Tax Manager / Senior Manager - High Net Worth Individuals

Holthouse; Westlake Village (CA); Hybrid; USD 140,000 - 180,000; Full time

Job summary

Join HCVT as a Tax Manager for High Net Worth Individuals, where you will provide tax compliance and advisory services while leading a dynamic team. This position offers a hybrid work model and opportunities for professional growth. If you have a passion for excellence and the expertise in managing high net worth taxation, apply today to be part of our dedicated team and enjoy a rewarding career.

Qualifications

• Minimum 5 years of tax experience with strong technical background in high net worth individual taxation.
• Ability to articulate complex tax matters in business language.
• Experience leading teams and client relationship management.

Responsibilities

• Provides tax compliance and advisory services to high net worth individuals and related entities.
• Leads teams and oversees engagement planning and quality of work.
• Researches complex tax issues and ensures client satisfaction.

Skills

Organizational skills

Management skills

Communication skills

Analytical skills

Education

Undergraduate degree in accounting

Master's in Tax

CPA certificate

Job description

Tax Manager / Senior Manager - High Net Worth Individuals

Tax Manager / Senior Manager - High Net Worth Individuals

2 weeks ago Be among the first 25 applicants

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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!

As a Manager in our Tax service line, you will be responsible for the following:

• Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
• Leads teams of seniors and staff accountants
• Oversees planning and scheduling of engagements
• Research complex tax issues
• Ensures quality of work product
• Monitors work-flow
• Coaches/mentors individual team members
• Provides formal and informal feedback
• Communicates progress to partners
• Develops and maintains strong client relationships with client personnel and prospective clients
• Works 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:

• Undergraduate degree in accounting; Master's in Tax a plus
• CPA certificate
• Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
• Strong organizational and management skills
• Excellent written, oral communication and documentation skills
• Ability to articulate complex tax matters in "business" language
• Ability to integrate and team with others
• Ability to work effectively in a demanding, fast-paced and complex environment
• Strong team player with emphasis on the continued growth and development of team members
• Excellent analytical skills and judgement
  
  

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 $140,000 to $180,000.

Connect With Us

LinkedIn, Instagram, Facebook, HCVT Website

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.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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