Full-Time

Tax Manager / Senior Manager

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

Senior

Phoenix, AZ, USA

Hybrid position.

Category
Tax Accounting
Accounting
Requirements
  • 5-8 years of experience depending on relevant work experience
  • Experience with partnerships and/or high net worth individuals preferred
  • Bachelor’s degree; Master’s Degree in Taxation a plus
  • A licensed CPA or Enrolled Agent
  • Strong technical aptitude and communication skills, both verbal and written
  • High emotional intelligence with the ability to influence and resolve operational issues
  • Has proven project management skills
  • Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
  • Ability to multi-task, prioritize responsibilities, and take initiative on projects
  • Has a high level of attention to detail
  • Has a positive attitude and is a team player mentality with a can-do spirit
  • Proficiency in Thomson Reuters, GoSystem, ProSystems or equivalent is required
Responsibilities
  • Provide high-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
  • Build technical competence by keeping up to date on trends, developments and technical authorities, and applies them to client situations
  • Work closely with clients to advise on income tax issues and tax planning
  • Develop and maintain strong client relationship
  • Responsible for meeting engagement timelines and budget guidelines
  • Oversee planning and scheduling of client engagements
  • Provide job status updates to upper management and/or partners and client personnel in a timely manner
  • Supervise engagement teams and ensure a high quality work product is delivered to the client
  • Research technical and complex tax issues
  • Manage, coach, and provide ongoing feedback to Seniors and Staff
  • Train and teach junior team members to develop their technical skills
  • Participate in recruiting events, facilitate training, or get involved in firm initiatives as needed

HCVT offers financial services including advisory, tax, and audit services, focusing on high-net-worth individuals, families, and businesses in California. Their services encompass M&A Advisory, Valuation Advisory, and CFO Advisory, helping 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

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.

Help us improve and share your feedback! Did you find this helpful?

Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration