HCVT

• Learn and understand international tax rules and concepts applied to individuals, partnerships, and corporations
• Prepare federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
• Complete a variety of projects within engagement timeline and budget guidelines
• Learn and effectively utilize firm tax preparation software to continually learn, share knowledge with team members, and enhance the quality of service to clients
• Perform self-review of work
• Perform tax technical research assigned by supervisors
• Develop strong relationships with firm professionals
• Participate in firm training and activities
• Work with your buddy and performance manager on professional development of both technical and soft skills.

International Tax Intern

Account Manager

• Compile and present financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings, such as 1099s
• Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting
• Conduct GL account reconciliations and analysis
• Oversee and manage accounts receivable, payable, and payroll operations
• Record, categorize, and reconcile client bank and credit card statements
• Manage and monitor cash receipts and commission schedules
• Prepare and review complex client statements and reports for higher-level scrutiny
• Prepare client meeting packages
• Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary
• Deliver exceptional client service by meeting quality standards and deadlines
• Maintain effective communication and relationships with managers, clients, agents, and attorneys
• Support associates and new hires in understanding client-related processes and accounting matters
• Engage in ad hoc projects as required

Account Supervisor

• 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

Tax Manager, Estate, Gift, Trust

• The Paraprofessional will be responsible for assisting the firm’s Trusts and Estates group and Legal Department.
• With respect to the Trusts and Estates group, this position will assist trust administration at the direction of tax professionals.
• Duties and responsibilities include, review and summarize trust documents, information gathering and tracking, preparing or reviewing estate tax returns (Form 706) and related filings, and gift tax returns (Form 709), preparing or reviewing accountings.
• As for the Legal Department, this position will require handling the firm’s CPA licensing, business registration, and compliance filings for firm entities; drafting, reviewing, and maintaining NDAs and engagement agreements; and assisting with subpoenas and corresponding document productions.

Paraprofessional – Trust & Estates Tax Group, Legal Department

• Assisting the firm’s Trusts and Estates group and Legal Department
• Assisting trust administration at the direction of tax professionals
• Reviewing and summarizing trust documents, gathering information and tracking
• Preparing or reviewing estate tax returns (Form 706) and related filings
• Preparing or reviewing gift tax returns (Form 709)
• Preparing or reviewing accountings
• Handling the firm’s CPA licensing, business registration, and compliance filings for firm entities
• Drafting, reviewing, and maintaining NDAs and engagement agreements
• Assisting with subpoenas and corresponding document productions