The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT's Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans. Our people become very well versed in the Estate/Gift/Trust specialty from their exposure to both the consulting and compliance for these High Net Worth individuals.
As a Manager in our Tax service line, you will be responsible for the following:- Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
- Work closely with clients and their other advisors to advise on income tax issues and related tax planning
- Develop and maintain strong client relationships with client personnel and prospective clients
- Ability to identify and propose resolutions to complex income tax issues.
- Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
- Excellent research skills and ability to research complex tax issues
- Ensure quality of work product
- Oversee planning and scheduling of engagements
- Monitor work-flow
- Coach/mentor individual team members
- Provide formal and informal feedback
To be successful, these are the skills and experience you will need:- Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
- 5+ years of relevant work experience
- Licensed CPA
- Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
- Strong Microsoft Office skills and ability to utilize firm technology to enhance client service
- Has proven experience in leading and supervising a team of seniors and staff accountants
- Ability to learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
- Demonstrated advanced project management skills
- Strong technical aptitude and communication skills
- Ability to work independently, prioritize responsibilities, and take initiative on projects
- Has high attention to detail
- Has a positive attitude and a team player mentality with a can-do spirit
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.- Visit the Benefits section to learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $185,000.
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