Full-Time

Tax Manager / Senior Manager

State and Local

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

Fort Worth, TX, USA

Requires in-office presence in Fort Worth for a minimum of two days per week.

Category
Tax Accounting
Financial Planning
Accounting
Requirements
  • 5+ years of relevant experience with state and local income tax
  • Experience with taxation of 'flow-through' entities is preferred, private equity experience a plus
  • Undergraduate degree; Master’s degree a plus
  • CPA license
  • Demonstrated advanced project management skills
  • Excellent research skills
  • Excellent written and verbal communication skills
Responsibilities
  • Lead teams of seniors, staff accountants, and paraprofessionals in client engagements focused on all aspects of state and local income/business tax compliance and controversy matters
  • Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts
  • Review related tax work papers
  • Analyze state filings across business entities/structures to eliminate/reduce errors leading to penalty and interest notices
  • Liaise with external service providers as needed on large engagements utilizing multiple tax service providers to ensure consistent filing positions and procedures
  • Manage, organize, and report on large scale state notice & refund processes
  • Research State & Local tax issues for client businesses and stay up to date on changes in tax law
  • Manage major project initiatives for clients (e.g. Pass-through Entity Tax programs)
  • Coach/mentor individual team members
  • Communicate effectively with engagement partners
  • Develop and maintains strong client relationships with client personnel and prospective clients

HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses in various sectors, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate different 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

  • Growing demand for ESG reporting services enhances HCVT's advisory service offerings.
  • Increased interest in digital transformation boosts HCVT's financial sector advisory services.
  • Remote work trends drive demand for HCVT's virtual CFO services.

What critics are saying

  • Emerging boutique CPA firms in California offer specialized services at lower costs.
  • AI-driven financial advisory platforms threaten traditional CPA firms like HCVT.
  • California's tax regulation changes could increase compliance costs for HCVT.

What makes HCVT unique

  • HCVT offers specialized financial services tailored to California's complex tax environment.
  • The firm combines Big Four and Middle Market Investment Banking experience for comprehensive client guidance.
  • HCVT's diverse clientele includes high-net-worth individuals and businesses across various sectors.

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