Tax Manager / Senior Manager - Estate/Gift/Trust Group
Westlake Village, CA
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!
The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT’s Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans. Our people become very well versed in the Estate/Gift/Trust specialty from their exposure to both the consulting and compliance for these High Net Worth individuals.
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.)
As a Manager in our Tax service line, you will be responsible for the following:
- 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
To be successful, these are the skills and experience you will need:
- Has proven experience in leading and supervising a team of seniors and staff accountants
- Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
- Demonstrated advanced project management skills.
- Communicate progress to partners
- Strong technical aptitude and communication skills
- 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
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.
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