UNKNOWN

FEED

Responsibilities include but are not limited to: Work closely with current Connecticut leadership to learn the office, client base, team, and business while preparing for future leadership responsibility Build strong relationships with employees and clients to support a smooth, thoughtful leadership and client transition Maintain and grow a significant book of business while serving as a trusted advisor to clients Review complex multi-state business and individual tax returns and provide guidance and feedback to staff Provide proactive, year-round tax planning and strategic advisory services Research and consult on complex federal, state, and local tax matters Identify additional planning and service opportunities based on clients' business and personal needs Provide leadership, coaching, and development to professionals within the Connecticut office Oversee staff workflow, client assignments, and engagement execution Participate in recruiting, developing, mentoring, and retaining high-performing team members Develop relationships with existing clients, prospective clients, referral sources, and members of the local business community Participate in business development and networking efforts to support continued growth of the Connecticut practice Identify opportunities to connect clients with additional BGM services and expertise Partner with BGM corporate leadership and shared service teams to ensure the Connecticut office remains connected and aligned with firmwide strategies and initiatives Take on increasing responsibility for office leadership, operations, staffing, client relationships, and business performance throughout the leadership transition Ultimately serve as the senior leader and primary point of contact for the Connecticut office, with responsibility for the staff, clients, business, and overall success of the location. Required Qualifications and Skills: Bachelor's degree in Accounting or related field 10+ years of progressive public accounting experience with an emphasis on complex business and individual taxation CPA designation strongly preferred Significant experience managing client relationships and a book of business Strong tax planning, strategy, research, and technical skills Experience leading, coaching, and developing professional staff Strong client service skills and the ability to develop trusted, long-term relationships Interest and demonstrated potential in business development, networking, and growing client relationships Strong business judgment and the ability to balance client service, people leadership, and competing priorities Ability to operate independently while also valuing collaboration, mentorship, and partnership with other leaders Strong organizational and communication skills Desire and ability to grow into broader practice and office leadership responsibilities.

YEAR

Boeckermann Grafstrom & Mayer, LLC

Senior Tax Manager / Principal - Office Leadership Track

As a Senior Wealth Advisor, you will partner closely with a dedicated Wealth team to meet the financial needs of our Affluent and High-Net Worth clients, including a Wealth Relationship Manager and field experts such as Financial Planners, Insurance Specialists, Portfolio Consultants and Home Lending Officers. The unified business supports ultra-high-net-worth individuals and family offices through Citi Private Bank, operates in the affluent and high-net worth segments through Citigold and Citigold Private Client and captures wealth management in the workplace through Citi Global Wealth at Work.

Citigroup Inc

Senior Wealth Advisor | Western Connecticut

Design Consultants will be measured based on performance categories (teamwork, customer service, communication skills, decision making, project development, presentation, and technical skills) and benchmarks (Minimum Monthly Sales, Home Calls, Accent Sales, Softgood Sales, Be-Backs, PI, Close Ratio and Ethan Allen Trade Program) that contribute to the success of the Design Center as well as their own individual success. Must be skilled in the use of social media such as blogs, micro-blogs, on-line forum, content sharing web sites and other digital channels established for on-line interaction and connection to promote Ethan Allen's brand as outlined in Ethan Allen's Social Media Policy.

Ethan Allen

Interior Design Sales Consultant

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Ethan Allen Interiors Inc

Hands-on experience in at least 2 SAP Treasury components, including Cash Management, Transaction Manager, In-House Cash, Risk Analyzers, Liquidity Planner, Hedge Management and Accounting, SWIFT integration, Bank Communication Management, or integration with financial accounting. Leveraging Deloitte's unmatched resources and deep industry insights, you'll deliver innovative, market-driven solutions that modernize finance functions, elevate performance, and drive meaningful organizational change.

Deloitte

SAP Treasury Senior Consultant

What You'll Do: As a ServiceNow Strategic Portfolio Management Business Process Consultant, you will serve as the voice of the business on ServiceNow Strategic Portfolio Management (SPM) engagements and pre-sales activities across the portfolio and work management landscape, including Strategic Planning, Demand Management, Project and Portfolio Management, Agile Development, Resource Management, Digital Portfolio Management, and Application Portfolio Management. Process & Platform Expertise: Strong functional knowledge of the ServiceNow platform (Strategic Planning Workspace, Portfolio Planning Workspace, Demand Management, Project and Program Workspaces, Agile Development, Resource and Capacity Management, Flow Designer, and Reporting/Performance Analytics).

Slalom Inc

Enterprise - ServiceNow SPM Business Process Consultant

What You'll Do: As a ServiceNow Strategic Portfolio Management Technical Consultant, you will serve as the hands-on builder on ServiceNow Strategic Portfolio Management (SPM) engagements and pre-sales activities across the strategic planning and portfolio delivery landscape, including Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, and Application Portfolio Management. Technical & Platform Expertise: Strong technical knowledge of the ServiceNow platform (Strategic Planning, Project and Portfolio Management, Demand Management, Agile and Test Management, Resource Management, Financial Planning, Flow Designer, UI Builder, scoped applications, and Reporting/Performance Analytics).

Enterprise - ServiceNow SPM Technical Consultant

This role sits within Moneco's tax preparation and planning practice, embedded inside a Registered Investment Advisory firm — which means you'll work at the intersection of tax compliance and holistic financial planning, with real opportunities to grow into a supervisory role. Bring your tax expertise to a firm where planning and advice work together — one of New England's fastest-growing independent wealth management firms.

Moneco Advisors

Senior Tax Associate

GreenHouseAPI

ADAPTED_NOW

A Tax Manager, Private Client Services is responsible for utilizing their educational background and professional experience as well as their communication, time management, leadership, technical, business development, and people skills to provide tax compliance and consulting services to our high net-worth clients. Offering a high touch approach, we have extensive experience serving high net-worth individuals, their families, family offices, C-Suite executives, athletes, entertainers, as well as other people with complicated tax and financial structures.

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