Tax Manager / Senior Manager - High Net Worth Individuals jobs in United States
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HCVT · 1 week ago

Tax Manager / Senior Manager - High Net Worth Individuals

positionWestlake Village, CA
timeFull-time
remoteHybrid
senioritySenior Level
money$140K/yr - $185K/yr
date5+ years exp

HCVT is a firm that offers Tax, Audit, Advisory, and Business Management services, specializing in high-net-worth individuals and various industries. The role involves providing tax compliance and advisory services, leading teams, and developing strong client relationships.

AccountingConsultingFinanceFinancial ServicesInformation Technology

Responsibilities

Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
Leads teams of seniors and staff accountants
Oversees planning and scheduling of engagements
Research complex tax issues
Ensures quality of work product
Monitors work-flow
Coaches/mentors individual team members
Provides formal and informal feedback
Communicates progress to partners
Develops and maintains strong client relationships with client personnel and prospective clients
Works closely with clients to advise on income tax issues and related tax planning

Qualification

CPA certificateTax complianceHigh net worth taxationAnalytical skillsOrganizational skillsCoaching skillsCommunication skillsTeam player

Required

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

Benefits

HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

Company

HCVT

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HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.
dateFounded in 1991
location
Los Angeles, California, USA
people-size501-1000 employees
web-link
http://www.hcvt.com

Funding

Current Stage
Late Stage

Leadership Team

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James Carlin
Partner
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Philip Holthouse
Partner
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Company data provided by crunchbase