Tax Principal

HCVT; San Francisco (CA); Hybrid; USD 100,000 - 150,000; Full time

Job summary

A professional services firm in California is seeking a seasoned tax professional with over 10 years of experience to lead tax return reviews and advise clients on tax planning. The candidate must hold a CPA or JD, have expertise in dealing with partnerships and LLCs, and demonstrate strong leadership skills. This role offers a hybrid work model allowing flexibility between remote and office work based on business needs. Candidates should be detail-oriented and proficient in tax preparation software.

Qualifications

• 10+ years of recent technical tax experience.
• Proficient in the taxation of partnerships and LLCs.
• Licensed CPA or JD required.

Responsibilities

• Provide top-level review of tax returns.
• Lead teams of staff and managers.
• Advise clients on income tax issues.

Skills

Technical tax experience

Taxation of partnerships and LLCs

Leadership and supervisory skills

Written and verbal communication

Analytical abilities

Proficiency in tax preparation software

Detail-oriented

Education

Licensed CPA or JD

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 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.

Your Role And Responsibilities

• Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers
• Perform technical research and write correspondences
• Lead and trains teams of staff, seniors and managers
• Oversee planning and scheduling of engagements
• Create engagement budgets and in charge of billings
• Ensure quality of work product
• Monitor work-flow
• Coordinate constant flow of internal and external communication
• Maintain and develop business with existing and prospective clients
• Work closely with clients to advise on income tax issues and related tax planning

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

• 10+ years of recent technical tax experience
• Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities; private equity tax expertise preferred
• Licensed CPA or JD
• Capable of running mid-size to large client engagements
• 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

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