- 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.
- 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.
- California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here.
- Virginia residents may access our state specific policies here.
- Residents of all other states may access our policies here.
- Canadian residents may access our policies in English here and in French here.
- Residents of countries governed by GDPR may access our policies here.
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
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Tax Advisor
Found in: Lensa US 4 C2 - 14 hours ago
Atrium Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. · Salary/Hourly Rate · $130,000 $195,000 · Position Overview · The Tax Advisor is responsible for tax return preparation, tax ana ...
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Tax Advisor
Found in: Lensa US 4 C2 - 4 days ago
Atrium Staffing Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team. · Salary/Hourly Rate: · $130,000 - $195,000 · Position Overview: · The Tax Advisor is responsible for tax return preparation, tax ...
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Tax Advisor
Found in: Lensa US 4 C2 - 5 days ago
Atrium Staffing Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team.Salary/Hourly Rate:$130,000 - $195,000Position Overview:The Tax Advisor is responsible for tax return preparation, tax analysis and pl ...
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Tax Advisor
Found in: Lensa US 4 C2 - 4 days ago
Vaco Recruiter Services Boston, United StatesVaco Boston has partnered with a highly regarded wealth management advisory firm that is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax. · ResponsibilitiesPrepare complex high net worth tax returns for individuals · Review tax returns · Analyze an ...
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Tax Advisor
Found in: Appcast Linkedin GBL C2 - 1 day ago
Loring, Wolcott & Coolidge Trust, LLC Boston, United StatesThe Tax Advisor is responsible for comprehensive, tax return preparation for an assignment of individual, fiduciary, and foundation tax clients. This position also assists with department-wide initiatives related to tax analysis and planning for clients. This position handles con ...
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Tax Advisor
Found in: Lensa US 4 C2 - 3 days ago
Atlantic Group Boston, United StatesLooking to get out of public? Looking for a better work life balance?*Please note: only local Massachusetts applicants will be considered.The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to join their ...
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Tax Advisor
Found in: Lensa US 4 C2 - 6 days ago
Atlantic Group Boston, United StatesLooking to get out of public? Looking for a better work life balance? · *Please note: only local Massachusetts applicants will be considered. · The Atlantic Group has partnered with a highly regarded wealth management advisory firm looking for a talented tax professional to jo ...
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Tax Advisor
Found in: Lensa US 4 C2 - 3 days ago
Atrium Boston, United StatesOur client is a wealth management firm that values the work-life balance of their employees and they are seeking a Tax Advisor to join their team.Salary/Hourly Rate$130,000 $195,000Position OverviewThe Tax Advisor is responsible for tax return preparation, tax analysis and planni ...
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Tax Advisor
Found in: One Red Cent US C2 - 2 days ago
Vaco Boston, United StatesVaco Boston has partnered with a well-established wealth management advisory firm that is seeking a Tax Advisor. · ResponsibilitiesTax return preparation and review · Meet with clients to present tax planning strategies. · Analyze and process quarterly estimated tax payments · Id ...
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Tax Advisor
Found in: Lensa US 4 C2 - 2 days ago
Vaco Boston, United StatesVaco 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 compre ...
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Tax Advisor
Found in: Lensa US 4 C2 - 23 hours ago
Vaco Boston, United StatesVaco 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 compre ...
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Lead Advisor/Tax Planner
Found in: Lensa US 4 C2 - 3 days ago
The Judson Group Boston, United StatesReference Number: HRJ7186 · Location: Boston, Massachusetts · Judson Group has been retained by a leading RIA with over $28B AUM in the search for a · Lead Advisor/Tax Planner . The firm is known for their commitment to building client relationships and providing financial plann ...
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Associate Director of Financial Reporting-Hybrid Schedule
Found in: Lensa US 4 C2 - 23 hours ago
Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Trust Administrator
Found in: Appcast Linkedin GBL C2 - 1 day ago
Cypress HCM Boston, United StatesTrust Advisor · Location: Boston, MA · Hybrid: 3 days onsite · Employees: 500| Team Size: 10-15 · Industry: Law Firm · Trust Advisors will work with multi-generational families with diverse needs and administer accounts including trusts, IRAs, investment management accounts, fou ...
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Associate Director of Financial Reporting-Hybrid Schedule
Found in: Lensa US 4 C2 - 14 hours ago
Boston Medical Center Boston, United StatesThe Associate Director of Financial Reporting will assist in effectively meeting company objectives by working with the Company's external audit and tax advisors on external filings, submissions and other external financial reporting matters. Additionally, the Associate Director ...
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Senior Wealth Manager
Found in: Lensa US 4 C2 - 4 days ago
FlexProfessionals Boston, United StatesNational Independent wealth-management firm seeking a Senior Wealth Advisor to provide exceptional client service with holistic financial planning to high net worth clients.Hours/Schedule: Full-time, flexibleJob Type: DirectLocation Requirements : Hybrid - Boston or NewtonRate: C ...
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Senior Wealth Manager
Found in: Lensa US 4 C2 - 6 days ago
FlexProfessionals Boston, United StatesNational Independent wealth-management firm seeking a Senior Wealth Advisor to provide exceptional client service with holistic financial planning to high net worth clients. · Hours/Schedule: · Full-time, flexible · Job Type: · Direct · Location Requirements : Hybrid - Bosto ...
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International Senior Corporate Tax Analyst
Found in: Lensa US 4 C2 - 19 hours ago
MFS Investment Management Boston, United StatesTHE ROLE · The Senior Tax Analyst will report to the International Director of Tax and work collaboratively with the Tax Directors, Tax Managers and extended finance team. Position responsibilities will include preparation of foreign provisions as well as preparation and filing ...
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retirement planning associate
Found in: MyJobHelper US C2 - 2 days ago
Equitable Boston, MA , USA, United StatesRetirement Planning Associate - Retirement Benefits Group - MA, Boston · **Primary Location** : UNITED STATES-MA-Boston · **Organization** : Equitable Advisors · **Description** · Equitable Advisors is a leading firm in the financial services and insurance industry with a missio ...
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retirement planning associate
Found in: MyJobHelper US C2 - 2 days ago
Equitable Boston, MA , USA, United StatesRetirement Planning Associate - Retirement Benefits Group - MA, Boston FZV ) · **Primary Location** : UNITED STATES-MA-Boston · **Organization** : Equitable Advisors · **Description** · Equitable Advisors is a leading firm in the financial services and insurance industry with a m ...
Tax Advisor - Boston, United States - Vaco
Description
Vaco Boston has partnered with a highly regarded wealth management advisory firm that is seeking a Tax Advisor. This is a high visible role reporting to the Head of Tax.Responsibilities
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.
EEO Notice
Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law.
Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact .
Vaco also wants all applicants to know their rights that workplace discrimination is illegal.
By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal.
Privacy Notice
Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies.
Pay Transparency Notice
Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.
