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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.
- 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.
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.
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.
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.