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Tax Manager / Senior Manager - High Net Worth Individuals
Tax Manager / Senior Manager - High Net Worth IndividualsHolthouse Carlin & Van Trigt LLP • Fort Worth, TX, United States
Tax Manager / Senior Manager - High Net Worth Individuals

Tax Manager / Senior Manager - High Net Worth Individuals

Holthouse Carlin & Van Trigt LLP • Fort Worth, TX, United States
10 days ago
Job type
  • Full-time
Job description

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

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 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.

Responsibilities

  • Develop and maintain strong client relationships with client personnel and prospective clients
  • Provide tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
  • Lead teams of senior and staff accountants
  • Oversee planning and scheduling of engagements
  • Research complex tax issues
  • Ensure quality of work product
  • Monitor and manage engagement work-flow and billing
  • Coach / mentor individual team members
  • Provide formal and informal feedback
  • Communicate to partners and work on strategic planning associated with the engagement

Qualifications

  • Undergraduate degree in accounting; Master's in Tax a plus
  • CPA license
  • Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
  • Strong organizational and management skills
  • Excellent written, oral communication and documentation skills
  • Ability to articulate complex tax matters in "business" language
  • Ability to integrate and team with others
  • Ability to work effectively in a demanding, fast-paced and complex environment
  • Strong team player with emphasis on the continued growth and development of team members
  • Excellent analytical skills and judgement
  • 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
  • Connect with us :

    , 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.

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    Tax Senior Manager • Fort Worth, TX, United States

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