Tax Specialist - High Net Worth Clients
EmpowerSalary not specified
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
Key technologies and capabilities for this role
Questions & Answers
Common questions about this position
What is the work arrangement at HCVT?
HCVT offers a hybrid work model allowing eligible employees to work both remotely and in the office, based on business needs and team coordination. Remote work requires meeting the same performance standards and maintaining communication as in the office, but this arrangement is not guaranteed and subject to change.
What are the core values at HCVT?
HCVT's core values are Integrity at our Core, Building Success Together, Passion for Excellence, and Diversity, Equity, & Inclusion, guiding interactions with clients and team members.
What are the main responsibilities for the Tax Manager role?
Responsibilities include developing client relationships, providing tax compliance and advisory services to high net worth individuals, leading teams, overseeing engagement planning, researching complex tax issues, and ensuring work quality.
What opportunities are there for professional growth at HCVT?
The firm offers significant investments in training, diverse and intellectually stimulating client engagements, and career advancement opportunities due to steady growth since 1991.
What makes a strong candidate for this Tax Manager position?
Talented and ambitious individuals with technical skill, ability to address complex business issues, and interest in high net worth individual tax services thrive here.
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
