HCVT

Business Operations

• Serves as delivery manager for custom application development efforts, managing delivery timelines, building and prioritizing product backlogs, and coordinating with developers and leadership to ensure applications are developed to user specifications
• Leads quality assurance for custom application development, including performing integration testing and creating, maintaining, and monitoring automated regression tests
• Acts as primary point of contact for production support efforts for applications, including troubleshooting, issue resolution, and conducting user training sessions
• Leads product documentation efforts including creation and maintenance of user guides and knowledge base content
• Analyzes support trends and usage data to drive process improvements and implement preventative measures that reduce recurring issues
• Partners with leadership on product discovery, requirements gathering, build vs buy analysis, and implementation planning

Business Systems Manager

Data Analyst

• Design, develop, and maintain executive reporting dashboards in Power BI, Tableau, and Looker, summarizing key business insights for clients.
• Extract, clean, and transform data to prepare for reporting, using SQL and Snowflake, Big Query, and other data warehouse tools.
• Create advanced analyses and forecasting models in Excel, including revenue projection models, customer cohort models, expense projections, and other key reports.
• Suggest KPIs for clients to track, based on their long-term goals and operating targets.

Senior Data Analyst

• Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts 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 Principal

• Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers
• Perform technical research and write correspondences
• Lead and train 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 workflow
• 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

• 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 – Trust, Estate, Gift Tax

Manager

• Client Service Excellence: Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
• Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
• Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
• Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness
• Tax Expertise & Compliance: Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
• Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
• Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
• Represent clients in federal and state tax audits, preparing necessary correspondence and documentation
• Team Leadership & Development: Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
• Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
• Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives

Senior Manager – High Net Worth Individuals

• Monitor, track, and organize incoming tax notices and information requests from various state taxing authorities.
• Prepare and draft professional correspondence to resolve discrepancies, respond to inquiries, and address taxpayer notice matters on behalf of clients.
• Assemble and maintain electronic tax binders and case files.
• Assist in gathering financial data to support state audits and compliance projects.
• Prepare periodic status reports on notice resolution progress for internal stakeholders.
• Act as a secondary point of contact for internal clients to clarify information and provide status updates on notice resolutions.
• Contribute to team goals by performing additional tasks as needed.
• Identify and recommend enhancements to current tracking systems to increase notice resolution workflow effectiveness.

Tax Paraprofessional

Bookkeeper

• Manage full-cycle bookkeeping, including accounts payable/receivable, reconciliations, general ledger maintenance, and journal entries.
• Prepare accurate and timely financial statements and client reports; maintain organized documentation for audit readiness.
• Support client onboarding, data migration, and chart of accounts setup in accounting platforms (e.g., QuickBooks Online, Xero).
• Participate in ad-hoc projects (e.g., ledger cleanup, forensic investigations, post-transaction accounting).
• Collaborate with team members to improve accounting workflows, document processes, and identify automation opportunities.
• Deliver excellent client service by responding to inquiries, resolving issues, and communicating professionally with clients and offshore teams.
• Engage in firm training, professional development, and team activities; attend meetings to observe how financial data informs budgeting and performance analysis.

• 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

Business Systems Manager

Senior Data Analyst

Tax Principal

Tax Principal

Tax Manager – Trust, Estate, Gift Tax

Tax Principal

Senior Manager – High Net Worth Individuals

Tax Paraprofessional

Bookkeeper

Bookkeeper

Tax Senior / Supervising Senior