As a Senior Manager or Principal in our Tax service line, you will be responsible for the following:
- Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
- Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
- Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
- Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness
- Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
- Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
- Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
- Represent clients in federal and state tax audits, preparing necessary correspondence and documentation
- Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
- Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
- Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives
To be successful, these are the skills, qualities and experience you will need:
- Undergraduate degree in Accounting required; Master's in Taxation is a plus
- CPA certification is required
- 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
- Demonstrated leadership and supervisory skills with experience managing teams and workflows
- Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
- Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
- Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards
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
Skills Required
- Undergraduate degree in Accounting
- CPA certification
- 8+ years of progressive tax experience in public accounting
- Experience managing teams and workflows
- Exceptional written and verbal communication skills
- Proficiency in tax preparation software (e.g., GoSystem)
What We Do
We are a Top 30 CPA firm headquartered in Los Angeles, providing tax, audit and assurance, business management, mergers & acquisition, and valuation advisory services to clients across a wide variety of industries. Our engagement teams are business-focused, and our business model is built on partner access and advice. We have been recognized by Inside Public Accounting as one of the “Best of the Best” firms for a record 17 consecutive years, validating we do the right things for our people, our clients, and our communities. With a team of over 700 members operating from nine offices throughout California, and offices in Arizona, Texas, and Utah, we have the scale and bench strength to meet your needs—whether a business, nonprofit organization or a high net worth individual. We are known in the marketplace as a firm with deep technical skills addressing the most complex tax issues associated with partnerships and pass-through entities. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms. To learn more about HCVT, visit us at www.hcvt.com. If you’d like to be a part of our team, connect with us at [email protected] or visit https://jobs.lever.co/hcvt.
