Simplify Logo

Full-Time

Tax Senior

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Fintech
Financial Services

Junior, Mid

Park City, UT, USA

Category
Tax Accounting
Accounting
Requirements
  • 2+ years of experience depending on relevant work experience
  • Bachelor’s degree in accounting or related major required
  • Passed all 4 sections of the CPA Exam and has met the requirements to obtain their CPA license
  • Strong technical aptitude and communication skills
  • Ability to work independently
  • Has proven experience in leading and supervising a team
  • Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
  • Ability to multi-task, prioritize responsibilities, and take initiative on projects
  • Has high attention to detail
  • Has a positive attitude and a team player mentality with a can-do spirit
  • Microsoft Office skills must all be strong
  • Proficiency in Thomas Reuders, GoSystem, ProSystems or equivalent is required
Responsibilities
  • Prepare and review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
  • Prepare more complex client work and delegate entry level work to staff accountants
  • Take ownership and organize workflow of client engagements, ensuring filing deadlines are met
  • Identify tax issues and propose strategies to resolve them
  • Research technical tax information
  • Respond to and prepare correspondences to tax authorities
  • Responsible for meeting engagement timelines and budget guidelines, and provide job status to partners, managers, and client personnel in a timely manner
  • Develop strong relationships with firm professionals and clients
  • Supervise and manage expectations of engagement teams, staff accountants and/or interns on your teams
  • Coach and provide feedback to junior team members
  • Effectively utilize and train others on firm tax preparation software
  • Participate in staff and senior level trainings
  • Ensure high quality of work product

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients at various stages of their business lifecycle. HCVT stands out from competitors by combining Big Four and Middle Market Investment Banking experience to provide practical guidance. The firm's goal is to be a trusted financial partner, assisting clients in achieving their financial objectives.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

Growth & Insights
Headcount

6 month growth

0%

1 year growth

0%

2 year growth

0%
Simplify Jobs

Simplify's Take

What believers are saying

  • HCVT's specialized knowledge in California's complex tax environment can provide significant tax savings and compliance benefits for clients.
  • The firm's comprehensive service offerings, from M&A advisory to CFO advisory, make it a one-stop shop for businesses at various stages of their lifecycle.
  • HCVT's supportive, employee-centric culture and industry accolades make it an attractive workplace for top talent.

What critics are saying

  • The firm's strong focus on California could limit its growth opportunities in other states or regions.
  • Dependence on high-net-worth individuals and specific sectors like real estate and entertainment may expose HCVT to market volatility.

What makes HCVT unique

  • HCVT's strong focus on California allows it to specialize in the state's unique tax and regulatory environment, unlike national firms with a broader but less specialized focus.
  • The firm's blend of Big Four and Middle Market Investment Banking experience provides clients with both high-level strategic insights and practical, actionable advice.
  • HCVT's commitment to diversity, equity, and inclusion (DEI) is reflected in its top 10 ranking in all four diversity categories, setting it apart from many competitors.

Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration