Tax Consultant

2 days ago


Boston, Massachusetts, United States Virtual Full time

Vaco Boston has partnered with a highly regarded wealth management advisory firm to seek a skilled High Net Worth Tax Expert to join their team. This high-visibility role reports directly to the Head of Tax.

Responsibilities:

Main Tasks:

  • Prepare complex tax returns for high net worth individuals.
  • Review tax returns for accuracy and compliance.
  • Analyze and process quarterly estimated tax payments for assigned individual accounts.
  • Collaborate with the Tax Department Team to develop, implement, and oversee department-wide initiatives.
  • Identify tax planning opportunities for individuals and families.
  • Mentor junior tax professionals.
  • Utilize tax research, planning, and preparation software applications, including BNA and Profx.

Requirements:

  • Bachelor's or Master's Degree in Accounting concentration and/or Taxation.
  • 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.

This is an excellent opportunity for a skilled tax professional to join a highly regarded wealth management advisory firm and contribute to the success of their tax department.


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