Tax Manager / Senior Manager

Remote; San Francisco (CA); Hybride; USD 150 000 - 190 000; Plein temps

Résumé du poste

HCVT in San Francisco is seeking a Manager in our Tax service line to oversee federal and multi-state returns for individuals, partnerships, corporations, and trusts. You will mentor seniors and staff, supervise engagements, and ensure high-quality work.

Applicants should hold a CPA, have at least five years of experience, and be skilled in tax planning, research, and client communication. A strong team player who embraces our values will thrive in our hybrid work environment.

Qualifications

• Undergraduate degree; Master’s degree a plus.
• CPA certificate required.
• A minimum of 5 years of relevant tax experience.
• Proficient in the taxation of partnerships, LLCs and other flow-through entities and high net-worth individuals.
• Strong organizational, management, and documentation skills.

Responsabilités

• Provide top-level review of federal and multi-state income tax returns for individuals, flow-through entities, corporations, and trusts.
• Advise clients on income tax issues and related tax planning.
• Oversee planning and scheduling of engagements and workflow supervision.
• Research complex tax issues and provide solutions.
• Lead and train teams of seniors and staff accountants throughout the engagement.
• Ensure quality of work product.
• Communicate progress to partners and act as liaison between partners and staff.
• Coach and mentor individual team members and participate in performance evaluations.
• Management responsibilities also include firm administrative functions and client billings.

Connaissances

Organizational skills

Management skills

Written communication

Oral communication

Project management

Tax research

Team leadership

Microsoft Office

GoSystem

Formation

Bachelor's degree

Master’s degree

CPA certificate

Outils

GoSystem

Description du poste

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.

As a Manager in our Tax service line, 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, flow through entities, corporations, and trusts; also reviews related income tax workpapers

• Work closely with clients to advise on income tax issues and related tax planning

• Oversee planning and scheduling of engagements and work flow supervision

• Research complex technical tax issues and provides solutions

• Lead and train teams of seniors and staff accountants throughout the engagement

• Ensure quality of work product

• Communicate progress to partners and is the liaison between partners and staff

• Coach and mentor individual team members and involved in performance evaluations

• Management responsibilities also include firm administrative functions and initiatives such as client billings

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

• Undergraduate degree; Master’s degree a plus

• CPA certificate

• A minimum of 5 years of relevant experience

• Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities and high net-worth individuals

• Strong organizational and management skills

• Excellent written, oral communication and documentation skills

• Ability to identify and propose resolutions to complex income tax issues

• Demonstrated advanced project management skills

• Ability to utilize firm technology to enhance client service

• Excellent research & analytical skills

• Excellent written and verbal communication skills

• Strong team player with emphasis on the continued growth and development of team members

• Proficiency in Microsoft Office computer programs; Working knowledge of GoSystem a plus

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