Senior Tax Consultant

2 weeks ago


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

Focus. Clarity. Commitment.

Holthouse Carlin & Van Trigt LLP is a distinguished professional services firm specializing in tax, audit, business management, mergers and acquisitions, and advisory services tailored for private and public entities, business proprietors, affluent individuals, and family offices across targeted industry sectors.

At Holthouse Carlin & Van Trigt LLP, we pride ourselves on our core values—Integrity, Collaborative Success, Commitment to Excellence, and Embracing Diversity. Our dedication is centered on understanding and addressing the unique needs of our clients and our team members. We excel in clarifying and resolving intricate challenges for both businesses and individuals, and our approach distinguishes us from other firms in the industry.

As a member of the Holthouse Carlin & Van Trigt LLP team, you will encounter challenges that foster your professional growth, supported by colleagues who encourage your development. Our organizational culture emphasizes collaboration, teamwork, community engagement, and accountability. We recognize that career progression can take various forms, and we embrace flexibility and diversity. We equip our team members with essential resources for success, focusing on ongoing technical training and the development of skills vital for thriving in the evolving landscape of public accounting.

The Estate/Gift/Trust tax division is on the lookout for a Manager or Senior Manager with extensive experience in servicing high net worth individuals and family offices. This role involves managing multiple client relationships and providing guidance on a range of individual income, trust, estate, and gift tax consulting and compliance issues. Our Estate/Gift/Trust tax division stands out as we frequently collaborate with clients and their legal advisors to design and implement estate plans, encompassing both charitable and non-charitable gifting, trust establishment, and income and transfer tax strategies. In addition to consulting, we also prepare the necessary tax returns resulting from the execution of these plans. Our professionals gain comprehensive expertise in the Estate/Gift/Trust specialty through their involvement in both consulting and compliance for high net worth clients.

As a Manager in our Tax service line, your responsibilities will include:

  • Delivering tax compliance and advisory services to affluent individuals, their closely held businesses, trusts, and exempt organizations.
  • Collaborating closely with clients and their advisors to address income tax matters and related planning.
  • Building and nurturing strong relationships with clients 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 to tackle intricate tax issues.
  • Ensuring the quality of deliverables.
  • Overseeing the planning and scheduling of engagements.
  • Monitoring workflow effectively.
  • Mentoring and coaching team members.
  • Providing both formal and informal feedback.

To thrive in this role, you will need:

  • Demonstrated experience in leading and supervising a team of senior and staff accountants.
  • A capacity to learn, teach, and guide in a fast-paced environment while being open to feedback and coaching.
  • Advanced project management skills.
  • Effective communication of progress to partners.
  • Strong technical aptitude coupled with excellent communication skills.
  • The ability to work independently.
  • Skills in multitasking, prioritizing responsibilities, and taking initiative on projects.
  • A keen attention to detail.
  • A positive attitude and a collaborative spirit.
  • Proficiency in Microsoft Office applications.
  • Ability to leverage firm technology to enhance client service.
  • Familiarity with Thomson Reuters, GoSystem, ProSystems/Axcess, or equivalent software is required.
  • A minimum of 5 years of relevant experience.
  • A Bachelor's degree in accounting or a related field; a Master's Degree, J.D., or LLM is a plus.
  • A valid CPA license.

Your Contribution Matters - Holthouse Carlin & Van Trigt LLP offers a range of benefits and perks designed to foster a healthy and thriving work environment.

Explore the Benefits section to learn more.


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