Full-Time

Tax Senior / Supervising Senior

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

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
  • Minimum two years of relevant tax experience
  • Experience with taxation of 'flow-through' entities is preferred, private equity experience a plus
  • Bachelor’s degree in accounting or related major required
  • Passed all or some sections of the CPA exam strongly preferred
  • Strong technical aptitude and communication skills
  • Ability to work independently
  • Proven experience in leading and supervising junior team members
Responsibilities
  • Review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and related income tax work papers
  • Prepare complex client work and delegate entry level work to staff accountants
  • Take ownership and organize workflow of client engagements, ensuring filing deadlines are met
  • Supervise and manage expectations of engagement teams, staff accountants and/or interns on your teams
  • Responsible for meeting engagement timelines and budget guidelines, and provide job status to partners, managers, and client personnel in a timely manner
  • Identify tax issues and propose strategies to resolve them
  • Effectively and efficiently research technical tax issues
  • Respond to and prepare correspondence for state & federal tax authorities
  • Develop strong relationships with firm professionals and clients
  • Coach and provide feedback to junior team members
  • Effectively utilize and train others on firm tax preparation software
  • Participate in staff and senior level trainings
  • Ensure high 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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Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration