Moneco Advisors
The Tax Manager leads the firm's integrated tax practice, ensuring high-quality return reviews and technical oversight while managing client relationships and developing the tax team. This leadership role partners with wealth advisors to deliver comprehensive tax and financial planning strategies for high-net-worth clients and business owners. The position offers ownership of practice operations, workflow management, and professional growth within a collaborative wealth management environment.
Moneco Advisors is built on a foundation of in-depth financial planning that puts your needs, priorities, and goals first.
Headquarters
San Francisco, CA
Company Size
201-500 employees
Founded
2018
Industry
Technology
Glassdoor Rating
4.2 / 5
Sarah Johnson
Chief Executive Officer
Michael Chen
Chief Technology Officer
Emily Williams
VP of Engineering
David Rodriguez
VP of Product
Jessica Thompson
Chief Financial Officer
Andrew Park
VP of Sales
View leadership team, funding history,
and employee contacts for Moneco Advisors.
Moneco Advisors didn’t post a salary, so this is our estimate from similar listings.