Senior Tax Advisor

This fast-growing, advisor-led retirement planning firm is building a reputation for doing what many firms promise but rarely execute: integrating tax strategy directly into real-life retirement decisions. Over the past several years, the firm has experienced consistent year-over-year revenue growth, expanding both its client base and its professional team to meet rising demand.

With increasing client complexity—retirement income planning, Roth conversion strategies, RMD optimization, and multi-source income management—the firm continues to invest in building a stronger, more credible in-house tax capability. Headcount has steadily increased as the firm scales, with leadership committed to thoughtful, sustainable growth rather than short-term expansion.

Looking ahead, the organization is focused on deepening its tax-planning integration, enhancing client experience, and continuing to grow as a trusted partner for retirement-age households who expect clarity, accuracy, and proactive advice.

What Employees Say:

“This is one of the few places where tax preparation actually connects to real planning conversations. You see the impact of your work with clients immediately.”
“Leadership genuinely respects tax expertise here—it’s not treated as a back-office function. You’re part of the client solution.”
“Busy season is real, but the expectations are clear, the team supports each other, and the work is meaningful.”

Title, Location, Salary
Title: Tax Preparer – Individual Returns (Planning-Connected Role)
Location: West Hartford, CT
Salary: $80,000 – $100,000 (commensurate with experience and credentials)

Why Work Here:

Tax Work That Matters: Your work directly supports real retirement-planning decisions—not just compliance.
Planning-Adjacent Role: Stay focused on individual tax without the pressure of audit work or partner-track public accounting.
Growing, Stable Environment: Join a firm actively investing in its tax function as part of long-term growth.

What You Will Do:

Prepare individual tax returns with strong accuracy, documentation discipline, and clean follow-through.
Communicate directly with clients, explaining tax situations in clear, practical terms.
Collaborate within a retirement planning environment where tax execution supports broader financial strategies.
Manage workload effectively during high-volume, deadline-driven periods.
Contribute to rebuilding and maintaining confidence in the firm’s tax function through quality and consistency.

Qualifications:

Practical experience preparing individual tax returns.
Strong client-facing communication skills.
Demonstrated accuracy, responsiveness, and ability to manage deadlines under pressure.
EA, AFSP, CPA, or credible intent to pursue EA credentials.
Ability to take ownership of returns and maintain high standards during busy tax seasons.