About the role
The Estate/Gift/Trust tax group is seeking a Manager or Sr. Manager with a strong background in working with high net worth individuals and family offices, who can handle multiple client relationships and advise on various individual income, trust, estate and gift tax consulting and compliance matters. HCVT’s Estate/Gift/Trust tax group is unique because we often work with clients (and their attorneys as needed) to advise and structure estate plans, including both charitable and non-charitable gifting, establishing trusts, and income and transfer tax strategies. In addition to consulting, we prepare relevant tax returns resulting from the implementation of their plans. Our people become very well versed in the Estate/Gift/Trust specialty from their exposure to both the consulting and compliance for these High Net Worth individuals.
Aplyr's read
HCVT is a specialized accounting and consulting firm, attracting professionals focused on tax and advisory services for high-net-worth individuals and complex estates.
What's promising
- •HCVT offers specialized roles, particularly in tax management for high-net-worth clients.
- •The firm provides opportunities for career advancement, as seen in frequent senior-level hires.
- •HCVT's focus on niche markets like private equity and estate planning can enhance expertise.
What to watch
- •The firm's specialization may limit exposure to broader accounting practices.
- •High concentration of tax-related roles may not appeal to those seeking diverse accounting experiences.
- •Limited public information about company culture and work-life balance.
Why HCVT
- •HCVT specializes in serving high-net-worth individuals and complex estates.
- •The firm has a strong focus on tax advisory roles, indicating a niche expertise.
- •HCVT offers seasonal internships, providing early career exposure to specialized tax services.
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About HCVT
HCVT is a full-service accounting and consulting firm that provides a range of services including tax, audit, and advisory solutions.