Holthouse Carlin & Van Trigt LLP
Tax Manager / Senior Manager - High Net Worth Individuals
Holthouse Carlin & Van Trigt LLP, Westlake Village, California, United States, 91361
Tax Manager / Senior Manager - High Net Worth Individuals
HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation 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 , and a
Passion for Excellence
. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms.As part of the HCVT team, you will work in a fast-paced environment. 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 right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting. Join HCVT and Move Forward - Your Way!As a Manager in our Tax service line, you will be responsible for the following:
Provides top-level review of federal and multi-state income tax returns for individuals, and trusts & estates and also reviews related income tax workpapersLeads teams of seniors and staff accountantsOversees planning and scheduling of engagementsEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops business with both existing and new clientsDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningTo be successful, these are the skills and experience you will need:
Undergraduate degree in accounting; Master's in Tax a plusCPA certificate or JD5-8 years of tax experience requiredSolid background in high net worth individuals, trusts & estatesStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgement
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HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and valuation 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 , and a
Passion for Excellence
. Our focus and commitment are on the needs of our clients and our team. Clarifying and resolving complex issues is what we do. How we do it is what sets us apart from other CPA firms.As part of the HCVT team, you will work in a fast-paced environment. 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 right tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the world of public accounting. Join HCVT and Move Forward - Your Way!As a Manager in our Tax service line, you will be responsible for the following:
Provides top-level review of federal and multi-state income tax returns for individuals, and trusts & estates and also reviews related income tax workpapersLeads teams of seniors and staff accountantsOversees planning and scheduling of engagementsEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops business with both existing and new clientsDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningTo be successful, these are the skills and experience you will need:
Undergraduate degree in accounting; Master's in Tax a plusCPA certificate or JD5-8 years of tax experience requiredSolid background in high net worth individuals, trusts & estatesStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgement
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