This job is closed
We regret to inform you that the job you were interested in has been closed. Although this specific position is no longer available, we encourage you to continue exploring other opportunities on our job board.
Tax Manager / Senior Manager - High Net Worth Individuals
Holthouse Carlin Van Trigt - Pasadena, CA
posted 2 months ago
About the position
As a Manager in the Tax service line at HCVT, you will provide tax compliance and advisory services primarily to High Net Worth Individuals and their related entities. This role involves leading teams, overseeing engagements, and ensuring the quality of work while developing strong client relationships. You will be part of a collaborative team that values integrity, excellence, and diversity, and you will have opportunities for professional growth and development.
Responsibilities
- Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations.
- Leads teams of seniors and staff accountants.
- Oversees planning and scheduling of engagements.
- Research complex tax issues.
- Ensures quality of work product.
- Monitors work-flow.
- Coaches/mentors individual team members.
- Provides formal and informal feedback.
- Communicates progress to partners.
- Develops and maintains strong client relationships with client personnel and prospective clients.
- Works closely with clients to advise on income tax issues and related tax planning.
Requirements
- Undergraduate degree in accounting; Master's in Tax a plus.
- CPA certificate.
- 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
- Competitive salary range of $130,000 to $175,000 based on various factors.
- Flexible working model with a minimum of two days in the office per week starting January 1, 2024.
- Opportunities for technical training and professional development.
- Collaborative and supportive work environment.
