Tax Manager / Senior Manager - Estate, Gift, Trust

Overview

Be among the first applicants. Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Our firm provides Tax, Audit, Advisory, and Business Management services to clients that include private and public companies, high-net-worth individuals, and family offices. We serve 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 on the needs of our clients and our team. Opportunities abound at HCVT. Since 1991 we’ve grown and continue to expand our client service offerings, investing in training and providing diverse, intellectually stimulating client engagements to help 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 subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

Position

The Estate/Gift/Trust tax group is seeking a Manager or Senior 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. We often work 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. Our people become well versed in the Estate/Gift/Trust specialty from exposure to both consulting and compliance for high net worth individuals.

Responsibilities

• 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 complex tax 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

Qualifications

• 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 be receptive to feedback
• 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
• 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
• 5+ years of experience depending on relevant work experience
• Bachelor's degree in accounting or related major; Master's degree, JD 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 section to learn more.

Salary

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 $180,000.

Connect With Us

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Seniority level

• Mid-Senior level

Employment type

• Full-time

Job function

• Accounting/Auditing and Finance

Industries

• Accounting

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