Come for the Challenge. Stay for the Experience.

At Holthouse, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at Holthouse. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

Holthouse is a tax, audit, advisory, and business management firm and one of the largest accounting firms in the country. Ranked in the top 30 nationally and the largest based in Los Angeles, Holthouse brings the scale and depth of a national firm together with a high-touch, shareholder-led client experience.

Since 1991, we have served high-net-worth individuals and families, middle-market companies, private equity firms and their portfolio companies across complex financial, tax and business matters. Our teams combine deep technical expertise, specialized knowledge and sharp judgment with direct access, responsiveness and collaboration - giving clients the right expertise and a clear path forward when it matters most.

The firm’s national and global reach is extended by its affiliation with Moore North America, Inc. (MNA) and Moore Global Network Limited, an independent and global accountancy and business advisory network of CPA and financial services firms located throughout the United States and around the globe. Visit hcvt.com to learn more.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at Holthouse. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

Holthouse currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

This role is ideal for senior manager and principal level candidates in tax ready to play a key role in high-net-worth (HNW) tax compliance and consulting services in our Fort Worth office.

As a Senior Manager or Principal in our Tax service line, you will be responsible for the following:

Client Service Excellence:

Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness

Tax Expertise & Compliance:

Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
Represent clients in federal and state tax audits, preparing necessary correspondence and documentation

Team Leadership & Development:

Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives

To be successful, these are the skills, qualities and experience you will need:

Undergraduate degree in Accounting required; Master's in Taxation is a plus
CPA certification is required
8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
Demonstrated leadership and supervisory skills with experience managing teams and workflows
Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

Visit the Benefits section to learn more

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

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The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

“Holthouse” is the brand name under which HCVT CPAs LLP and Holthouse LLC and its subsidiaries provide professional services. HCVT CPAs LLP and Holthouse LLC and its subsidiaries practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. HCVT CPAs LLP is a licensed independent CPA firm that provides attest services to its clients, and Holthouse LLC and its subsidiaries provide tax, advisory, and business consulting services to their clients. Holthouse LLC and its subsidiaries are not licensed CPA firms.

HCVT

Senior Manager Principal - High Net Worth Individuals

About the Job

Requirements

Responsibilities

Desired Qualifications

As a Senior Manager or Principal in our Tax service line, you will be responsible for the following:

To be successful, these are the skills, qualities and experience you will need:

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

About the Company

HCVT

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