Senior Manager / Principal - High Net Worth Individuals

Holthouse Carlin & Van Trigt LLP; Fort Worth (TX); Hybrid; USD 100,000 - 150,000; Full time

Benefits offered by this job

Variety of benefits and perks

Job summary

A leading accounting firm in Fort Worth is seeking a Senior Manager to oversee high-net-worth tax compliance and consulting services. The candidate should have extensive tax experience, a CPA certification, and the ability to lead a team effectively. Responsibilities include managing client relationships, overseeing complex tax returns, and providing strategic consulting. This role offers a hybrid work environment and significant growth opportunities.

Qualifications

• 8+ years of progressive tax experience in public accounting required.
• Demonstrated leadership with managing teams and workflows.
• Exceptional written and verbal communication skills required.

Responsibilities

• Serve as a primary contact for high-net-worth individuals.
• Oversee and review complex federal and multi-state tax returns.
• Lead, mentor, and develop a team of tax professionals.

Skills

Tax compliance

Client relationship management

Tax research

Team leadership

Analytical skills

Communication skills

Education

Undergraduate degree in Accounting

Master’s in Taxation

CPA certification

Tools

GoSystem

Job description

Overview

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.

This role is ideal for senior manager and principal level candidates in tax ready to play a key role in high-net-worth (HNW) tax compliance and consulting services in our Fort Worth office.

Responsibilities

• Client Service Excellence: 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
• Client Service Excellence: Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
• Client Service Excellence: Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
• Client Service Excellence: Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness

• Tax Expertise & Compliance: 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)
• Tax Expertise & Compliance: 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
• Tax Expertise & Compliance: Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
• Tax Expertise & Compliance: Represent clients in federal and state tax audits, preparing necessary correspondence and documentation

• Team Leadership & Development: Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
• Team Leadership & Development: Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
• Team Leadership & Development: 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

Connect with us: LinkedIn, Instagram, Facebook, HCVT Website

#LI-NC1

#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.