Senior Tax Consultant

4 weeks ago


Boston, Massachusetts, United States Virtual Full time

Vaco Boston has partnered with a leading wealth management advisory firm to find a Senior Tax Consultant. This role reports directly to the Head of Tax and offers a high level of visibility within the organization.

Key Responsibilities:

• Prepare complex tax returns for high net worth individuals

• Review tax returns to ensure accuracy and compliance

• Analyze and process quarterly estimated tax payments for assigned accounts

• Collaborate with the Tax Department Team to develop and implement department-wide initiatives

• Identify tax planning opportunities for individuals and families

• Mentor junior tax professionals

Requirements:

• Bachelor's or Master's Degree in Accounting or Taxation

• Minimum 7 years of 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

• Strong understanding of investment management concepts



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