Tax Manager

Lead a tax practice where planning and advice actually work together — at one of New England’s fastest-growing independent wealth management firms.

Moneco Advisors is a modern, full-service financial planning firm dedicated to helping clients live their best financial lives. We combine a collaborative, people-first culture with sophisticated planning capabilities — and uniquely, an integrated tax practice that sits alongside our wealth management team. We’re honored to be recognized by InvestmentNews as one of the Top 75 RIA firms “Best Places to Work” nationwide.

The Tax Manager is a full-time, salaried leadership role with competitive benefits and performance-based bonus potential. This position owns the quality and delivery of the firm’s tax work — reviewing returns, managing client relationships, and leading and developing the tax team. The ideal candidate is a seasoned tax professional who wants ownership of a practice, not just a return stack.

What You’ll Do:

You’ll lead the day-to-day operation of the tax practice while partnering closely with advisors to deliver integrated planning. Your work will span four key areas:

Review & Technical Oversight

• Review individual, fiduciary, exempt, corporate, and partnership returns for accuracy and technical soundness.
• Serve as the firm’s technical resource on complex or unusual filing positions.
• Manage responses to IRS and state agency correspondence, examinations, and notices.

Client Relationships & Planning

• Own a book of client relationships, serving as primary point of contact through the engagement lifecycle.
• Partner with wealth advisors to develop and implement integrated tax and financial planning strategies.
• Identify planning opportunities across multigenerational families, business owners, and trusts.

Team Leadership & Development

• Supervise, mentor, and develop tax associates — setting expectations, reviewing work, and building technical capability.
• Manage workflow, capacity, and deadlines across the team through busy season and beyond.
• Contribute to hiring and onboarding as the practice grows.

Practice Operations & Growth

• Improve processes, technology, and workflow to increase efficiency and consistency.
• Support the growth of the tax practice, including expansion into newly acquired offices.
• Maintain compliance standards and stay current with evolving federal and state tax law.