Principal

HCVT•Monrovia, CA

36d•$140,000 - $185,000•Hybrid

About The Position

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 otherâIntegrity 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 client engagements for our teams to work onâthe 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. The Trust, Estate, Gift (TEG) tax group is seeking a Managers, Senior Managers, and Principals 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. HCVTâs TEG 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.

Requirements

Trust, estate, gift tax specialty is required
Has proven experience in leading and supervising a team
Demonstrated advanced project management skills
Strong technical aptitude and communication skills both written and verbal
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
Licensed CPA and or a licensed attorney

Nice To Haves

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
Master's Degree, J.D. or LLM is a plus

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.
Ensure quality of work product
Oversee planning and scheduling of engagements
Monitor work-flow
Coach/mentor individual team members
Provide formal and informal feedback

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