What are the responsibilities and job description for the Tax Manager position at Holthouse Carlin & Van Trigt?
Job Description
At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. 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.
- Our services cater to private and public companies, high-net-worth individuals, and family offices.
- We specialize in serving clients across various industries including Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.
Core Values
- Integrity at our Core
- Building Success Together
- Passion for Excellence
- Diversity, Equity, & Inclusion
Opportunities Abound
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.
About the 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.
- Leading teams of seniors and staff accountants.
- Overseeing planning and scheduling of engagements.
- Researching complex tax issues.
- Ensuring quality of work product.
- Monitoring work-flow.
- Couching/mentoring individual team members.
- Providing formal and informal feedback.
- Communicating progress to partners.
- Developing and maintaining strong client relationships with client personnel and prospective clients.
- Working closely with clients to advise on income tax issues and related tax planning.
Requirements
- Undergraduate degree in accounting; Master's in Tax a plus.
- CPA certificate required.
- 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
