Tax Advisor

Vaco Boston has partnered with our client to help fill a Tax Advisory Specialist role. The Tax Advisory Specialist will assist with initiatives related to tax analysis and planning for private clients. The role will manage high-level client advisory consulting by providing comprehensive, tax return preparations, private foundations, charitable, fiduciary, trusts and estate tax services.

ResponsibilitiesSupport clients and Trustees to present financial and tax planning strategies.Analyze and process quarterly estimated tax payments for accounts.Collaborate with legal on taxable events that may pose for litigation implications.Prepare complex tax returns for individual clients with high net worth.Review tax returns prepared by colleagues to ensure quality processing.Collaborate with the Tax Department Team to develop, implement and oversee department-wide procedural initiatives.Identify tax planning opportunities for individuals and families.Ensure tax planning initiatives are comprehensive and compliant.Provide mentoring to junior tax specialists.

Education, Experience & QualificationsBachelor's or Masters' Degree in business or accounting concentration and/or Taxation and/or Certified Financial Planning required.Minimum 7 years' experience in individual tax return production environment.Current, high level of knowledge about individual and gift tax matters.Experience with fiduciary and estate tax returns preferred.Solid understanding of Investment Management concepts.