Tax Management Specialist

6 days ago


Étreux, Hauts-de-France, United States VACO Full time

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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