HCVT · 15 hours ago
Tax Manager / Senior Manager / Principal - Trust, Estate, Gift Tax
Monrovia, CA
Full-time
Hybrid
Senior Level, Lead/Staff
$140K/yr - $185K/yr
5+ years expHCVT is a firm that provides Tax, Audit, Advisory, and Business Management services to a diverse range of clients. They are seeking a Manager in their Trust, Estate, Gift tax group to provide tax compliance and advisory services to high net worth individuals and family offices, while also developing strong client relationships and overseeing team engagements.
AccountingConsultingFinanceFinancial ServicesInformation Technology
Responsibilities
Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
Work closely with clients and their other advisors to advise on income tax issues and related tax planning
Develop and maintain strong client relationships with client personnel and prospective clients
Ability to identify and propose resolutions to complex income tax issues
Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
Excellent research skills and ability to research complex tax issues
Ensure quality of work product
Oversee planning and scheduling of engagements
Monitor work-flow
Coach/mentor individual team members
Provide formal and informal feedback
Qualification
Required
Trust, estate, gift tax specialty is required
Has proven experience in leading and supervising a team
Demonstrated advanced project management skills
Strong technical aptitude and communication skills both written and verbal
Ability to work independently
Ability to multi-task, prioritize responsibilities, and take initiative on projects
Has high attention to detail
Has a positive attitude and a team player mentality with a can-do spirit
Microsoft Office skills must all be strong
Ability to utilize firm technology to enhance client service
Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
5+ years of experience depending on relevant work experience
Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
Licensed CPA and or a licensed attorney
Preferred
Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
Excellent research skills and ability to research complex tax issues
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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