Full-Time

Tax Manager

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

Senior

Salt Lake City, UT, USA

Hybrid position based in Salt Lake City, UT.

Category
Tax Accounting
Accounting
Requirements
  • 5+ years of experience depending on relevant work experience
  • Bachelor’s degree; Master’s Degree in Taxation a plus
  • A licensed CPA or Enrolled Agent
  • Proficient knowledge Subchapter K and handling complex partnership returns
  • Some exposure to the federal Opportunity Zone program is a plus
  • Demonstrated management, analytical, problem solving, and communication skills
  • High emotional intelligence with the ability to influence and resolve operational issues
  • Can learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
  • Ability to identify and propose resolutions to complex tax issues
  • Has a high level of attention to detail
  • Has a positive attitude and a team player mentality with a can-do spirit
  • Advanced Microsoft Office skills
  • Proficiency in Thomas Reuters, GoSystem, ProSystems or equivalent is preferred
Responsibilities
  • Assist clients with large capital gains in structuring their Opportunity Zone Funds and Opportunity Zone Businesses for maximum deferral and operating efficiency
  • Build technical competence by keeping up to date on trends, developments and technical authorities, and applies them to client situations
  • Develop and maintain strong client relationship with key stakeholders and prospective clients
  • Monitor federal and state legislation
  • Assist with OZ-related articles and technical presentations
  • Work closely with clients to advise on income tax issues and tax planning
  • Provide high-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and as it pertains to the federal Opportunity Zone program
  • Responsible for meeting engagement timelines and budget guidelines
  • Provide job status updates to partners and client personnel in a timely manner
  • Oversee planning and scheduling of client engagements
  • Supervise expectations of engagement teams, project manager and maintain due dates
  • Research technical and complex tax issues
  • Manage, coach, and provide ongoing feedback to Seniors and Staff
  • Effectively utilize and train others on firm tax preparation software
  • Develop strong relationships with firm professionals and clients
  • Attend networking events and participate in staff and senior level trainings, recruiting events and firm activities
  • 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 navigate 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

Simplify Jobs

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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