Tax Manager / Senior Manager - Estate, Gift, Trust (Los Angeles)

Overview

Come for the Challenge. Stay for the Experience. 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 while investing in and supporting our people to provide a rewarding employee experience.

What We Do And Who We Serve: We offer Tax, Audit, Advisory, and Business Management services to our clients, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across industries such as Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values: 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 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 work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work

HCVT 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 in the office. This arrangement is not guaranteed and is subject to change at any time. We strive to provide reasonable notice of any changes to 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. Our Estate/Gift/Trust tax group often works with clients and their attorneys to advise and structure estate plans, including 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.

Responsibilities

• Provide 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
• Identify and propose resolutions to complex income tax issues
• Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience is a plus
• Excellent research skills and ability to research complex tax issues
• Ensure quality of work product
• Oversee planning and scheduling of engagements
• Monitor workflow
• Coach/mentor individual team members
• Provide formal and informal feedback

Required Skills and Experience

• Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
• 5+ years of relevant work experience
• Licensed CPA
• Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent
• Strong Microsoft Office skills and ability to utilize firm technology to enhance client service
• Experience leading and supervising a team of seniors and staff accountants
• Ability to learn, teach, and supervise in a fast-paced environment; receptive to feedback and coaching
• Demonstrated advanced project management skills
• Strong technical aptitude and communication skills
• Ability to work independently, prioritize responsibilities, and take initiative on projects
• High attention to detail
• Positive attitude and a team player mentality

You Matter

HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Visit the Benefits section to learn more.

Compensation

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 skill set, education, experience, training, licensure, and certifications. A reasonable estimate of the range for this position is $140,000 to $185,000.

Connect With Us

LinkedIn, Instagram, Facebook, HCVT Website

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.