Senior Tax Accountant (CPA) – Westbrook, Connecticut, United States (in-office). Location: Westbrook, CT. Schedule: Monday–Friday, 8:30 AM to 5:00 PM in the office. Retirement Income Source SFG is seeking a CPA-licensed tax professional to join its retail practice, partnering with Financial Advisors to provide tax planning, tax preparation, and strategic guidance for clients. Responsibilities include preparing federal and state individual income tax returns, performing tax analysis, and helping advisors deliver tax-efficient retirement planning strategies aligned with clients' long-term goals. The ideal candidate will have an active CPA license in good standing, a bachelor's degree in accounting or related field, and at least five years of experience in individual tax preparation and tax planning. Key competencies include strong analytical, organizational, and communication skills, the ability to manage multiple deadlines, and a commitment to client service, confidentiality, and professional ethics. Tech requirements include proficiency with professional tax preparation software, accounting software, Excel, and CRM systems (e.g., Redtail). The role is office-based with potential travel to conferences, events, and satellite offices as needed. The employer provides a comprehensive benefits package and supports continuing professional education.

Senior Tax Accountant (CPA) – Westbrook, Connecticut, United States (in-office). Location: Westbrook, CT. Schedule: Monday–Friday, 8:30 AM to 5:00 PM in the office. Retirement Income Source SFG is seeking a CPA-licensed tax professional to join its retail practice, partnering with Financial Advisors to provide tax planning, tax preparation, and strategic guidance for clients. Responsibilities include preparing federal and state individual income tax returns, performing tax analysis, and helping advisors deliver tax-efficient retirement planning strategies aligned with clients' long-term goals. The ideal candidate will have an active CPA license in good standing, a bachelor's degree in accounting or related field, and at least five years of experience in individual tax preparation and tax planning. Key competencies include strong analytical, organizational, and communication skills, the ability to manage multiple deadlines, and a commitment to client service, confidentiality, and professional ethics. Tech requirements include proficiency with professional tax preparation software, accounting software, Excel, and CRM systems (e.g., Redtail). The role is office-based with potential travel to conferences, events, and satellite offices as needed. The employer provides a comprehensive benefits package and supports continuing professional education.