Full-Time

Tax Principal

Opportunity Zone Specialization

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services
Real Estate
Entertainment

Expert

Salt Lake City, UT, USA

Hybrid work model requiring a minimum of two days a week in the office.

Category
Tax Accounting
Financial Planning
Accounting
Requirements
  • Minimum of 10 years of technical tax experience
  • Demonstrated knowledge of the federal Opportunity Zone program
  • Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities
  • Licensed CPA or JD
  • Capable of running multiple mid-size to large client engagements
  • Strong organizational and management skills
  • Excellent written, oral communication and documentation skills
  • Ability to articulate complex tax matters in 'business' language
  • Strong team player with emphasis on the continued growth and development of team members
  • Excellent analytical skills and judgment
Responsibilities
  • Provide top-level review of federal and multi-state income tax returns for partnerships, corporations, and individuals and related workpapers as it pertains to the federal Opportunity Zone program
  • Perform technical research and write correspondences
  • Lead and trains teams of staff, seniors and managers
  • Oversee planning and scheduling of engagements
  • Create engagement budgets and in charge of billings
  • Ensure quality of work product
  • Monitor work-flow
  • Coordinate constant flow of internal and external communication
  • Maintain and develop business with existing and prospective clients
  • Work closely with clients to advise on income tax issues and related tax planning

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses in various sectors, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate different 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

  • Growing demand for ESG reporting services enhances HCVT's advisory service offerings.
  • Increased interest in digital transformation boosts HCVT's financial sector advisory services.
  • Remote work trends drive demand for HCVT's virtual CFO services.

What critics are saying

  • Emerging boutique CPA firms in California offer specialized services at lower costs.
  • AI-driven financial advisory platforms threaten traditional CPA firms like HCVT.
  • California's tax regulation changes could increase compliance costs for HCVT.

What makes HCVT unique

  • HCVT offers specialized financial services tailored to California's complex tax environment.
  • The firm combines Big Four and Middle Market Investment Banking experience for comprehensive client guidance.
  • HCVT's diverse clientele includes high-net-worth individuals and businesses across various sectors.

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