Holthouse Carlin & Van Trigt LLP
Tax Manager / Senior Manager - Estate/Gift/Trust Group
Holthouse Carlin & Van Trigt LLP, Westlake Village, California, United States, 91361
Come for the Challenge. Stay for the Experience.
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues 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, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across industries such as Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services, Technology, Healthcare, Nonprofits, and Affordable Housing.
We Live Our Core Values
Our values guide us in our interactions with clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are committed to meeting the needs of our clients and our team.
Discover How Far You Can Go
Opportunities are abundant at HCVT. Since our founding in 1991, we have experienced steady growth and continue to expand our client services, creating new career opportunities. We invest significantly in training and offer diverse, intellectually stimulating client engagements that help you develop and refine your skills for career advancement.
Hybrid Work
Our hybrid work model offers a balance between in-office collaboration and remote work. Our teams work at least two days a week in the office, with in-person training, meetings, and team-building activities to foster growth and team connections. These events may occur outside your home office location.
Apply today to discover why many come for the challenge—and stay for the experience. We look forward to meeting you!
The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth individuals and family offices, capable of managing multiple client relationships and advising on income, trust, estate, and gift tax matters. Our team often works with clients and their attorneys to advise on estate planning, including charitable and non-charitable gifting, trusts, and tax strategies. We also prepare relevant tax returns related to these plans. Our team members gain extensive experience in estate, gift, and trust taxation through both consulting and compliance work.
As a Manager in our Tax service line, your responsibilities include:
Providing tax compliance and advisory services to High Net Worth Individuals, their closely related businesses, trusts, and exempt organizations
Collaborating with clients and their advisors on income tax issues and planning
Developing and maintaining strong client relationships
Identifying and proposing solutions to complex income tax issues
Possessing experience in individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is a plus
Conducting thorough research on complex tax issues
Ensuring the quality of work products
Overseeing planning and scheduling of engagements
Monitoring workflow
Coaching and mentoring team members
Providing feedback
Required skills and experience:
Proven experience leading and supervising teams of seniors and staff accountants
Ability to learn, teach, and supervise in a fast-paced environment, receptive to feedback
Strong project management skills
Effective communication of progress to partners
Strong technical and communication skills
Ability to work independently
Multitasking, prioritization, and initiative
High attention to detail
Positive attitude and team-oriented mindset
Proficiency in Microsoft Office and firm technology tools such as Thomson Reuters, GoSystem, ProSystems/Axcess
5+ years of relevant experience
Bachelor's degree in accounting or related field; Master's, J.D., or LLM is a plus
CPA license required
You Matter
- HCVT offers various benefits to support a healthy work environment. Learn more in our Benefits section.
This salary range is specific to the listed states and considers factors such as skills, education, experience, licensure, and organizational needs. The estimated range is $140,000 to $180,000.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-NC1
#LI-Hybrid
This job posting considers Fair Chance Initiative requirements in its language.
#J-18808-Ljbffr
Read on to find out what you will need to succeed in this position, including skills, qualifications, and experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues 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, including private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across industries such as Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services, Technology, Healthcare, Nonprofits, and Affordable Housing.
We Live Our Core Values
Our values guide us in our interactions with clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are committed to meeting the needs of our clients and our team.
Discover How Far You Can Go
Opportunities are abundant at HCVT. Since our founding in 1991, we have experienced steady growth and continue to expand our client services, creating new career opportunities. We invest significantly in training and offer diverse, intellectually stimulating client engagements that help you develop and refine your skills for career advancement.
Hybrid Work
Our hybrid work model offers a balance between in-office collaboration and remote work. Our teams work at least two days a week in the office, with in-person training, meetings, and team-building activities to foster growth and team connections. These events may occur outside your home office location.
Apply today to discover why many come for the challenge—and stay for the experience. We look forward to meeting you!
The Estate/Gift/Trust tax group is seeking a Manager or Senior Manager with a strong background working with high-net-worth individuals and family offices, capable of managing multiple client relationships and advising on income, trust, estate, and gift tax matters. Our team often works with clients and their attorneys to advise on estate planning, including charitable and non-charitable gifting, trusts, and tax strategies. We also prepare relevant tax returns related to these plans. Our team members gain extensive experience in estate, gift, and trust taxation through both consulting and compliance work.
As a Manager in our Tax service line, your responsibilities include:
Providing tax compliance and advisory services to High Net Worth Individuals, their closely related businesses, trusts, and exempt organizations
Collaborating with clients and their advisors on income tax issues and planning
Developing and maintaining strong client relationships
Identifying and proposing solutions to complex income tax issues
Possessing experience in individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is a plus
Conducting thorough research on complex tax issues
Ensuring the quality of work products
Overseeing planning and scheduling of engagements
Monitoring workflow
Coaching and mentoring team members
Providing feedback
Required skills and experience:
Proven experience leading and supervising teams of seniors and staff accountants
Ability to learn, teach, and supervise in a fast-paced environment, receptive to feedback
Strong project management skills
Effective communication of progress to partners
Strong technical and communication skills
Ability to work independently
Multitasking, prioritization, and initiative
High attention to detail
Positive attitude and team-oriented mindset
Proficiency in Microsoft Office and firm technology tools such as Thomson Reuters, GoSystem, ProSystems/Axcess
5+ years of relevant experience
Bachelor's degree in accounting or related field; Master's, J.D., or LLM is a plus
CPA license required
You Matter
- HCVT offers various benefits to support a healthy work environment. Learn more in our Benefits section.
This salary range is specific to the listed states and considers factors such as skills, education, experience, licensure, and organizational needs. The estimated range is $140,000 to $180,000.
Connect with us:
LinkedIn, Instagram, Facebook, HCVT Website
#LI-NC1
#LI-Hybrid
This job posting considers Fair Chance Initiative requirements in its language.
#J-18808-Ljbffr