---
title: 'Senior Manager / Principal - High Net Worth Individuals at HCVT'
canonical: 'https://feeny.ai/job/senior-manager-principal-high-net-worth-individuals-hcvt-fort-worth-mx0hzaaxhv7k'
type: 'job'
last_seen: '2026-09-14'
---

# Senior Manager / Principal - High Net Worth Individuals at HCVT

- **Company:** HCVT
- **Location:** Fort Worth, TX
- **Employment:** full-time
- **Work type:** hybrid
- **Posted:** 2026-01-23
- **Last confirmed live:** 2026-09-14
- **Apply:** https://jobs.lever.co/hcvt/9fece5d4-43ed-4373-8619-9731293d47c5

## Job description

Come for the Challenge. Stay for the Experience. At HCVT, we believe every challenge presents an opportunity to positively impact our clients and people. Talented and ambitious individuals who seek limitless professional opportunities thrive at HCVT. Our team is known for its technical skill and ability to help clients address complex business issues all while investing in and supporting our people to provide a rewarding employee experience.

## What We Do and Who We Serve

We offer Tax, Audit, Advisory, and Business Management services to our clients, which include private and public companies, high-net-worth individuals, and family offices. We also specialize in serving clients across the following industries: Private Equity, Real Estate & Hospitality, Media & Entertainment, High-Net-Worth Individuals, Manufacturing & Distribution, Professional Services Firms, Technology, Healthcare, Nonprofit Organizations, and Affordable Housing.

We Live Our Core Values Our values guide us in our day-to-day interactions with our clients and each other—Integrity at our Core; Building Success Together; Passion for Excellence; and Diversity, Equity, & Inclusion. We are focused and committed to the needs of our clients and our team.

Discover How Far You Can Go. Opportunities abound at HCVT. Our firm has experienced steady growth since its founding in 1991 and continues to expand its client service offerings, creating new opportunities for professionals to grow their careers. We make significant investments in training and provide interesting, diverse, and intellectually stimulating work for our teams—the kind of work that helps you develop and refine your skills to advance in the profession.

Hybrid Work HCVT currently offers a hybrid work model that allows eligible employees to work both remotely and in the office, based on business needs and team coordination. When working remotely, employees are expected to meet the same performance standards, adhere to the same policies, and maintain the same level of communication, collaboration, and responsiveness as working in the office. Please note that this arrangement is not guaranteed and subject to change at any time. We will strive to provide reasonable notice of any changes to your work location or schedule whenever possible.

This role is ideal for senior manager and principal level candidates in tax ready to play a key role in high-net-worth (HNW) tax compliance and consulting services in our Fort Worth office.

As a Senior Manager or Principal in our Tax service line, you will be responsible for the following: Client Service Excellence:

- Serve as a primary point of contact for high-net-worth (HNW) individuals, multi-generational families, and family offices, building and maintaining strong, long-lasting client relationships
- Provide a concierge approach to client service, offering proactive, year-round tax planning and strategic consulting tailored to their unique needs and goals
- Communicate complex tax matters in clear, understandable language, ensuring clients are informed and empowered to make sound financial decisions
- Manage client expectations and ensure all engagements are completed to the highest standards of quality and timeliness

Tax Expertise & Compliance:

- Oversee and review complex federal and multi-state tax returns for individuals, partnerships, S-corporations, trusts, estates, and gift tax filings (Forms 1040, 1041, 1065, 709, 706)
- Conduct in-depth tax research, staying current on the latest developments in tax laws and regulations (federal, state, and local) to provide innovative solutions and ensure compliance
- Develop and implement tailored tax strategies to minimize tax liabilities and optimize financial outcomes, including estate and wealth transfer planning
- Represent clients in federal and state tax audits, preparing necessary correspondence and documentation

Team Leadership & Development:

- Lead, mentor, and develop a team of tax professionals, seniors, and staff accountants, fostering a collaborative and supportive environment
- Plan and schedule engagements, monitor workflow, and manage engagement budgets and timelines effectively
- Actively participate in the firm's growth by identifying new business opportunities and contributing to internal and external networking initiatives

To be successful, these are the skills, qualities and experience you will need:

- Undergraduate degree in Accounting required; Master's in Taxation is a plus
- CPA certification is required
- 8+ years of progressive tax experience in public accounting, with a strong technical background in high-net-worth individual and related entity taxation
- Demonstrated leadership and supervisory skills with experience managing teams and workflows
- Exceptional written and verbal communication skills, strong analytical abilities, and detail-orientation
- Proficiency in tax preparation software (e.g., GoSystem) and other financial analysis tools
- Ability to work effectively in a demanding, fast-paced environment while maintaining high-quality standards

You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

- Visit the [Benefits](https://www.hcvt.com/careers-move-forward-your-way) section to learn more

Connect with us: LinkedIn, Instagram, Facebook, HCVT Website

## #LI-NC1

#LI-Hybrid

The ordinance requires employers to state, in all job solicitations, postings and advertisements, that the employer will consider applicants in a manner consistent with the requirements of the Fair Chance Initiative.

## About HCVT

## Company Overview
- **One-liner**: HCVT is a top 30 U.S. CPA firm providing tax, audit, business management, and advisory services, with a reputation for handling complex pass-through entity tax issues.
- **Entity Type**: Private (Partnership)
- **Headquarters**: Los Angeles, California, United States
- **Founded**: 1991
- **Founders**: Not publicly available

## Core Business
- **Primary Industry**: Accounting / Professional Services
- **Target Customers**: B2B — focuses on mid-to-large market clients, including private equity firms, real estate companies, media & entertainment companies, high-net-worth individuals, family offices, and nonprofits.
- **Mission Statement**: “Clarifying the complex for our clients to help them achieve better outcomes while investing in and supporting our people.” [hcvt.com](https://www.hcvt.com/careers)

## Products & Services
- **Tax Services**: Compliance, planning, and consulting for corporations, partnerships, and individuals, with deep specialization in pass-through entities.
- **Audit & Assurance**: Financial statement audits, reviews, and compilations.
- **Business Management**: Day-to-day financial management for high-net-worth individuals and families.
- **Advisory Services**: Mergers & Acquisition (M&A) advisory, Valuation, CFO Advisory, and Client Accounting Services (CAS).

## Market Standing
- **Valuation/Market Cap**: Not applicable (Private partnership).
- **Revenue**: $185M (annual, most recent estimate). [linkedin.com](https://linkedin.com/company/hcvt-llp)
- **Key Metric**: Over 800 team members across 14 offices. [hcvt.com](https://www.hcvt.com/careers)
- **Notable Recognition**: Named one of *Inside Public Accounting*’s “Best of the Best” firms for a record 17 consecutive years. [builtin.com](https://builtin.com/company/hcvt)
- **Growth Signals**: 5.9% increase in headcount over the past year (+49 employees), expansion to 14 offices (now including Arizona, Texas, and Utah beyond its California base). [linkedin.com](https://linkedin.com/company/hcvt-llp)

## Competitive Advantages
- **Technical Specialization**: Renowned as the go-to firm for complex partnership and pass-through entity tax issues—a technical moat that differentiates them from generalist CPA firms.
- **Scale & Access**: As a Top 30 firm with over 800 people, they offer the resources of a large national firm while maintaining a collaborative, partner-accessible culture.
- **High Retention & Culture Awards**: 17-year record of “Best of the Best” recognition signals strong employee and client satisfaction.
- **Diverse, Global Team**: Over 20 languages spoken; 52% minority representation. [hcvt.com](https://www.hcvt.com/careers)

## Strategic Focus
- **Current Priorities**: Continuing to grow their advisory and M&A practices, expanding geographic footprint (recent offices in Fort Worth, Phoenix, Salt Lake City), and investing in technology and data analytics talent (evidenced by open roles like Senior Data & Analytics Specialist). [jobs.lever.co](https://jobs.lever.co/hcvt)
- **Growth Direction**: Strengthening capabilities in Private Equity and Real Estate while broadening their client base through cross-office collaboration.

## Why Work Here
- **Culture**: Described as entrepreneurial, supportive, and energetic—with an emphasis on teamwork and continuous learning. “We work hard and know how to have fun too.” [hcvt.com](https://www.hcvt.com/careers)
- **Work Environment**: Hybrid model available for most roles. Casual attire firm-wide. Open-door policy with partners. Busy-season perks include in-office massages, meals, and social hours.
- **Learning & Development**: Formal mentoring program, CPA exam bonus, firm-sponsored Master’s in Taxation, soft skills training, and internal/external training courses.
- **Benefits**: Medical, dental, vision, 401(k) with profit sharing, paid parking, flexible time off (managers+), parental leave (maternity and paternity), and professional membership dues.
- **Inclusion**: Strong DEI commitment with formal diversity data shared publicly (52% minority representation, 20+ languages). [hcvt.com](https://www.hcvt.com/careers)

## Sources
1. [hcvt.com/careers](https://www.hcvt.com/careers)
2. [linkedin.com/company/hcvt-llp](https://linkedin.com/company/hcvt-llp)
3. [jobs.lever.co/hcvt](https://jobs.lever.co/hcvt)
4. [builtin.com/company/hcvt](https://builtin.com/company/hcvt)
5. [vault.com/company-profiles/accounting/holthouse-carlin-van-trigt-llp](https://vault.com/company-profiles/accounting/holthouse-carlin-van-trigt-llp)

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