Tax Manager / Senior Manager - U.S. Withholding / FATCA / CRS Specialist
Fort Worth, TX
Tax /
Full-time /
Hybrid
Focus. Clarity. Commitment.
HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.
At HCVT, we are different. We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues for businesses and individuals is what we do. How we do it is what sets us apart from other accounting firms.
As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow. Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability. We also believe that there is no one way to progress in your career. We are flexible and embrace diversity. We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting.
Join HCVT and be a part of a forward-moving organization!
Join the HCVT FT. Worth Team!
As part of the HCVT Fort Worth team, you will work in a fast-paced environment, with a tax practice that is focused on serving clientele in the Alternative Investment Management industry. Our culture is all about collaboration, teamwork, giving back to our communities, partner access and accountability. We maintain a strong focus on providing exceptional client service, resulting in long lasting client relationships in which our teams are viewed as integral pieces of our clients’ businesses.
HCVT operates under a hybrid working model. Effective Jan 1, 2024, employees are expected to work at their assigned office a minimum of two days per week. In the event that this is not geographically reasonable, you may work in the office closest to your home. Additionally, we expect employees to participate in required firm events/meeting (e.g., trainings, team bonding, client meetings, etc.)
Key Responsibilities:
- This position supports the day-to-day accounting and tax compliance of client fund partnership vehicles. Client businesses are generally focused on private equity, infrastructure, private debt, and real estate investments.
- This position will focus on aspects of client engagements dealing primarily with U.S. income tax withholding (ECI, FDAP, ETC.) and FATCA/CRS reporting.
- Other responsibilities will include, but not limited to: Assisting with IRS W form preparation and review, and working with client personnel to respond to investor tax inquiries or ad-hoc requests.
- Prospective candidates will be expected to: Coordinate with external tax advisors in the tax compliance process, oversee planning and scheduling of engagements and supervise workflow, communicate effectively with engagement partners, and ensure quality of work product.
The experience, skills, and credentials we are seeking:
- Bachelor’s degree, J.D., LL.M in taxation, and/or master’s in taxation from an accredited college/university
- CPA or licensed attorney strongly preferred
- A minimum of 5 years of relevant experience; partnership tax and/or private equity experience strongly preferred
- Ability to identify and propose resolutions to complex income tax issues
- Excellent in multi-tasking and managing priorities against key deadlines; able to thrive in a fast-paced environment
- Ability to utilize firm technology to enhance client service
- Strong communication skills both written and verbal; ability to communicate directly with client personnel, internal teams and external advisors and work effectively in a dynamic work environment
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.
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