What are the responsibilities and job description for the Tax Manager position at Holthouse Carlin & Van Trigt?
About Us
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 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.
We Live Our Core Values
- Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion.
Our History
We have experienced steady growth since our founding in 1991 and continue to expand our client service offerings, creating new opportunities for professionals to grow their careers.
Hybrid Work Model
We work a minimum two days a week in the office, complemented by in-person trainings, meetings, and team-building activities to foster your growth and deepen team connections.
About the Role
This position as a Manager in our Tax service line will be responsible for providing top-level review of federal and multi-state income tax returns for individuals, flow through entities, corporations, and trusts.
Key Responsibilities:
- Provide top-level review of federal and multi-state income tax returns.
- Work closely with clients to advise on income tax issues and related tax planning.
- Oversee planning and scheduling of engagements and workflow supervision.
- Research complex technical tax issues and provides solutions.
- Lead and train teams of seniors and staff accountants throughout the engagement.
- Ensure quality of work product.
- Communicate progress to partners and liaise between partners and staff.
- Coach and mentor individual team members and involved in performance evaluations.
Requirements:
- Undergraduate degree; Master's degree a plus.
- CPA certificate.
- A minimum of 5 years of relevant experience.
- Knowledgeable on Section 42/low income housing tax experience.
- Ability to identify and propose resolutions to complex income tax issues.
- Demonstrated advanced project management skills.
- Ability to utilize firm technology to enhance client service.
- Excellent research skills.
- Excellent written and verbal communication skills.
- Proficiency in Microsoft Office computer programs.
- Experience with GoSystems is a plus.