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

Fort Worth, Texas, 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

High-Net-Worth Individuals, Private Equity, Real Estate, Media & Entertainment, Technology, HealthcareIndustries

Requirements

Undergraduate degree in accounting; Master's in Tax a plus
CPA License
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

Responsibilities

Develop and maintain strong client relationships with client personnel and prospective clients
Provide tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
Lead teams of senior and staff accountants
Oversee planning and scheduling of engagements
Research complex tax issues
Ensure quality of work product
Monitor and manage engagement work-flow and billing
Coach/mentor individual team members
Provide formal and informal feedback
Communicate to partners and work on strategic planning associated with the engagement

Skills

Tax Planning

Tax Compliance

High Net Worth Taxation

Family Office Services

Private Client Advisory

Complex Tax Returns

Estate Planning

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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