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High Net Worth Tax Manager

San Francisco, CA · Hybrid

$130K - $171K/yr

High Net Worth Individuals The focus of this proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting ...

High Net Worth Tax Manager

San Francisco, CA · On-site

$130K - $171K/yr

High Net Worth Individuals The focus of this proactive practice is to provide highly accurate and thoughtful annual tax compliance. More importantly, we provide a significant amount of tax consulting ...

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Net Net information

What is the difference between Net Net vs Gross Net?

AspectNet NetGross Net
DefinitionNet Net refers to a company's net income after all expenses, taxes, and costs are deducted, often used in investment analysis.Gross Net is less common but can refer to net income before certain deductions or adjustments, depending on context.
CredentialsTypically requires understanding of financial statements and accounting principles.Similar credentials needed, with emphasis on financial analysis.
Work EnvironmentFinance, investment firms, accounting departments.Finance and investment sectors, similar work settings.
UsageCommon in investment analysis, financial reporting.Less common, used in specific financial contexts or internal calculations.

Net Net and Gross Net are related financial terms used to analyze a company's profitability. Net Net focuses on net income after all expenses, while Gross Net may refer to income before certain deductions. Understanding these differences helps in accurate financial assessment and decision-making.

Tax Manager / Senior Manager - High Net Worth Individuals

Tax Manager / Senior Manager - High Net Worth Individuals

HCVT

Westlake Village, CA • Hybrid

Full-time

Posted 16 days ago


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.
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 organizations
  • Leads teams of seniors and staff accountants
  • Oversees planning and scheduling of engagements
  • Research complex tax issues
  • Ensures quality of work product
  • Monitors work-flow
  • Coaches/mentors individual team members
  • Provides formal and informal feedback
  • Communicates progress to partners
  • Develops and maintains strong client relationships with client personnel and prospective clients
  • Works closely with clients to advise on income tax issues and related tax planning
To be successful, these are the skills and experience you will need:
  • Undergraduate degree in accounting; Master's in Tax a plus
  • CPA certificate
  • Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
  • Strong organizational and management skills
  • Excellent written, oral communication and documentation skills
  • Ability to articulate complex tax matters in "business" language
  • Ability to integrate and team with others
  • Ability to work effectively in a demanding, fast-paced and complex environment
  • Strong team player with emphasis on the continued growth and development of team members
  • Excellent analytical skills and judgement
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


This 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 $140,000 to $185,000. 

Connect with us: 
LinkedIn, Instagram, Facebook, HCVT Website

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The 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.  
 
We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.
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About HCVT

Sourced by ZipRecruiter

Industry

Accounting services

Company size

501 - 1,000 Employees

Headquarters location

Camarillo, CA, US

Year founded

1991