Tax Manager / Senior Manager - High Net Worth Individuals at HCVT

Westlake Village, California, United States

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Not SpecifiedCompensation

Mid-level (3 to 4 years), Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Financial Services, ConsultingIndustries

Skills

Key technologies and capabilities for this role

Tax complianceTax advisoryTeam leadershipEngagement managementClient relationship managementTax researchWorkflow managementCoachingMentoringCommunication

Questions & Answers

Common questions about this position

What is the salary for the Tax Manager / Senior Manager role?

This information is not specified in the job description.

Is this position remote or hybrid, and what are the office requirements?

The position is hybrid, requiring a minimum of two days per week in the office, supplemented by in-person trainings, meetings, and team-building activities.

What are the key responsibilities that indicate required skills for this role?

The role requires skills in providing tax compliance and advisory services to high net worth individuals, leading teams of seniors and staff, conducting research on complex tax issues, and developing client relationships.

What is HCVT's company culture like?

HCVT's core values include Integrity at our Core, Building Success Together, Passion for Excellence, and Diversity, Equity, & Inclusion, with a commitment to a rewarding employee experience, professional growth, and a hybrid work model with team-building activities.

How can I stand out when applying for this Tax Manager position?

Highlight experience in tax compliance and advisory for high net worth individuals, trusts, and exempt organizations, along with leadership in managing teams and building client relationships, as these are key responsibilities.

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.

Los Angeles, CaliforniaHeadquarters

1991Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Financial Services, Real Estate, EntertainmentIndustries

501-1,000Employees

Benefits

Health and Wellness

Learning and Development

Passion

Reward Employees

Work and Life Integration

Risks

Emerging fintech companies threaten HCVT's market share with automated solutions.

Talent shortage in accounting may increase HCVT's recruitment costs.

California's proposed tax law changes could complicate HCVT's tax planning services.

Differentiation

HCVT offers specialized services in M&A, valuation, and CFO advisory.

The firm has a strong focus on California's complex tax environment.

HCVT combines Big Four and Middle Market Investment Banking experience.

Upsides

Growing demand for ESG advisory services boosts HCVT's market potential.

Increased interest in digital transformation consulting benefits HCVT's financial sector clients.

Rising need for cybersecurity advisory services enhances HCVT's service offerings.

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