🛠 Tech Stack

💼 About This Role

You'll provide tax compliance and advisory services to high net worth individuals and family offices at HCVT, a growing firm known for its technical skill and supportive culture. You'll handle multiple client relationships, advising on complex estate, gift, and trust tax planning and preparing relevant returns. This role blends consulting with compliance, offering deep exposure to the estate/gift/trust specialty.

🎯 What You'll Do

• Provide tax compliance and advisory services to high net worth individuals
• Develop and maintain strong client relationships
• Identify and propose resolutions to complex tax issues
• Oversee planning and scheduling of engagements

📋 Requirements

• Bachelor's degree in accounting or related major
• 5+ years of relevant work experience
• Licensed CPA
• Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess or equivalent

✨ Nice to Have

• Master's Degree, J.D. or LLM
• Estate planning experience
• Strong Microsoft Office skills

🎁 Benefits & Perks

• 🏖️ Flexible hybrid work model
• 💰 Performance bonuses (inferred)
• 📚 Training and development opportunities
• 🧑‍🤝‍🧑 Supportive team culture
• 🏥 Health benefits (implied)

📨 Hiring Process

Estimated timeline: 2-4 weeks · AI estimate

1. 1Recruiter Screen· 30 min
2. 2Technical Interview· 60 min
3. 3Hiring Manager Interview· 45 min