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Full-Time

Tax Principal

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, Expert

Park City, UT, USA

Requires in-office presence in Park City, UT for a minimum of two days a week.

Category
Tax Accounting
Financial Analysis
Financial Planning
Accounting
Requirements
  • Minimum of 10 years of technical tax experience
  • Demonstrated knowledge of the federal Opportunity Zone program
  • Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities
  • Licensed CPA or JD
  • Capable of running multiple mid-size to large client engagements
  • Strong organizational and management skills
  • Excellent written, oral communication and documentation skills
  • Ability to articulate complex tax matters in 'business' language
  • Strong team player with emphasis on the continued growth and development of team members
  • Excellent analytical skills and judgment
Responsibilities
  • Provide top-level review of federal and multi-state income tax returns for partnerships, corporations, and individuals and related workpapers as it pertains to the federal Opportunity Zone program
  • Perform technical research and write correspondences
  • Lead and trains teams of staff, seniors and managers
  • Oversee planning and scheduling of engagements
  • Create engagement budgets and in charge of billings
  • Ensure quality of work product
  • Monitor work-flow
  • Coordinate constant flow of internal and external communication
  • Maintain and develop business with existing and prospective clients
  • Work closely with clients to advise on income tax issues and related tax planning

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%
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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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