Tax Manager / Senior Manager - Estate/Gift/Trust Group
Holthouse Carlin & Van Trigt LLP - Westlake Village, CA
posted 3 days ago
About the position
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 all while investing in and supporting our people to provide a rewarding employee experience. 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 various industries including Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing. 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. 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. At HCVT, we embrace a hybrid work model that offers a balance between in-office collaboration and remote convenience. Our teams work a minimum of two days a week in the office, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections. These trainings and events may take place outside of your home office location.
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
Requirements
- 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
Nice-to-haves
- Master's Degree, J.D. or LLM is a plus
Benefits
- 401k
- 401k_matching
- dental_insurance
- health_insurance
- life_insurance
- vision_insurance
- tuition_reimbursement
- professional_development
- flexible_scheduling
- paid_holidays
- unlimited_pto
- employee_discount_programs
- mental_health_days
- gym_membership
- wellness_programs
