HCVT

Tax Principal

HCVT$195K — $230K *
Legal & Accounting
8 - 10 years of experience
Job Overview by Ladders

Qualifications

  • 10+ years of technical tax experience
  • Proficient in taxation of partnerships and flow-through entities
  • Licensed CPA or JD
  • Experience managing mid to large client engagements
  • Strong organizational and management skills
  • Excellent written and oral communication abilities
  • Ability to simplify complex tax issues for clients
  • Team player committed to development of team members
  • Strong analytical skills and judgment

Responsibilities

  • Review federal and multi-state income tax returns for various entities
  • Conduct technical research and prepare correspondence
  • Lead, train, and mentor staff, seniors, and managers
  • Plan and schedule engagements effectively
  • Create budgets and manage billing processes
  • Ensure high-quality work output
  • Monitor workflows and maintain communication with clients

Benefits

  • Comprehensive benefits package
  • Opportunities for ongoing training and professional growth
  • Support for hybrid work model
  • Engagement in intellectually stimulating client work
  • Focus on diversity, equity, and inclusion initiatives
Full Job Description
Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other-Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on-the kind of work that helps you develop and refine your skills to advance in the profession.

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.

Apply today and find out why so many come for the challenge-and stay for the experience. We look forward to meeting you!

HCVT is built on partnership, expertise, and a commitment to excellence. As a Tax Principal in our Tax practice, you'll have the opportunity to lead meaningful client relationships, influence firm strategy, and shape the next generation of tax professionals. Bring your technical expertise, leadership experience, and entrepreneurial mindset - and be part of a firm that values people as much as performance.

As a Tax Principal, you will be responsible for, but not limited to, the following:
    • Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers
    • Perform technical research and write correspondences
    • Lead and trains teams of staff, seniors and managers
    • Oversee planning and scheduling of engagements
    • Create engagement budgets and in charge of billings
    • Ensure quality of work product
    • Monitor work-flow
    • Coordinate constant flow of internal and external communication
    • Maintain and develop business with existing and prospective clients
    • Work 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:
    • 10+ years of technical tax experience
    • Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities
    • Licensed CPA or JD
    • Capable of running multiple mid-size to large client engagements
    • Strong organizational and management skills
    • Excellent written, oral communication and documentation skills
    • Ability to articulate complex tax matters in "business" language
    • Strong team player with emphasis on the continued growth and development of team members
    • Excellent analytical skills and judgment


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 $195,000 to $230,000.

Connect with us:

LinkedIn, Instagram, Facebook, HCVT Website

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#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

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

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