Candidates should possess a Bachelor's degree in Accounting, Taxation, or a related field, along with a Juris Doctor (JD) degree and a CPA license. They should have at least 10 years of progressive experience in tax law, with a strong focus on Opportunity Zones, and demonstrated expertise in federal tax regulations.
As a Tax Principal, you will provide valuable consulting and compliance services to entrepreneurial individuals and their businesses, specifically within the HCVT Opportunity Zone practice. This includes assisting over 200 Qualified Opportunity Zone Funds and Qualified Opportunity Zone Businesses with consulting and compliance matters, and contributing to the success of the office through training and diverse client engagements.
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.