Tax Manager / Senior Manager - High Net Worth Individuals

Holthouse Carlin & Van Trigt LLP • Westlake Village, CA, United States • $200k - $250k / year • 1m ago

Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum of two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.

Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you!

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 $140,000 to $180,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

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