HCVT · 3 weeks ago
Tax Manager / Senior Manager - High Net Worth Individuals
Fort Worth, TX
Full-time
Hybrid
Senior Level
5+ years expHCVT is a company that provides Tax, Audit, Advisory, and Business Management services to various clients, including high-net-worth individuals. The Tax Manager will be responsible for developing client relationships, providing tax compliance and advisory services, leading teams, overseeing engagements, and ensuring quality work products.
AccountingConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
Develop and maintain strong client relationships with client personnel and prospective clients
Provide tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
Lead teams of senior and staff accountants
Oversee planning and scheduling of engagements
Research complex tax issues
Ensure quality of work product
Monitor and manage engagement work-flow and billing
Coach/mentor individual team members
Provide formal and informal feedback
Communicate to partners and work on strategic planning associated with the engagement
Qualification
Required
Undergraduate degree in accounting; Master's in Tax a plus
CPA License
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
Benefits
HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.
Company
HCVT
HCVT is Southern California’s leading public accounting firm, the largest headquartered in Los Angeles, and the third-largest in the Western U.S.
501-1000 employees
Funding
Current Stage
Late StageLeadership Team
James Carlin
Partner
Philip Holthouse
Partner
Recent News
San Diego Union-Tribune
2025-02-03
INSIDE Public Accounting
2023-12-23
2023-12-23
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