Senior Manager / Principal - High Net Worth Individuals

Job description

***Come for the Challenge. Stay for the 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 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, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: 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*** Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team. ***Discover How Far You Can Go.*** Opportunities abound at HCVT. 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. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession. **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 subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible. This role is ideal for senior manager and principal level candidates in tax ready to play a key role in high-net-worth (HNW) tax compliance and consulting services in our Fort Worth office. ### As a Senior Manager or Principal in our Tax service line, you will be responsible for the following: **Client Service Excellence:** - Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships - Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals - Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions - Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness **Tax Expertise & Compliance:** - Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706) - Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance - Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning - Represent clients in federal and state tax audits, preparing necessary correspondence and documentation **Team Leadership & Development:** - Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment - Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively - Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives ### To be successful, these are the skills, qualities and experience you will need: - Undergraduate degree in Accounting required; Master's in Taxation is a plus - CPA certification is required - 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation - Demonstrated leadership and supervisory skills with experience managing teams and workflows - Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation - Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools - Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards ### You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. - Visit the [Benefits](https://www.hcvt.com/careers-move-forward-your-way) section to learn more