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Full-Time

Tax Manager / Senior Manager

Private Equity Group

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Fintech
Financial Services

Compensation Overview

$140k - $180kAnnually

Senior, Expert

Westlake Village, CA, USA

Category
Tax Accounting
Accounting
Requirements
  • Undergraduate degree; Master’s degree a plus
  • CPA certificate
  • A minimum of 5 years of relevant experience
  • Experience with partnership and fund experience is required
  • Ability to identify and propose resolutions to complex income tax issues
  • Demonstrated advanced project management skills
  • Ability to utilize firm technology to enhance client service
  • Excellent research skills
  • Excellent written and verbal communication skills
  • Proficiency in Microsoft Office computer programs
  • Experience with GoSystems is a plus
Responsibilities
  • Provide top-level review of federal and multi-state income tax returns or private equity entities and/or private equity family office
  • Work closely with clients to advise on income tax issues and related tax planning
  • Oversee planning and scheduling of engagements and work flow supervision
  • Research complex technical tax issues and provides solutions
  • Lead and train teams of seniors and staff accountants throughout the engagement
  • Ensure quality of work product
  • Communicate progress to partners and is the liaison between partners and staff
  • Coach and mentor individual team members and involved in performance evaluations
  • Management responsibilities also include firm administrative functions and initiatives such as client billings

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