Tax Manager/Senior Manager - High Net Worth Individuals
Listed on 2026-07-15
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Accounting
Tax Manager, Financial Compliance -
Finance & Banking
Tax Manager, Financial Compliance
Location: Westlake Village
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.
- Provides tax compliance and advisory services to High Net Worth Individuals including their closely related businesses, trusts, and exempt organizations
- Leads teams of seniors and staff accountants
- Oversees planning and scheduling of engagements
- Research complextax issues
- Ensures quality of work product
- Monitors work‑flow
- Coaches/mentors individual team members
- Provides formal and informal feedback
- Communicates progress to partners
- Develops and maintains strong client relationships with client personnel and prospective clients
- Works closely with clients to advise on income tax issues and related tax planning
- Undergraduate degree in accounting;
Master's in Tax a plus - CPA certificate
- Minimum 5 years of tax experience required with a strong technical background in high net worth individual taxation
- Strong organizational and management skills
- Excellent written, oral communication and documentation skills
- Ability to articulate complex tax matters in "business" language
- Ability to integrate and team with others
- Ability to work effectively in a demanding, fast‑paced and complex environment
- Strong team player with emphasis on the continued growth and development of team members
- Excellent analytical skills and judgement
- Visit the Benefits section to learn more
This salary range is specific to the state(s) listed and takes into account the wide range of factors that are considered in making compensation decisions including but not limited to skill set and education; experience and training; licensure and certifications; and other business and organizational needs. A reasonable estimate of the range for this position is $140,000 to $185,000.
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