Hybrid (on-site with remote flexibility based on business needs)
Strong background in high net worth individuals
Experience with family offices
Individual income tax consulting
Holthouse Carlin & Van Trigt LLP (HCVT) is seeking a Tax Manager/Senior Manager for its Estate, Gift, and Trust tax group, focusing on high-net-worth individuals and family offices. The ideal candidate should possess extensive experience in tax consulting and compliance related to estate planning, and the position offers opportunities for professional growth within a supportive and values-driven culture
Job Summary
The firm offers a hybrid work model allowing eligible employees to work both remotely and in the office based on business needs.
This role involves advising and structuring estate plans including charitable and non-charitable gifting and establishing trusts for high net worth clients.
HCVT invests significantly in training and provides diverse, intellectually stimulating work to help professionals develop their skills.
Matching Summary
Match Score: 85
Holthouse Carlin & Van Trigt LLP (HCVT) is seeking a Tax Manager/Senior Manager for its Estate, Gift, and Trust tax group, focusing on high-net-worth individuals and family offices. The ideal candidate should possess extensive experience in tax consulting and compliance related to estate planning, and the position offers opportunities for professional growth within a supportive and values-driven culture.
Skills & Requirements
Must-have
Strong background in high net worth individuals
Experience with family offices
Individual income tax consulting
Trust estate and gift tax compliance
Estate plan structuring and advising
Nice-to-have
Ability to handle multiple client relationships
Collaboration with attorneys on planning
Commitment to diversity equity and inclusion
Passion for excellence in technical skills
Key Requirements
Manager or Senior Manager level experience
Background working with high net worth individuals