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 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, Technology, Healthcare, Nonprofits, and Affordable Housing.

We Live Our Core Values

Our values guide us in our interactions with clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are committed to meeting the needs of our clients and our team.

Discover How Far You Can Go

Opportunities are abundant at HCVT. Since our founding in 1991, we have experienced steady growth and continue to expand our client services, creating new career opportunities. We invest significantly in training and offer diverse, intellectually stimulating client engagements that help you develop and refine your skills for career advancement.

Hybrid Work

Our hybrid work model offers a balance between in-office collaboration and remote work. Our teams work at least two days a week in the office, with in-person training, meetings, and team-building activities to foster growth and team connections. These events may occur outside your home office location.

Apply today to discover why many come for the challenge—and stay for the experience. We look forward to meeting you!

The Estate / Gift / Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth individuals and family offices, capable of managing multiple client relationships and advising on income, trust, estate, and gift tax matters. Our team often works with clients and their attorneys to advise on estate planning, including charitable and non-charitable gifting, trusts, and tax strategies. We also prepare relevant tax returns related to these plans. Our team members gain extensive experience in estate, gift, and trust taxation through both consulting and compliance work.

As a Manager in our Tax service line, your responsibilities include :

• Providing tax compliance and advisory services to High Net Worth Individuals, their closely related businesses, trusts, and exempt organizations
• Collaborating with clients and their advisors on income tax issues and planning
• Developing and maintaining strong client relationships
• Identifying and proposing solutions to complex income tax issues
• Possessing experience in individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is a plus
• Conducting thorough research on complex tax issues
• Ensuring the quality of work products
• Overseeing planning and scheduling of engagements
• Monitoring workflow
• Coaching and mentoring team members
• Providing feedback

Required skills and experience :

You Matter - HCVT offers various benefits to support a healthy work environment. Learn more in our Benefits section.

This salary range is specific to the listed states and considers factors such as skills, education, experience, licensure, and organizational needs. The estimated range is $140,000 to $180,000.

Connect with us :

LinkedIn, Instagram, Facebook, HCVT Website

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This job posting considers Fair Chance Initiative requirements in its language.

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