HCVT

Senior Manager – High Net Worth Individuals

HCVT

full-time

Posted on:

Location Type: Hybrid

Location: Fort Worth • United States

Visit company website

Explore more

✨ AI Apply
Apply

Job Level

Senior

About the role

  • 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

Requirements

  • Undergraduate degree in Accounting required; Master's in Taxation is a plus
  • CPA certification is required
  • 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
  • Demonstrated leadership and supervisory skills with experience managing teams and workflows
  • Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
  • Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
  • Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards
Benefits
  • Visit the Benefits section to learn more
Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Hard Skills & Tools
tax planningtax compliancetax researchtax strategy developmenttax return preparationfederal tax returnsmulti-state tax returnsestate planningwealth transfer planningaudit representation
Soft Skills
client relationship managementcommunicationleadershipmentoringteam developmentanalytical skillsdetail orientationworkflow managementbusiness developmentnetworking
Certifications
CPAMaster's in Taxation