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Full-Time

Tax Manager

Opportunity Zone Specialization

Confirmed live in the last 24 hours

HCVT

HCVT

501-1,000 employees

Provides financial advisory, tax, and audit services

Consulting
Financial Services

Senior

Park City, UT, USA

Hybrid position in Park City, UT.

Category
Tax Accounting
Financial Planning
Accounting
Requirements
  • 5+ years of experience depending on relevant work experience
  • Bachelor’s degree; Master’s Degree in Taxation a plus
  • A licensed CPA or Enrolled Agent
  • Proficient knowledge Subchapter K and handling complex partnership returns
  • Some exposure to the federal Opportunity Zone program is a plus
  • Demonstrated management, analytical, problem solving, and communication skills
  • High emotional intelligence with the ability to influence and resolve operational issues
  • Can learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
  • Ability to identify and propose resolutions to complex tax issues
  • Has a high level of attention to detail
  • Has a positive attitude and a team player mentality with a can-do spirit
  • Advanced Microsoft Office skills
  • Proficiency in Thomas Reuters, GoSystem, ProSystems or equivalent is preferred
Responsibilities
  • Assist clients with large capital gains in structuring their Opportunity Zone Funds and Opportunity Zone Businesses for maximum deferral and operating efficiency
  • Build technical competence by keeping up to date on trends, developments and technical authorities, and applies them to client situations
  • Develop and maintain strong client relationship with key stakeholders and prospective clients
  • Monitor federal and state legislation
  • Assist with OZ-related articles and technical presentations
  • Work closely with clients to advise on income tax issues and tax planning
  • Provide high-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and as it pertains to the federal Opportunity Zone program
  • Responsible for meeting engagement timelines and budget guidelines
  • Provide job status updates to partners and client personnel in a timely manner
  • Oversee planning and scheduling of client engagements
  • Supervise expectations of engagement teams, project manager and maintain due dates
  • Research technical and complex tax issues
  • Manage, coach, and provide ongoing feedback to Seniors and Staff
  • Effectively utilize and train others on firm tax preparation software
  • Develop strong relationships with firm professionals and clients
  • Attend networking events and participate in staff and senior level trainings, recruiting events and firm activities
  • 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

1%

1 year growth

1%

2 year growth

1%
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