Senior Tax Consultant
4 weeks ago
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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