Full Job Description
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:
34;Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
34;Work closely with clients and their other advisors to advise on income tax issues and related tax planning
34;Develop and maintain strong client relationships with client personnel and prospective clients
34;Ability to identify and propose resolutions to complex income tax issues.
34;Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
34;Excellent research skills and ability to research complex tax issues
34;Ensure quality of work product
34;Oversee planning and scheduling of engagements
34;Monitor work-flow
34;Coach/mentor individual team members
34;Provide formal and informal feedback
To be successful, these are the skills and experience you will need:
34;Has proven experience in leading and supervising a team of seniors and staff accountants
34;Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
34;Demonstrated advanced project management skills.
34;Communicate progress to partners
34;Strong technical aptitude and communication skills
34;Ability to work independently
34;Ability to multi-task, prioritize responsibilities, and take initiative on projects
34;Has high attention to detail
34;Has a positive attitude and a team player mentality with a can-do spirit
34;Microsoft Office skills must all be strong
34;Ability to utilize firm technology to enhance client service
34;Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
34;5+ years of experience depending on relevant work experience.
34;Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
34;Licensed CPA
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
34;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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