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Senior Tax Consultant

2 months ago

Westlake Village, California, United States Holthouse Carlin & Van Trigt LLP Full time

Focus. Clarity. Commitment.

Holthouse Carlin & Van Trigt LLP is a specialized professional services firm offering tax, audit, business management, mergers and acquisitions, and advisory services to both private and public entities, business proprietors, affluent individuals, and family offices across selected industry sectors.

At Holthouse Carlin & Van Trigt LLP, we distinguish ourselves through our core values—Integrity, Collaborative Success, Excellence, and Commitment to Diversity, Equity, & Inclusion. Our dedication is centered on the needs of our clients and our team. We excel in clarifying and resolving intricate issues for businesses and individuals. Our unique approach is what differentiates us from other firms in the accounting sector.

As a member of Holthouse Carlin & Van Trigt LLP, you will face challenges and be surrounded by colleagues who support your growth and learning. Our culture emphasizes collaboration, teamwork, community engagement, and accountability. We recognize that career progression can take many forms, and we embrace diversity in our paths. We equip our team members with essential tools for success, focusing on ongoing technical training and the development of skills necessary to thrive in the evolving landscape of public accounting.

The Estate/Gift/Trust tax division is in search of a Manager or Senior Manager with substantial experience in servicing high net worth individuals and family offices. This role requires the ability to manage multiple client relationships and provide guidance on various individual income, trust, estate, and gift tax consulting and compliance matters. Our Estate/Gift/Trust tax division is distinctive as we frequently collaborate with clients (and their legal advisors as necessary) to offer advice and structure estate plans, which may include both charitable and non-charitable gifting, trust establishment, and income and transfer tax strategies. In addition to consulting, we handle the preparation of relevant tax returns that arise from the execution of these plans. Our professionals gain extensive expertise in the Estate/Gift/Trust specialty through their involvement in both consulting and compliance for these affluent individuals.

Holthouse Carlin & Van Trigt LLP operates under a hybrid working model. Employees are expected to work in their designated office a minimum of two days per week, with flexibility based on geographical considerations. Participation in mandatory firm events and meetings (e.g., training sessions, team bonding activities, client meetings, etc.) is also expected.

As a Manager in our Tax service line, your responsibilities will include:
  • Delivering tax compliance and advisory services to High Net Worth Individuals, along with their closely held businesses, trusts, and exempt organizations.
  • Collaborating closely with clients and their advisors to provide insights on income tax matters and related planning.
  • Building and maintaining robust client relationships with both existing and prospective clients.
  • Identifying and proposing solutions to complex income tax challenges.
  • Possessing experience in individual income tax, gift tax, estate tax, and trust taxation; estate planning experience is advantageous.
  • Exhibiting excellent research capabilities and the ability to analyze complex tax issues.
  • Ensuring the quality of deliverables.
  • Overseeing the planning and scheduling of engagements.
  • Monitoring workflow effectively.
  • Coaching and mentoring team members.
  • Providing both formal and informal feedback.
To excel in this role, you will need the following skills and experience:
  • Demonstrated experience in leading and supervising a team of senior and staff accountants.
  • Able to learn, teach, and supervise in a dynamic environment while being open to feedback and coaching.
  • Proven advanced project management skills.
  • Effectively communicating progress to partners.
  • Strong technical aptitude and communication skills.
  • Ability to work independently.
  • Capability to multitask, prioritize responsibilities, and take initiative on projects.
  • High attention to detail.
  • A positive attitude and a collaborative mindset.
  • Proficient in Microsoft Office.
  • Ability to leverage firm technology to enhance client service.
  • Proficiency in Thomson Reuters, GoSystem, ProSystems/Axcess, or equivalent is required.
  • 5+ years of relevant experience.
  • Bachelor's degree in accounting or a related field; a Master's Degree, J.D., or LLM is a plus.
  • Licensed CPA.
Your Well-Being Matters - Holthouse Carlin & Van Trigt LLP offers a variety of benefits and perks to support a healthy and thriving work environment.
  • Visit the Benefits section to learn more.