What are the responsibilities and job description for the Tax Manager – Opportunity Zone Specialization position at HCVT?
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 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.
Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you!
As a Tax Manager with HCVT you will have the opportunity to provide valuable consulting and compliance services to entrepreneurial individuals and their businesses. You will receive excellent training, and you will have the opportunity to meaningfully contribute to the success of the office.
The HCVT Opportunity Zone practice includes consulting and compliance assistance to over 200 Qualified Opportunity Zone Funds and Qualified Opportunity Zone Businesses. Learn more about the practice here: https://www.hcvt.com/services-federal-qualified-opportunity-zone
Join HCVT and be a part of a forward-moving organization!
\n- Assist clients with large capital gains in structuring their Opportunity Zone Funds and Opportunity Zone Businesses for maximum deferral and operating efficiency
- Build technical competence by keeping up to date on trends, developments and technical authorities, and applies them to client situations
- Develop and maintain strong client relationship with key stakeholders and prospective clients
- Monitor federal and state legislation
- Assist with OZ-related articles and technical presentations
- Work closely with clients to advise on income tax issues and tax planning
- Provide high-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, and as it pertains to the federal Opportunity Zone program
- Responsible for meeting engagement timelines and budget guidelines
- Provide job status updates to partners and client personnel in a timely manner
- Oversee planning and scheduling of client engagements
- Supervise expectations of engagement teams, project manager and maintain due dates
- Research technical and complex tax issues
- Manage, coach, and provide ongoing feedback to Seniors and Staff
- Effectively utilize and train others on firm tax preparation software
- Develop strong relationships with firm professionals and clients
- Attend networking events and participate in staff and senior level trainings, recruiting events and firm activities
- Ensure high quality of work product
- 5 years of experience depending on relevant work experience
- Bachelor’s degree; Master’s Degree in Taxation a plus
- A licensed CPA or Enrolled Agent
- Proficient knowledge Subchapter K and handling complex partnership returns
- Some exposure to the federal Opportunity Zone program is a plus
- Demonstrated management, analytical, problem solving, and communication skills
- High emotional intelligence with the ability to influence and resolve operational issues
- Can learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
- Ability to identify and propose resolutions to complex tax issues
- Has a high level of attention to detail
- Has a positive attitude and a team player mentality with a can-do spirit
- Advanced Microsoft Office skills
- Proficiency in Thomas Reuters, GoSystem, ProSystems or equivalent is preferred
- Visit the Benefits section to learn more
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
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