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
Real Estate
Entertainment

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 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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