Experience with partnerships and high net worth individuals preferred
Bachelor's degree; Master's in Taxation is a plus
Licensed CPA or Enrolled Agent required
Strong technical and communication skills
High emotional intelligence for operational issue resolution
Proven project management skills
Ability to learn, teach, and supervise in a fast-paced environment
High attention to detail and positive team player attitude
Proficiency in Thomson Reuters, GoSystem, ProSystems, or equivalent
Responsibilities
Review federal and multi-state income tax returns and related work papers
Stay updated on tax trends and apply them to client situations
Advise clients on income tax issues and planning
Develop and maintain strong client relationships
Meet engagement timelines and budget guidelines
Oversee planning and scheduling of client engagements
Provide timely job status updates to management and clients
Supervise engagement teams to ensure quality work
Research complex tax issues
Coach and provide feedback to team members
Train junior staff to enhance their technical skills
Participate in recruiting and training initiatives
Benefits
Hybrid work model with flexibility based on business needs
Opportunities for professional growth and upward mobility
Access to a friendly and collaborative office culture
Direct access to partners and subject-matter experts
Engagement with a diverse and sophisticated client group
Full Job Description
Hybrid Work
HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.
Join the Phoenix Tax Team!
The Phoenix office has an exciting and friendly culture that will also allow you to serve a complex and sophisticated client group. You will have opportunities to work in different industries with direct access to partners and other subject-matter experts. The Phoenix office is fast-growing and offers significant opportunities for upward trajectory.
As a Manager in our Tax service line, you will be responsible for, but not limited to, the following:
Provide high-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
Build technical competence by keeping up to date on trends, developments and technical authorities, and applies them to client situations
Work closely with clients to advise on income tax issues and tax planning
Develop and maintain strong client relationship
Responsible for meeting engagement timelines and budget guidelines
Oversee planning and scheduling of client engagements
Provide job status updates to upper management and/or partners and client personnel in a timely manner
Supervise engagement teams and ensure a high quality work product is delivered to the client
Research technical and complex tax issues
Manage, coach, and provide ongoing feedback to Seniors and Staff
Train and teach junior team members to develop their technical skills
Participate in recruiting events, facilitate training, or get involved in firm initiatives as needed
To be successful, these are the skills and experience you will need:
5+ years of experience depending on relevant work experience
Experience with partnerships and/or high net worth individuals preferred
Bachelor's degree; Master's Degree in Taxation a plus
A licensed CPA or Enrolled Agent
Strong technical aptitude and communication skills, both verbal and written
High emotional intelligence with the ability to influence and resolve operational issues
Has proven project management skills
Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
Ability to multi-task, prioritize responsibilities, and take initiative on projects
Has a high level of attention to detail
Has a positive attitude and is a team player mentality with a can-do spirit
Proficiency in Thomson Reuters, GoSystem, ProSystems or equivalent is required
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
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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About HCVT
HCVT is a CPA firm that provides tax, audit, accounting, and business advisory services to privately held businesses and high net worth individuals. The firm was founded in 1991 and has grown to become one of the largest CPA firms in Southern California. HCVT has a team of over 700 professionals and serves clients in a variety of industries, including real estate, healthcare, technology, and entertainment. The firm is committed to providing exceptional client service and has a reputation for delivering innovative solutions to complex business challenges.
