Tax Management Specialist
6 days ago
Vaco Boston has partnered with a highly regarded wealth management advisory firm, seeking a Tax Manager to join their team. This high-visibility role reports directly to the Head of Tax.
Key Responsibilities:
• Prepare complex tax returns for high net worth individuals
• Conduct thorough reviews of tax returns
• Analyze and process quarterly estimated tax payments for assigned accounts
• Collaborate with the Tax Department Team to develop, implement, and oversee department-wide initiatives
• Identify opportunities for tax planning and optimization
• Mentor junior Tax Advisors in best practices
• Utilize industry-leading software applications for tax research, planning, and preparation, including BNA and Profx
Requirements & Qualifications:
• Bachelor's or Master's Degree in Accounting or Taxation concentration
• Minimum 7 years' experience in individual tax return compliance
• Knowledge of individual and gift tax matters is preferred
• Experience with fiduciary and estate tax returns is also preferred
• Solid understanding of investment management concepts is essential
We offer a competitive salary range of $80,000 - $120,000 per year, commensurate with experience
This role offers excellent career growth opportunities and the chance to work with a leading wealth management advisory firm
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