Tax Advisor

Vaco Boston has partnered with a highly regarded wealth management advisory firm who is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax.Responsibilities

Prepare complex high net worth tax returns for individuals.Review tax returns.Analyze and process quarterly estimated tax payments for assigned individual accounts.Work with the Tax Department Team to develop, implement and oversee department-wide initiatives.Identify tax planning opportunities for individuals and families.Mentor junior Tax Advisors.Utilize a variety of software applications related to tax research, planning and preparation including: BNA and Profx.Experience & Qualifications

Bachelor's or Masters' Degree in Accounting concentration and/or Taxation.Minimum 7 years' experience in individual tax return compliance.Knowledge about individual and gift tax matters preferred.Experience with fiduciary and estate tax returns preferred.Solid understanding of investment management concepts.Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.

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