HCVT

Financial Services

TaxSeniorManager/Principal

$175–250k ~AI est. Phoenix, Arizona, United States FULL TIME Remote Friendly
The Brief

“Tax Senior Manager / Principal at HCVT. Skills: Tax consulting, Tax compliance, Client relationship management. Review tax returns. Perform technical research”

Industry & Context.

Financial Services
Problems you'll solve

Analytical skills; Judgment

What They're Looking For.

Must Have

10 years technical tax experience, CPA or JD required, 5+ years tax experience

Nice to Have

CFA charterholder preferred, FRM certification preferred

What You'll Do.

Perform technical research

Write correspondences

Oversee engagement planning

Oversee engagement scheduling

Create engagement budgets

Ensure work product quality

Coordinate communication

Maintain client relationships

Advise clients on tax issues

Advise clients on tax planning

How You'll Work.

Team & Collaboration

Team development; Client collaboration

Communication Scope

Written communication; Oral communication; Articulate complex matters

Process & Methodology

Engagement planning, Engagement scheduling, Engagement budgeting, Client billing

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