Full-Time

Tax Manager / Senior Manager

High Net Worth Individuals

Confirmed live in the last 24 hours

HCVT

501-1,000 employees

Offers tax, audit, and advisory services

Consulting

Financial Services

Senior

Westlake Village, CA, USA

Requirements

Undergraduate degree in accounting
Master's in Tax a plus
CPA certificate
Minimum 5 years of tax experience
Strong technical background in high net worth individual taxation
Strong organizational and management skills
Excellent written, oral communication and documentation skills
Ability to articulate complex tax matters in 'business' language
Ability to integrate and team with others
Ability to work effectively in a demanding, fast-paced and complex environment
Strong team player with emphasis on the growth and development of team members
Excellent analytical skills and judgement

Responsibilities

Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
Leads teams of seniors and staff accountants
Oversees planning and scheduling of engagements
Research complex tax issues
Ensures quality of work product
Monitors work-flow
Coaches/mentors individual team members
Provides formal and informal feedback
Communicates progress to partners
Develops and maintains strong client relationships with client personnel and prospective clients
Works closely with clients to advise on income tax issues and related tax planning

Focus. Clarity. Commitment.

HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.

At HCVT, we are different. We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues for businesses and individuals is what we do. How we do it is what sets us apart from other accounting firms.

As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting.

Join HCVT and be a part of a forward-moving organization!

HCVT operates under a hybrid working model. Effective Jan 1, 2024, employees are expected to work at their assigned office a minimum of two days per week. In the event that this is not geographically reasonable, you may work in the office closest to your home. Additionally, we expect employees to participate in required firm events/meeting (e.g., trainings, team bonding, client meetings, etc.)

As a Manager in our Tax service line, you will be responsible for the following:

Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
Leads teams of seniors and staff accountants
Oversees planning and scheduling of engagements
Research complex tax issues
Ensures quality of work product
Monitors work-flow
Coaches/mentors individual team members
Provides formal and informal feedback
Communicates progress to partners
Develops and maintains strong client relationships with client personnel and prospective clients
Works closely with clients to advise on income tax issues and related tax planning

To be successful, these are the skills and experience you will need:

Undergraduate degree in accounting; Master’s in Tax a plus
CPA certificate
Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
Strong organizational and management skills
Excellent written, oral communication and documentation skills
Ability to articulate complex tax matters in "business" language
Ability to integrate and team with others
Ability to work effectively in a demanding, fast-paced and complex environment
Strong team player with emphasis on the continued growth and development of team members
Excellent analytical skills and judgement

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

Visit the Benefits section to learn more

This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $130,000 to $175,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

#LI-CC1

#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

HCVT

View

Website

View Company Profile

Working at HCVT, LLP offers the unique opportunity to engage with complex tax issues and innovative compliance solutions in sectors that include mergers & acquisitions and business management. The firm is dedicated to providing tailored tax and advisory services, fostering an environment of professional growth and specialization. This focus on personalized solutions and technical excellence makes HCVT a distinguished leader in tax and audit services.

Company Stage

N/A

Total Funding

N/A

Headquarters

Los Angeles, California

Founded

1991

Growth & Insights

Headcount

6 month growth

↑ 3%

1 year growth

↑ 8%

2 year growth

↑ 11%

Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration