Tax Manager / Senior Manager - Estate, Gift, Trust

The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT’s Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans. Our people become very well versed in the Estate/Gift/Trust specialty from their exposure to both the consulting and compliance for these High Net Worth individuals.

As a Manager in our Tax service line, you will be responsible for the following:

• 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
• Ability to 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 work-flow
• Coach/mentor individual team members
• Provide formal and informal feedback

To be successful, these are the skills and experience you will need:

• Has proven experience in leading and supervising a team of seniors and staff accountants
• Can learn, teach, and supervise in a fast paced environment and is receptive to feedback and coaching
• Demonstrated advanced project management skills.
• Communicate progress to partners
• Strong technical aptitude and communication skills
• Ability to work independently
• Ability to multi-task, 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
• Microsoft Office skills must all be strong
• Ability to utilize firm technology to enhance client service
• Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required
• 5+ years of experience depending on relevant work experience.
• Bachelor's degree in accounting or related major; Master's Degree, J.D. or LLM is a plus
• Licensed CPA

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits section to learn more