Vaco Boston has partnered with a highly regarded wealth management advisory firm who is seeking a Tax Manager. 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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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.
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Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to:
- the individual's skill sets, experience and training;
- licensure and certification requirements;
- office location and other geographic considerations;
- other business and organizational needs.
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.