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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. Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
Building Success Together; and Diversity, Equity, & Inclusion. 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, unless noted otherwise in the job description, 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.
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.
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
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
Has proven experience in leading and supervising a team of seniors and staff accountants
~ Demonstrated advanced project management skills.
~ Ability to multi-task, prioritize responsibilities, and take initiative on projects
~ Microsoft Office skills must all be strong
~ 5+ years of experience depending on relevant work experience.
~ Bachelor's degree in accounting or related major; You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving 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;