Tax Advisor

2 weeks ago


Boston, United States Vaco Recruiter Services Full time
Vaco Boston has partnered with a highly regarded wealth management advisory firm that is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax.
Responsibilities
  • Prepare complex high net worth tax returns for individuals
  • Review tax returns
  • Analyze and process quarterly estimated tax payments for assigned individual accounts.
  • Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.
  • Identify tax planning opportunities for individuals and families.
  • Mentor junior Tax Advisors.
  • Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.

Experience & Qualifications
  • Bachelor’s or Masters’ Degree in Accounting concentration and/or Taxation.
  • Minimum 7 years’ experience in individual tax return compliance
  • Knowledge about individual and gift tax matters preferred
  • Experience with fiduciary and estate tax returns preferred.
  • Solid understanding of investment management concepts.
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