Tax Senior - U.S. Withholding / FATCA / CRS Specialist

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

At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum two days a week in the office, unless noted otherwise in the job description, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.

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

Join the HCVT FT. Worth Team!

As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industry. Our culture is all about collaboration, teamwork, giving back to our communities, partner access and accountability. We maintain a strong focus on providing exceptional client service, resulting in long lasting client relationships in which our teams are viewed as integral pieces of our clients’ businesses.

Key responsibilities:

• This position supports the day-to-day accounting and tax compliance of client fund partnership vehicles. Client businesses are generally focused on private equity, infrastructure, private debt, and real estate investments.
• This position will focus on aspects of client engagements at the senior level dealing primarily with U.S. income tax withholding (ECI, FDAP, ETC.) and FATCA/CRS reporting. 
• Other responsibilities will include, but not limited to: Assisting with IRS W form preparation and/or review, and working with client personnel and your engagement manager(s) to respond to investor tax inquiries or ad-hoc requests appropriately.
• Prospective candidates will be expected to: Meet all compliance work schedule/deadlines, communicate effectively with your management/partner team, and ensure quality of work product.

The experience, skills, and credentials we are seeking:

• Bachelor’s degree, J.D., LL.M in taxation, and/or master’s in taxation from an accredited college/university
• CPA or licensed attorney strongly preferred
• A minimum of 3 years of relevant experience; partnership tax and/or private equity experience strongly preferred
• Ability to identify and propose resolutions to income tax issues as they arise
• Excellent in multi-tasking and managing priorities against key deadlines; able to thrive in a fast-paced environment
• Ability to utilize firm technology to enhance client service
• Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors and work effectively in a dynamic work environment

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 $95,000 to $130,000. 

Connect with us: 

LinkedIn, Instagram, Facebook, HCVT Website

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