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    Tax Advisor - Boston, United States - Vaco

    Vaco
    Vaco Boston, United States

    2 weeks ago

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    Description

    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.
    Responsibilities

    • Support 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 & Qualifications
    • Bachelor'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.
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