Tax Manager / Senior Manager - Estate, Gift, Trust

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 is 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

• Providing tax compliance and advisory services to High Net Worth Individuals, including their closely related businesses, trusts, and exempt organizations
• Work closely with clients and their other advisors to advise on income tax issues and related tax planning
• Develop and maintain strong client relationships with client personnel and prospective clients
• Identify and propose resolutions to complex income tax issues
• Experience with individual income tax, gift tax, estate tax and trust taxation; estate planning experience a plus
• Excellent research skills and ability to research complex tax issues
• Ensure quality of work product
• Oversee planning and scheduling of engagements
• Monitor workflow
• Coach and mentor individual team members
• Provide formal and informal feedback

Qualifications

• Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
• 5+ years of relevant work experience
• Licensed CPA
• Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
• Strong Microsoft Office skills and ability to utilize firm technology to enhance client service
• Has proven experience in leading and supervising a team of seniors and staff accountants
• Ability to learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching
• Demonstrated advanced project management skills
• Strong technical aptitude and communication skills
• Ability to work independently, prioritize responsibilities, and take initiative on projects
• Has high attention to detail
• Has a positive attitude and a team player mentality with a can-do spirit

Benefits

• Visit the Benefits section to learn more

Salary Range: $140,000 to $185,000.

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