Tax Manager
Vanta137,000 - 161,000 USD/year
- Full Time
- Junior (1 to 2 years)
Not SpecifiedCompensation
Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level
Full TimeJob Type
UnknownVisa
Financial Services, Real Estate, Legal, ConsultingIndustries
Requirements
Candidates should possess a Bachelor's degree in Accounting or a related field, along with a Master's degree in Accounting or Business Administration being preferred. They must have at least 8 years of progressive experience in tax compliance and advisory services, with a strong focus on estate, gift, and trust tax matters, and demonstrated experience working with high-net-worth individuals and family offices. Strong knowledge of individual income, trust, estate, and gift tax laws is essential, as is experience in estate planning and trust administration.
Responsibilities
The Tax Manager / Senior Manager will advise clients on various individual income, trust, estate, and gift tax consulting and compliance matters, including structuring estate plans, establishing trusts, and implementing income and transfer tax strategies. They will handle multiple client relationships, work closely with attorneys, and ensure compliance with relevant tax regulations. Additionally, the role involves monitoring and interpreting changes in tax legislation, developing HR policies to ensure compliance, conducting audits, and delivering training on tax-related topics.
Skills
Estate Planning
Trusts
Gift Tax
Tax Compliance
Tax Consulting
Income Tax
Transfer Tax
Client Management
Family Office
High-Net-Worth Individuals
HCVT
Provides financial advisory, tax, and audit services
About HCVT
HCVT offers advisory, tax, and audit services to high-net-worth individuals, families, and businesses, primarily in California. Their services include M&A Advisory, Valuation Advisory, and CFO Advisory, which help clients navigate various 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.
Key Metrics
Los Angeles, CaliforniaHeadquarters
1991Year Founded
VENTURE_UNKNOWNCompany Stage
Consulting, Financial Services, Real Estate, EntertainmentIndustries
501-1,000Employees