Estate Tax Advisor

Vaco Boston is partnered with a reputable wealth financial planning firm seeking to hire a Fiduciary Tax Advisor. The position is responsible for closely collaborating closely with individual clients to optimize tax strategies and prepare and review fiduciary income tax returns for trusts and estates.

Responsibilities :

• Conduct thorough research on tax laws and regulations to stay abreast of changes and developments impacting fiduciary taxation.
• Assist clients with fiduciary income tax planning and estate / gift tax planning, offering strategic advice to minimize tax liabilities and maximize wealth preservation.
• Prepare and review Forms 1041, 706, 709, and related schedules, ensuring accuracy and compliance with relevant regulations.
• Provide expert guidance on complex tax issues related to estates, gifts, and trusts, including income taxation, deductions, exemptions, and credits.
• Communicate effectively with clients, addressing inquiries, providing updates on tax matters, and offering proactive advice to optimize their financial situations.
• Participate in firm-wide initiatives and contribute to a positive and collaborative work culture.

Qualifications :

• Bachelor's degree in Accounting, Finance, or a related field; CPA, JD or MST preferred.
• Minimum of 8 years’ Experience in fiduciary tax preparation and planning, with a focus on estates, charities, and trusts.
• Excellent communication and interpersonal skills, with the ability to build rapport with clients and collaborate effectively with internal stakeholders.
• Ability to thrive in a fast-paced, dynamic environment, with a strong commitment to delivering high-quality service to clients.
• Strong knowledge of tax laws and regulations pertaining to fiduciary taxation, including familiarity with IRS forms and guidelines.
• Exceptional analytical skills and attention to detail, with the ability to navigate complex tax scenarios and identify opportunities for optimization.

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.