Tax Manager / Senior Manager - Estate / Gift / Trust Group

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 all 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, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries : 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

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 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 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.

Hybrid Work

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
• 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

To be successful, these are the skills and experience you will need :

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; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $180,000.

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