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.