Top 94 Tax associate Jobs in Hamden, Ct

Associate Financial Advisor
TPM Placement —Cheshire, CT
- $110,000 - $120,000 a year
- Full-time
- Background check
- CPA
- Bachelor of Science
- Profit sharing
- Paid training
Quick Apply
Payroll Specialist
Robert Half —West Haven, CT
- $26 - $30 an hour
- Temporary
- Customer service
- Mid-level
- Analysis skills
- Disability insurance
- Dental insurance
Quick Apply
7d
Financial Advisor
Edward Jones —Cheshire, CT
- $45,000 - $100,000 a year
- Full-time
- 5 years
- Military
- Mid-level
- Profit sharing
- Paid training
2027 Summer Associate
Withersworldwide —New Haven, CT
- Email
- Residential
- Entry level
Tax Associate
H&R Block —Hamden, CT
- Weekends as needed
- Office
- Finance
- High school diploma or GED
11d
Associate Financial Operations Analyst
HAI Group —Cheshire, CT
- Research
- Office
- Finance
- Health savings account
- AD&D insurance
Quick Apply
Resident Financial Coordinator
HART UNITED, INC. —North Haven, CT
- $26.00 - $28.85 an hour
- Full-time
- Mid-level
- Office
- Organizational skills
Tax Accountant
Yale University —New Haven, CT
- $68,000 - $120,500 a year
- Full-time
- Hybrid work
- Background check
- Research
- Mid-level
8d
Associate Attorney - Energy
Harris Beach Murtha —New Haven, CT
- $130,000 - $185,000 a year
- Full-time
- Hybrid work
- Military
- Writing skills
- Mid-level
Pre-Season Tax Professional
H&R Block —Trumbull, CT
- Full-time
- Windows
- High school diploma or GED
- Business development
Assistant Controller
Yale University —New Haven, CT
- $120,000 - $225,000 a year
- Full-time
- Hybrid work
- Background check
- 7 years
- CPA
Financial Assistant, Yale Peabody Museum and IPCH
Yale University —New Haven, CT
- $31.83 an hour
- Full-time
- Background check
- Microsoft Excel
- Management
9d
Financial Consultant
TIAA —Hamden, CT
- Online Application
- Mid-level
- 3 years
- Business development
- 403(b)
- Life insurance
Audit Associate ( 2026)- Shelton, CT
PKF O'Connor Davies —Shelton, CT
- $78,000 a year
- Microsoft Word
- Writing skills
- Research
- Profit sharing
- Health savings account
Quick Apply
Outsourced Accounting Senior Associate
CBIZ —New Haven, CT
- Hybrid work
- Writing skills
- Mid-level
- Office
Real Estate Bookkeeper - In-Person/Hybrid
West Shore Realty —Milford, CT
- $23 - $27 an hour
- Part-time
- Hybrid work
- Finance
- QuickBooks
- In-person
- Paid training
Quick Apply
Administrative/Accounting Specialist
Tyler Heating & Air Conditioning —Stratford, CT
- $70,000 - $80,000 a year
- Full-time
- Mid-level
- Office
- High school diploma or GED
- Fuel card
- Paid holidays
11d
Senior Associate, Alternative Assets - Hybrid
Symetra —Farmington, CT
- $145,900 - $197,400 a year
- Hybrid work
- 5 years
- Bachelor of Science
- Mid-level
- 401(k)
- Life insurance
Planetree Finance Accountant/Coordinator
Planetree International —Derby, CT
- $55,000 - $70,000 a year
- Part-time
- Hybrid work
- Background check
- Pass drug screening
- Mid-level
Quick Apply
10d
Bookkeeper - Part Time
West Shore Realty —Milford, CT
- $22 - $30 an hour
- Part-time
- Office
- Finance
- GAAP
Quick Apply

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tax associate jobs near hamden, ct

Associate Financial Advisor

TPM Placement
Cheshire, CT

Quick Apply

Job Details

Full-time
$110,000 - $120,000 a year

Benefits

Profit sharing
Paid training
Health insurance
Dental insurance
401(k)
401(k) matching
Retirement plan

Qualifications

Investment
Financial planning
Customer communication
Wealth management
Bachelor of Science
Series 66
Series 7
Bachelor's degree
Financial services
Experience practicing in the securities industry

Full Job Description

Job title: Associate Financial Advisor

Location: Cheshire, CT

Status: Full Time; hybrid (1 day a week WFH)

Compensation: $110,000 - $120,000 (base salary) + 25% Bonus (based on performance)

As a family business, we treat every client like our own, prioritizing their best interests and guiding them toward their unique goals—and a secure financial future—with transparency, trust, and expertise.

Our mission is to enable individuals and families to transform their financial resources into opportunities for a secure and fulfilling life.

Sound appealing? We are expanding our excellent team with people who share our vision and want to add value to our clients. We would like you to think of how we can do things better, make an impact, and continue to grow. This is an exciting opportunity to welcome an Associate Financial Advisor to the team who will support the firm’s lead advisor. The Associate Financial Advisor is responsible for the retention of existing client relationships as well as the development of new client connections.

The Associate Financial Advisor role is a full-time, salaried position that offers a competitive benefits package, including annual profit sharing, 401K contributions, and a flexible, family-first approach to work-life balance.

The attributes that we are looking for in a teammate include:

A proactive, results-driven and client-centric attitude.
An “owner’s mindset” where the success of the firm and individual success is one and-the-same.
Natural self-starter with strong sense of time management and task prioritization.
Keen attention to detail.
A true team player who will collaborate closely with others to ensure optimal outcomes every time.
Strong communication and interpersonal skills.
Humility and quick responsiveness toward client questions.
Superior writing skills for all forms of internal and client-facing communication.
A long view of the opportunities presented by the firm and the industry overall.

As an Associate Financial Advisor you can expect to:

Help individuals meet their unique financial needs and objectives on an ongoing basis with particular emphasis on risk tolerance, risk management, estate planning, and taxes.
Establish and define the client-planner relationship.
Develop, present and monitor financial planning recommendations and/or alternatives.
Analyze the income and asset situation of clients annually to review and update the financial situation.
Recommend plans and products to help clients achieve their goals; identify appropriate investment and insurance solutions; estate issues; tax considerations; retirement planning or personal planning objectives.
Comply with all FINRA/SEC/Cetera compliance regulations.
Develop and sustain relationships with other in-house professionals and strategic alliances.
Have a dedicated Client Service Manager to assist you with scheduling appointments, administration and day to day maintenance.
Maintain client cost basis information in coordination with the investment committee.
Work with clients to continually evaluate the objectives and risks of clients’ personal financial plans.
Remain current on industry developments, service, and product enhancements.
Participate on the firm's investment committee, as appropriate.

Qualifications for this role include:

B.A or B.S. in Business; advanced degree/designation, a plus (e.g. MBA, CFP, CPA, etc.)
Series 7 and Series 66 required
2+ years in the financial services industry and in the role
Prior experience as an Associate Financial Advisor or Paraplanner required
CFP, preferred (or prior enrollment or willingness to enroll in CFP Certification Program)
Insurance licenses preferred
Experience working with Pershing processes and forms, a plus
Excellent knowledge and communication of products such as mutual funds, stocks, bonds, insurances, and annuities
Able to identify estate planning issues
Proficiency with computer programs, including MS Office Suite, particularly Excel, MoneyGuidePro, Albridge, and Morningstar Advisor.

We welcome a diverse pool of applicants from various backgrounds and urge you to apply to learn more about what our firm offers and see if it might be an attractive fit for both us and you. We look forward to meeting you!

Pay: $110,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Health insurance
Paid training
Retirement plan

Education:

Bachelor's (Required)

Experience:

Wealth management: 3 years (Required)
Financial services: 3 years (Preferred)
Financial planning: 3 years (Required)

License/Certification:

Series 7 (Required)
Series 66 (Required)

Ability to Commute:

Cheshire, CT 06410 (Required)

Work Location: In person

Quick Apply

Refine Your Search

tax associate jobs in hamden, ct

Associate Financial Advisor

Payroll Specialist

Financial Advisor

2027 Summer Associate

Tax Associate

Associate Financial Operations Analyst

Resident Financial Coordinator

Tax Accountant

Associate Attorney - Energy

Pre-Season Tax Professional

Assistant Controller

Financial Assistant, Yale Peabody Museum and IPCH

Financial Consultant

Audit Associate ( 2026)- Shelton, CT

Outsourced Accounting Senior Associate

Real Estate Bookkeeper - In-Person/Hybrid

Administrative/Accounting Specialist

Senior Associate, Alternative Assets - Hybrid

Planetree Finance Accountant/Coordinator

Bookkeeper - Part Time

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