Tax Manager
Vanta- Full Time
- Junior (1 to 2 years)
Candidates should possess a Bachelor's degree in Accounting or a related field, along with a Master's degree preferred, and have at least 10 years of progressive experience in tax compliance and advisory services, specifically focused on High Net Worth Individuals, trusts, and exempt organizations. Strong knowledge of US tax laws, including those pertaining to private clients and complex estate planning is essential, and experience with tax research and planning is highly desired.
As a Tax Manager / Senior Manager, you will be responsible for providing tax compliance and advisory services to High Net Worth Individuals and their related businesses, trusts, and exempt organizations, leading teams of seniors and staff accountants, overseeing engagements, researching complex tax issues, ensuring the quality of work product, monitoring workflow, coaching and mentoring team members, communicating progress to partners, and developing and maintaining strong client relationships.
Provides financial advisory, tax, and audit services
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.