HCVT

Tax Manager / Senior Manager - High Net Worth Individuals

HCVT$140K — $185K *
Legal & Accounting
5 - 7 years of experience
Job Overview by Ladders

Qualifications

  • Undergraduate degree in accounting; Master's in Tax a plus
  • CPA certificate
  • Minimum 5 years of tax experience with a focus on high net worth individuals
  • Strong organizational and management skills
  • Excellent written and verbal communication skills
  • Ability to simplify complex tax issues into business terms
  • Strong analytical skills and judgement

Responsibilities

  • Provide tax compliance and advisory services to High Net Worth Individuals and their related entities
  • Lead and manage teams of senior and junior accountants
  • Plan and schedule client engagements
  • Research complex tax issues and develop solutions
  • Ensure quality in deliverables and service performance
  • Monitor team workflow and engagement progress
  • Coach and mentor team members to enhance professional growth

Benefits

  • Hybrid work model offering flexibility between remote and in-office work
  • Focus on employee communication, collaboration, and responsiveness
  • Emphasis on sustaining a healthy and thriving work environment
  • Support for professional growth among team members
  • Comprehensive benefits package to support overall well-being
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.

As a Manager in our Tax service line, you will be responsible for the following:

  • 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


To be successful, these are the skills and experience you will need:

  • 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


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.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

#LI-CC1

#LI-Hybrid

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.
Learn more about HCVT
Size
700 employees
Industry
Founded
1991
5 Year Trend
+20%
Revenue
$150 million

Similar Jobs

More Jobs at HCVT

More Legal & Accounting Jobs

Find similar Tax Manager / Senior Manager - High Net Worth Individuals jobs: