HCVT

Accountant

• Prepare Financial Reports: Compile and present comprehensive financial reports, including monthly cash flows, balance sheets, and profit & loss statements for review and annual filings.
• Maintain Financial Records: Generate supporting lead schedules for asset and liability accounts, ensuring accuracy and coherence in financial reporting.
• General Ledger Reconciliations: Perform GL account reconciliations and analysis to resolve discrepancies as needed and record intercompany transactions.
• Manage Financial Operations: Manage accounts receivable, payable, commission payments, and payroll operations with precision and efficiency including month end closeouts.
• Manage Client Transactions: Record, categorize, and reconcile client bank and credit card statements.
• Monitor Cash Flow: Manage and monitor cash receipts and cash balances.
• Prepare Client Reports: Prepare and review complex client statements and reports, ensuring they meet high-quality standards.
• Deliver Exceptional Client Service: Prepare comprehensive client meeting packages, equipping our team with necessary insights for productive discussions.
• Provide Accounting Support: Address general accounting inquiries and tackle more complex accounting tasks, escalating when necessary.
• Support Team Development: Support junior team members in understanding client-related processes and accounting matters, sharing your expertise to foster their professional growth.
• Ad Hoc Projects: Be prepared to tackle projects as needed, demonstrating flexibility and adaptability to meet evolving business needs.

Senior Accountant

Marketing

• Support proposal development with rapid turnaround times, including same-day or urgent requests.
• Manage proposal intake, prioritization, workflow coordination, and stakeholder communication.
• Partner with internal teams to develop clear, high-quality deliverables aligned with client needs.
• Contribute to improvements in proposal processes, including leveraging automation and AI tools.
• Track proposal activity and support performance reporting as needed.
• Partner closely with firm leadership, partners, and stakeholders to support growth initiatives and client-facing materials
• Assist with complex projects and initiatives tied to firm-wide branding efforts
• Support and execute website performance, optimization, design, and governance initiatives.
• Execute SEO and Answer Engine Optimization initiatives.
• Monitor keyword rankings, search visibility, and AI search performance.
• Develop recommendations to improve organic visibility and brand awareness.
• Coordinate content planning and content calendars.
• Monitor engagement and campaign performance.
• Develop and maintain reporting frameworks across Growth initiatives.
• Create dashboards and reporting for proposal activities, pipeline visibility, event ROI, SEO performance, etc.
• Analyze performance data and identify actionable opportunities.
• Present insights and recommendations to leadership and stakeholders.

Senior Marketing Specialist

• Reviewing investor tax deliverables including K-1s and K-3s.
• Managing the preparation of 1042-S and 8805 forms for foreign investors.
• Drafting quarterly LP tax estimate letters to provide transparency on projected tax liabilities.
• Reviewing quarterly and year-end calculations for Original Issue Discount (OID), Market Discount, and Premium Amortization across large portfolios of bonds and mortgage pools to ensure accurate income reporting.
• Reviewing federal and state partnership and corporate tax returns.
• Managing the extension process across all partnerships, states, and withholding regimes.
• Performing quarterly REIT compliance testing and income projections.
• Overseeing the quarterly and year-end tax provision process.
• Managing internal teams to obtain and analyze books and records across Funds and SPVs.
• Coordinating with Big Four tax preparers (PwC, EY, Deloitte).

Tax Senior – Private Equity, Credit

General

• Assist in assigning client service personnel to engagements.
• Maintain and accurately update the scheduling software.
• Prepare and distribute scheduling and utilization reports as needed.
• Review scheduling reports and identify potential conflicts or staffing availability.
• Communicate any changes in personnel to all affected.
• Use available scheduling tools to update and forecast hours for projects, track actual utilization, and monitor individual schedules.
• Assist with setting up meetings, including setting agendas and taking notes.
• Collaborate with the team to support office/firm projects as needed.

Resource Management Coordinator

• Support proposal development with rapid turnaround times, including same-day or urgent requests.
• Manage proposal intake, prioritization, workflow coordination, and stakeholder communication.
• Partner with internal teams to develop clear, high-quality deliverables aligned with client needs.
• Contribute to improvements in proposal processes, including leveraging automation and AI tools.
• Track proposal activity and support performance reporting as needed.
• Partner closely with firm leadership, partners, and stakeholders to support growth initiatives and client-facing materials.
• Assist with complex projects and initiatives tied to firm-wide branding efforts.
• Support and execute website performance, optimization, design, and governance initiatives.
• Execute SEO and Answer Engine Optimization initiatives.
• Monitor keyword rankings, search visibility, and AI search performance.
• Develop recommendations to improve organic visibility and brand awareness.
• Coordinate content planning and content calendars.
• Monitor engagement and campaign performance.
• Develop and maintain reporting frameworks across Growth initiatives.
• Create dashboards and reporting for proposal activities, pipeline visibility, event ROI, SEO performance, etc.
• Analyze performance data and identify actionable opportunities.
• Present insights and recommendations to leadership and stakeholders.

Administrative Assistant

• Responsible for general administrative tasks such as, filing, travel & expense reports, phone support
• Act as liaison for Fort Worth professionals to schedule meetings with client or outside advisor personnel
• Responsible for assisting with presentations, procedural documentation, operation manuals, and workflow charts
• Responsible for gathering raw data from various sources and develop strategies to analyze and simplify data into reports and visualizations to communicate findings effectively
• Responsible for working with designated client business unit teams to maintain structure charts, obtain entity tax identification numbers, and prepare certain tax elections
• Work with client’s legal department and outside legal counsel to maintain final entity and transaction legal documents
• Client onboarding and maintenance, including preparation of engagement letters, preparing billing reports, and invoicing.
• Maintain knowledge of Firm policies and procedures, and answer, refer or direct requests and inquiries

• Learning technical tax topics related to highly complex, multi-tiered, private equity and real estate private equity investment structures.
• Prepare and review structure charts depicting highly complex, multi-tiered, investment structures.
• Work with Big 4 compliance teams to address compliance related matters and issues.
• Prepare correspondences from taxing authorities
• Identify accounting and income tax issues and proposes strategies to resolve them
• Perform tax technical research as needed
• Learn and effectively utilize firm tax software to continually learn, knowledge sharing, and enhance the quality of service to clients
• Work closely with a team and communicates job status with all levels of the engagement team
• Complete assigned projects within engagement timeline and budget guidelines
• Develop strong relationships with firm professionals at all levels
• Participate in firm trainings, recruiting events, and firm activities
• Work with your buddy and performance manager on professional development of both technical and soft skills
• Work on ad hoc projects assigned by your supervisors

Senior Tax Staff – Private Equity, Real Estate

• Provide top-level review of federal and multi-state income tax returns for partnerships, corporations, and individuals and related workpapers
• Perform technical research and write correspondences
• Lead and trains teams of staff, seniors and managers
• Oversee planning and scheduling of engagements
• Create engagement budgets and in charge of billings
• Ensure quality of work product
• Monitor work-flow
• Coordinate constant flow of internal and external communication
• Maintain and develop business with existing and prospective clients
• Work closely with clients to advise on income tax issues and related tax planning

Tax Senior Manager – Principal

• Prepare and review federal and multi-state income tax returns for individuals, partnerships, corporations, and trusts and its related income tax work papers
• Prepare more complex client work and delegate entry level work to staff accountants
• Take ownership and organize workflow of client engagements, ensuring filing deadlines are met
• Identify tax issues and propose strategies to resolve them
• Research technical tax information
• Respond to and prepare correspondences to tax authorities
• Responsible for meeting engagement timelines and budget guidelines, and provide job status to partners, managers, and client personnel in a timely manner
• Develop strong relationships with firm professionals and clients
• Supervise and manage expectations of engagement teams, staff accountants and/or interns on your teams
• Coach and provide feedback to junior team members
• Effectively utilize and train others on firm tax preparation software
• Participate in staff and senior level trainings
• Ensure high quality of work product

HCVT

Senior Accountant

Senior Marketing Specialist

Tax Senior – Private Equity, Credit

Resource Management Coordinator

Senior Marketing Specialist

Administrative Assistant

Senior Tax Staff – Private Equity, Real Estate

Tax Senior Manager – Principal

Tax Senior – Supervising Senior

Tax Senior Manager – Principal

Tax Senior Manager – Principal

Tax Senior / Supervising Senior

Tax Senior – Supervising Senior