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Tax Manager​/Senior Manager - High Net Worth Individuals

Job in Thousand Oaks, Ventura County, California, 91358, USA
Listing for: HCVT
Full Time position
Listed on 2026-01-01
Job specializations:
  • Finance & Banking
    Tax Manager, Tax Advisor
  • Accounting
    Tax Manager, Tax Advisor
Job Description & How to Apply Below
Tax Manager / Senior Manager - High Net Worth Individuals

Tax Manager / Senior Manager - High Net Worth Individuals

2 weeks ago Be among the first 25 applicants

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Come for the Challenge. Stay for the Experience.

At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive  team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

What We Do And Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries:
Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values

Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core;
Building Success Together;
Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go.

Opportunities abound  firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating client engagements for our teams to work on—the kind of work that helps you develop and refine your skills to advance in the profession.

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.

Apply today and find out why so many come for the challenge—and stay for the experience. We look forward to meeting you!

As a Manager in our Tax service line, you will be responsible for the following:

• 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 complex tax 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
To be successful, these are the skills and experience you will need:

• 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
You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

• Visit the Benefits…
Position Requirements
10+ Years work experience
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