Tax Manager / Senior Manager - Estate, Gift, Trust

HCVT 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 works 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, they prepare relevant tax returns resulting from the implementation of their plans.

Responsibilities

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; 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

Requirements

Bachelor's degree in accounting or related major; 5+ years of relevant work experience; Licensed CPA; Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent is required; Strong Microsoft Office skills and ability to utilize firm technology to enhance client service; Proven experience in leading and supervising a team of seniors and staff accountants; Ability to learn, teach, and supervise in a fast-paced environment and is receptive to feedback and coaching; Demonstrated advanced project management skills; Strong technical aptitude and communication skills; Ability to work independently, prioritize responsibilities, and take initiative on projects; High attention to detail; Positive attitude and a team player mentality with a can-do spirit; Experience with individual income tax, gift tax, estate tax and trust taxation

Nice to have

Master's Degree, J.D. or LLM is a plus; Estate planning experience a plus