Tax Manager / Senior Manager - Estate, Gift, Trust

Come for the Challenge. Stay for the Experience.

At Holthouse, 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 Holthouse. 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.

What We Do and Who We Serve

Holthouse is a tax, audit, advisory, and business management firm and one of the largest accounting firms in the country. Ranked in the top 30 nationally and the largest based in Los Angeles, Holthouse brings the scale and depth of a national firm together with a high-touch, shareholder-led client experience.

Since 1991, we have served high-net-worth individuals and families, middle-market companies, private equity firms and their portfolio companies across complex financial, tax and business matters. Our teams combine deep technical expertise, specialized knowledge and sharp judgment with direct access, responsiveness and collaboration - giving clients the right expertise and a clear path forward when it matters most.

The firm’s national and global reach is extended by its affiliation with Moore North America, Inc. (MNA) and Moore Global Network Limited, an independent and global accountancy and business advisory network of CPA and financial services firms located throughout the United States and around the globe. Visit hcvt.com to learn more.

We Live Our Core Values

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.

Discover How Far You Can Go.

Opportunities abound at Holthouse. 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 work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

Holthouse currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

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
• 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 complextax 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 sectionto 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 $185,000.

Connect with us:

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“Holthouse” is the brand name under which HCVT CPAs LLP and Holthouse LLC and its subsidiaries provide professional services. HCVT CPAs LLP and Holthouse LLC and its subsidiaries practice as an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable law, regulations, and professional standards. HCVT CPAs LLP is a licensed independent CPA firm that provides attest services to its clients, and Holthouse LLC and its subsidiaries provide tax, advisory, and business consulting services to their clients. Holthouse LLC and its subsidiaries are not licensed CPA firms.

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