring clients to the practice, you can continue to provide wealth management services to them with the support of our systems, technology, workflows, and operations staff.

We offer seasonal flex hours to accommodate your family’s busy schedule and require that your skill set include the following:

• Exceptional listening, written, and oral communication skills.
• Superb attention to detail
• Excellent time management and multi-tasking skills to manage multiple deadlines and complete projects accurately.
• Demonstrated problem-solving and critical thinking skills.
• Proficiency with computer programs, including MS Office Suite (advanced Excel skills required), UltraTax, and CRM systems; the ability to learn new software quickly.

If you are looking to expand your career and join a growing tax-centric, Fee-Only practice with offices in Connecticut, New Jersey, and Massachusetts, we would love to learn more about you.

Please contact us to have a confidential discussion about his unique opportunity.