What are the responsibilities and job description for the Tax Senior Manager position at Holthouse Carlin & Van Trigt LLP?
About Us
Holthouse Carlin & Van Trigt LLP is a leading professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies. We specialize in working with high net worth individuals and family offices across various industry niches.
Our team is driven by our core values: Integrity, Teamwork, Excellence, and Diversity. These principles guide our approach to collaboration, community involvement, and continuous learning. As part of our team, you will have the opportunity to challenge yourself and be supported by colleagues who share your passion for growth and development.
We strive to create an inclusive work environment where everyone feels valued and empowered to thrive. Our flexible culture allows us to adapt to changing circumstances while maintaining a strong focus on technical training and skill development. This enables our team members to excel in their roles and contribute to the success of our clients.
The Estate/Gift/Trust tax group at HCVT is dedicated to delivering exceptional service to high net worth individuals and family offices. Our team provides expertise in individual income, trust, estate, and gift tax consulting and compliance matters. We collaborate closely with clients and their attorneys to advise on estate planning strategies, including charitable and non-charitable gifting, trust establishment, and income and transfer tax strategies. Additionally, we prepare relevant tax returns resulting from these plans.
In this role, you will be responsible for:
Key qualifications include experience with individual income tax, gift tax, estate tax, and trust taxation, as well as excellent research skills and the ability to ensure quality of work product. You should also have proven experience in leading and supervising teams, advanced project management skills, and the ability to multitask and prioritize responsibilities.
Holthouse Carlin & Van Trigt LLP is a leading professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies. We specialize in working with high net worth individuals and family offices across various industry niches.
Our team is driven by our core values: Integrity, Teamwork, Excellence, and Diversity. These principles guide our approach to collaboration, community involvement, and continuous learning. As part of our team, you will have the opportunity to challenge yourself and be supported by colleagues who share your passion for growth and development.
We strive to create an inclusive work environment where everyone feels valued and empowered to thrive. Our flexible culture allows us to adapt to changing circumstances while maintaining a strong focus on technical training and skill development. This enables our team members to excel in their roles and contribute to the success of our clients.
The Estate/Gift/Trust tax group at HCVT is dedicated to delivering exceptional service to high net worth individuals and family offices. Our team provides expertise in individual income, trust, estate, and gift tax consulting and compliance matters. We collaborate closely with clients and their attorneys to advise on estate planning strategies, including charitable and non-charitable gifting, trust establishment, and income and transfer tax strategies. Additionally, we prepare relevant tax returns resulting from these plans.
In this role, you will be responsible for:
- Providing tax compliance and advisory services to high net worth individuals, including their closely related businesses, trusts, and exempt organizations.
- Collaborating with clients and their advisors to address income tax issues and develop tax planning strategies.
- Identifying and resolving complex income tax issues.
Key qualifications include experience with individual income tax, gift tax, estate tax, and trust taxation, as well as excellent research skills and the ability to ensure quality of work product. You should also have proven experience in leading and supervising teams, advanced project management skills, and the ability to multitask and prioritize responsibilities.
