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

No salary listed

Expert

Salt Lake City, UT, USA

Minimum of two days a week in the office required.

Category
Tax Accounting
Financial Analysis
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 financial services including advisory, tax, and audit services, primarily in California. The firm assists high-net-worth individuals, families, and businesses with Mergers and Acquisitions, tax planning, and compliance, as well as audit services to ensure transparency. HCVT stands out from competitors by combining experience from Big Four firms and Middle Market Investment Banking, providing practical guidance to clients. The goal is to be a trusted financial partner, helping clients achieve their financial objectives.

Company Size

501-1,000

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

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Simplify's Take

What believers are saying

  • Growing demand for ESG advisory services boosts HCVT's market potential.
  • Increased interest in digital transformation consulting benefits HCVT's financial sector clients.
  • Rising need for cybersecurity advisory services enhances HCVT's service offerings.

What critics are saying

  • Emerging fintech companies threaten HCVT's market share with automated solutions.
  • Talent shortage in accounting may increase HCVT's recruitment costs.
  • California's proposed tax law changes could complicate HCVT's tax planning services.

What makes HCVT unique

  • HCVT offers specialized services in M&A, valuation, and CFO advisory.
  • The firm has a strong focus on California's complex tax environment.
  • HCVT combines Big Four and Middle Market Investment Banking experience.

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Company News

HCVT
Sep 7th, 2023
HCVT In the News

HCVT Founding Partner Jim Carlin receives prestigious Humanitarian Award from National Jewish Health.

HCVT
Apr 18th, 2023
HCVT In the News: Holthouse Carlin & Van Trigt LLP

In a testament to the firm’s focus on DEI, HCVT has also ranked in the top 10 in all four diversity categories.