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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
Fintech
Financial Services

Senior, Expert

Fort Worth, TX, USA

Category
Tax Accounting
Accounting
Requirements
  • 5+ years of relevant experience with state and local income tax
  • 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, 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