Tax Manager / Senior Manager - High Net Worth Individuals

HCVT

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Westlake Village, CA hybrid Until 8/22/2026 First posted March 23, 2025 Last posted March 23, 2025
Job description
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 at HCVT. Our 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 at HCVT. Our 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 work for our teams—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.

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 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. 

Connect with us: 

#LI-CC1
#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.  
 
About this role

Summary

Lead tax services for high net worth clients, manage teams, ensure quality and build client relationships

Job title

Tax Manager / Senior Manager - High Net Worth Individuals

Experience level

5+ years

Industry

professional services

Location requirements

Westlake Village, CA, hybrid work allowed

Salary

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.

Management role

Yes

Skills & keywords

Required skills

CPAtax experiencemanagement skillscommunicationtax planning

Preferred skills

None specified

Specializations

high net worth individualstax compliancetax advisorywealth management
Locations

Structured locations inferred from the posting.

Westlake Village, CA, USA

Hybrid City