Tax Manager

Vaco Boston has partnered with ahighly 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.

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