Tax Manager / Senior Manager - High Net Worth Individuals

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

Requirements

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.

Responsibilities

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.

Skills

Tax compliance

Tax advisory

Team leadership

Engagement management

Client relationship management

Tax research

Workflow management

Coaching

Mentoring

Communication

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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