Tax Advisor
2 weeks ago
Vaco Boston has partnered with our client to help fill a Tax Advisory Specialist role. The Tax Advisory Specialist will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.
Responsibilities
- Support clients and Trustees to present financial and tax planning strategies.
- Analyze and process quarterly estimated tax payments for accounts.
- Collaborate with legal on taxable events that may pose for litigation implications.
- Prepare complex tax returns for individual clients with high net worth.
- Review tax returns prepared by colleagues to ensure quality processing.
- Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.
- Identify tax planning opportunities for individuals and families.
- Ensure tax planning initiatives are comprehensive and compliant.
- Provide mentoring to junior tax specialists.
- Bachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.
- Minimum 7 years' experience in individual tax return production environment.
- Current, high level of knowledge about individual and gift tax matters.
- Experience with fiduciary and estate tax returns preferred.
- Solid understanding of Investment Management concepts.
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Tax Advisor
6 days ago
Boston, United States Robert Half Full timeOur client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.The Tax Advisor takes on a key role in their team, managingcomprehensive preparation of tax returns for high-value individual, fiduciaryand foundation tax clients. This involves...
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Tax Advisor
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Boston, United States Robert Half Full timeOur client is a boutique Wealth Management firm in Boston, and they are looking to bring a Tax Advisor onboard. This is a hybrid role, with 3 days in office and 2 working at home.The Tax Advisor takes on a key role in their team, managingcomprehensive preparation of tax returns for high-value individual, fiduciaryand foundation tax clients. This involves...
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Tax Advisor
1 week ago
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Boston, United States Loring, Wolcott & Coolidge Trust, LLC Full timeThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles confidential information, while maintaining a high level of client contact....
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