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HCVT

Financial advisory, tax, and audit firm

Tax Manager / Senior Manager - High Net Worth Individuals

Tax AccountingConfirmed live in the last 24 hours
Full-timeWestlake Village, CA, USA$140k - $185k

About the Job

Requirements

  • An undergraduate degree in accounting is required; a master's degree in tax is a plus.
  • A CPA certificate is required.
  • A minimum of 5 years of tax experience is required, with a strong technical background in high-net-worth individual taxation.
  • Strong organizational and management skills are required.
  • Strong written, oral communication, and documentation skills are required.
  • Ability to explain complex tax matters in business language is required.
  • Ability to integrate and work effectively with others is required.
  • Ability to work effectively in a demanding, fast-paced, and complex environment is required.
  • Strong analytical skills and judgment are required.

Responsibilities

  • Provide tax compliance and advisory services to high-net-worth individuals, including their closely related businesses, trusts, and exempt organizations.
  • Lead teams of senior and staff accountants.
  • Oversee engagement planning and scheduling.
  • Research complex tax issues.
  • Ensure the quality of work products.
  • Monitor workflow.
  • Coach and mentor individual team members.
  • Provide formal and informal feedback.
  • Communicate progress to partners.
  • Develop and maintain strong client relationships with client personnel and prospective clients.
  • Work closely with clients to advise on income tax issues and related tax planning.

About the Company

HCVT

Financial advisory, tax, and audit firm

HCVT provides advisory, tax, and audit services to individuals and businesses mainly in California. Its offerings include M&A advisory, valuation advisory, and CFO advisory to support clients through different stages of their business life cycle, plus tailored tax planning and compliance services and audit work (financial reporting, reviews, and compilations). The firm charges fees based on the complexity and scope of services provided. HCVT differentiates itself with a blend of Big Four and middle-market investment banking experience, a sector focus (real estate, entertainment, manufacturing, technology), and an employee-centric culture that emphasizes practical, forward-looking guidance. The goal is to help clients navigate complex financial landscapes, preserve and grow asset value, and achieve their financial objectives by delivering specialized expertise and personalized service.

Company size
501-1,000
Company stage
Not listed
Total funding
Not listed
Headquarters
Los Angeles, CA
Founded
1991

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