Full-Time

Tax Senior

U.S. Withholding / FATCA / CRS Specialist

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

Compensation Overview

$95k - $130kAnnually

Mid, Senior

Fort Worth, TX, USA

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

Category
Tax Accounting
Accounting
Requirements
  • Bachelor’s degree, J.D., LL.M in taxation, and/or master’s in taxation from an accredited college/university
  • CPA or licensed attorney strongly preferred
  • A minimum of 3 years of relevant experience; partnership tax and/or private equity experience strongly preferred
  • Ability to identify and propose resolutions to income tax issues as they arise
  • Excellent in multi-tasking and managing priorities against key deadlines; able to thrive in a fast-paced environment
  • Ability to utilize firm technology to enhance client service
  • Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors and work effectively in a dynamic work environment
Responsibilities
  • This position supports the day-to-day accounting and tax compliance of client fund partnership vehicles. Client businesses are generally focused on private equity, infrastructure, private debt, and real estate investments.
  • This position will focus on aspects of client engagements at the senior level dealing primarily with U.S. income tax withholding (ECI, FDAP, ETC.) and FATCA/CRS reporting.
  • Other responsibilities will include, but not limited to: Assisting with IRS W form preparation and/or review, and working with client personnel and your engagement manager(s) to respond to investor tax inquiries or ad-hoc requests appropriately.
  • Prospective candidates will be expected to: Meet all compliance work schedule/deadlines, communicate effectively with your management/partner team, and ensure quality of work product.

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.

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