Tax Manager / Senior Manager - High Net Worth Individuals at Holthouse Carlin & Van Trigt
Pasadena, CA 91102
About the Job
Pasadena, CATax /Full-time/ HybridFocus
Clarity
Commitment.HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.At HCVT, we are different
We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion
Our focus and commitment are on the needs of our clients and our team
Clarifying and resolving complex issues for businesses and individuals is what we do
How we do it is what sets us apart from other accounting firms
As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow
Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability
We also believe that there is no one way to progress in your career
We are flexible and embrace diversity
We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting. Join HCVT and be a part of a forward-moving organization!HCVT operates under a hybrid working model
Effective Jan 1, 2024, employees are expected to work at their assigned office a minimum of two days per week
In the event that this is not geographically reasonable, you may work in the office closest to your home. Additionally, we expect employees to participate in required firm events/meeting (e.g., trainings, team bonding, client meetings, etc.)As a Manager in our Tax service line, you will be responsible for the following:Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizationsLeads teams of seniors and staff accountantsOversees planning and scheduling of engagementsResearch complex tax issuesEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningTo be successful, these are the skills, qualities and experience you will need:Undergraduate degree in accounting; Master's in Tax a plusCPA certificate Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxationStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgementYou Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.Visit the Benefits section to learn moreThis salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs
A reasonable estimate of the range for this position is $130,000 to $175,000. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website#LI-NC1#LI-HybridThe ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
Clarity
Commitment.HCVT is a highly specialized professional services firm providing tax, audit, business management, mergers and acquisitions, and advisory services to private and public companies, business owners, high net worth individuals, and family offices across select industry niches.At HCVT, we are different
We are a team driven by our values—Integrity at our Core, Building Success Together, a Passion for Excellence, and Diversity, Equity, & Inclusion
Our focus and commitment are on the needs of our clients and our team
Clarifying and resolving complex issues for businesses and individuals is what we do
How we do it is what sets us apart from other accounting firms
As part of the HCVT team, you will be challenged and you will be surrounded by colleagues who will support your desire to learn and grow
Our culture is all about collaboration, teamwork, giving back to our communities, and partner access and accountability
We also believe that there is no one way to progress in your career
We are flexible and embrace diversity
We provide our team members the essential tools to be successful with a continual focus on technical training, as well as other skills necessary to thrive in the dynamic world of public accounting. Join HCVT and be a part of a forward-moving organization!HCVT operates under a hybrid working model
Effective Jan 1, 2024, employees are expected to work at their assigned office a minimum of two days per week
In the event that this is not geographically reasonable, you may work in the office closest to your home. Additionally, we expect employees to participate in required firm events/meeting (e.g., trainings, team bonding, client meetings, etc.)As a Manager in our Tax service line, you will be responsible for the following:Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizationsLeads teams of seniors and staff accountantsOversees planning and scheduling of engagementsResearch complex tax issuesEnsures quality of work productMonitors work-flowCoaches/mentors individual team membersProvides formal and informal feedbackCommunicates progress to partnersDevelops and maintains strong client relationships with client personnel and prospective clientsWorks closely with clients to advise on income tax issues and related tax planningTo be successful, these are the skills, qualities and experience you will need:Undergraduate degree in accounting; Master's in Tax a plusCPA certificate Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxationStrong organizational and management skillsExcellent written, oral communication and documentation skillsAbility to articulate complex tax matters in "business" languageAbility to integrate and team with othersAbility to work effectively in a demanding, fast-paced and complex environmentStrong team player with emphasis on the continued growth and development of team membersExcellent analytical skills and judgementYou Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.Visit the Benefits section to learn moreThis salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs
A reasonable estimate of the range for this position is $130,000 to $175,000. Connect with us: LinkedIn, Instagram, Facebook, HCVT Website#LI-NC1#LI-HybridThe ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.
