Senior Tax Accountant with Wealth Advisory Firm at Vaco, LLC
Manchester, NH
About the Job
Vaco is partnered with a wealth advisory firm in CT to help them find a Senior Tax Accountant
The firm provides both wealth and tax advisory services in their two CT locations
This role will be based in their northern location near Manchester, CT
This position is for a tax preparation and planning practice inside of a Registered Investment Advisory (RIA) firm
Responsibilities: Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
Calculation and preparation of personal and business estimated Federal and State tax payments.
Developing tax and financial strategies and implementing them accordingly
Communicate with clients and staff to ensure timely deliverable reviews of financial statements with a focus on tax law compliance and profit maximization.
A strong commitment to professional education and remaining current with the business environment and tax law changes.
Interpret, investigate, prepare and respond to correspondence from the IRS and other Taxing Agencies
Qualifications: CPA highly preferred
Minimum 5 years’ experience in the preparation and review of Federal and State tax returns.
Registered Investment Advisor (RIA) industry experience preferred.
Strong communication skills and ability to work within a team environment
Software knowledge - Tax Software; Microsoft Suite of Products; Lacerte is a plus
Ability to successfully work in a fast-paced deadline-oriented environment.
Excellent customer service skills with a focus on delivering results to achieve client satisfaction.
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
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.
Pay Transparency Notice
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.
The firm provides both wealth and tax advisory services in their two CT locations
This role will be based in their northern location near Manchester, CT
This position is for a tax preparation and planning practice inside of a Registered Investment Advisory (RIA) firm
Responsibilities: Prepare and review individual, fiduciary, exempt, corporate, and partnership tax returns in compliance with federal and state tax laws.
Calculation and preparation of personal and business estimated Federal and State tax payments.
Developing tax and financial strategies and implementing them accordingly
Communicate with clients and staff to ensure timely deliverable reviews of financial statements with a focus on tax law compliance and profit maximization.
A strong commitment to professional education and remaining current with the business environment and tax law changes.
Interpret, investigate, prepare and respond to correspondence from the IRS and other Taxing Agencies
Qualifications: CPA highly preferred
Minimum 5 years’ experience in the preparation and review of Federal and State tax returns.
Registered Investment Advisor (RIA) industry experience preferred.
Strong communication skills and ability to work within a team environment
Software knowledge - Tax Software; Microsoft Suite of Products; Lacerte is a plus
Ability to successfully work in a fast-paced deadline-oriented environment.
Excellent customer service skills with a focus on delivering results to achieve client satisfaction.
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
HR@vaco.com
.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
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.
Pay Transparency Notice
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.
