Senior Tax Accountant (CPA)

POSITION: Senior Tax Accountant (CPA)

Location: Westbrook, CT

Schedule: M-F from 8:30- 5:00pm in office

Who We Are

At Retirement Income Source SFG, we empower clients through education-driven financial planning. Our seven-step process helps avoid common retirement pitfalls while aligning strategies with long-term goals. We believe peace of mind comes from understanding your options and making informed decisions with a trusted advisor.

Position Summary

The Senior Tax Accountant (CPA) serves as the dedicated tax professional for Retirement Income Source SFG's retail practice, partnering with Financial Advisors to provide tax planning, tax preparation, and strategic guidance for their clients. This role prepares individual tax returns, conducts tax analysis, and helps advisors deliver tax-efficient retirement planning strategies that support clients' long-term financial goals.

The ideal candidate combines strong technical tax expertise with exceptional client service and a collaborative approach to supporting advisors and their clients.

Key Responsibilities

Tax Planning & Client Advisory

• Partner with Financial Advisors to develop proactive tax planning strategies for prospective and existing clients.
• Analyze client tax situations and identify opportunities to improve tax efficiency and support long-term retirement goals.
• Provide guidance on the tax implications of retirement income, distributions, investment strategies, charitable giving, Roth conversions, and other financial planning decisions.
• Support advisors during client onboarding by providing tax analysis and answering tax-related questions.
• Participate in client meetings when specialized tax expertise is needed.

Tax Preparation & Compliance

• Prepare and review federal and state individual income tax returns for an established client base.
• Ensure all tax filings are accurate, complete, and submitted in accordance with applicable deadlines.
• Research federal and state tax laws and remain current on legislative and regulatory changes.
• Respond to client tax inquiries and resolve tax-related issues professionally and efficiently.
• Maintain organized and accurate client tax documentation while safeguarding confidential financial information.

Advisor Partnership & Operational Support

• Serve as the primary internal tax resource for Retirement Income Source SFG's Financial Advisors.
• Collaborate across departments to ensure tax strategies align with clients' broader retirement plans.
• Assist advisors with tax-related questions involving prospective and existing clients.
• Identify opportunities to improve departmental workflows, tax processes, and operational efficiencies.
• Support special projects and additional responsibilities as assigned.