HCVT

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description We are seeking an experienced Manager or Senior Manager to join our Advisory practice, supporting clients through valuation services, FP&A, and M&A advisory services. This role is ideal for someone who enjoys client-facing work, mentoring teams, and collaborating across borders—including semi-annual travel to Armenia to work with our advisory team. - Lead and manage advisory engagements, primarily business valuations for financial reporting, as well as financial modeling, FP&A, and M&A projects. - Serve as a client contact, building trusted relationships with executives, founders, and finance leaders. - Translate complex financial data into clear insights, recommendations, and deliverables for client decision-making. - Manage engagement economics, timelines, scope, and staffing to ensure high-quality, on-time delivery. - Perform, manage and review business valuations for financial reporting, tax planning, litigation support, and M&A support. - Develop and review financial models, including option pricing models, Monte Carlo analyses, forecasts, budgets, and scenario analyses. - Ensure analyses comply with applicable accounting standards (e.g., ASC 350/360, ASC 805, ASC 820) and valuation best practices. - Support clients with KPI development, cash flow analysis, and performance reporting. - Participate in internal reviews, quality control procedures, and knowledge-sharing initiatives. - Support engagements related to complex securities, including equity-based compensation, derivatives, and other financial instruments. - Supervise, mentor, and review the work of senior associates and associates, providing technical guidance, coaching, and performance feedback. - Collaborate closely with the Armenia-based advisory team to ensure alignment on methodologies, quality standards, and deadlines. - Act as a bridge between U.S. based leadership and the Armenia advisory team, including semi-annual travel to Armenia. - Contribute to process improvements, workflow optimization, and knowledge-sharing initiatives across teams. - Assist with proposal development, scoping, and pricing of advisory engagements. - Identify opportunities to expand advisory services with existing clients through networking and events. - Contribute to thought leadership, internal best practices, and practice development initiatives. Qualifications - Bachelor’s degree in Finance, Accounting, Economics, Mathematics, Statistics or a related field. - CPA or CFA license preferred. - 6–10+ years of experience in valuations for financial reporting (GAAP). - Prior experience at a public accounting firm or professional services environment. - Experience managing client engagements and leading project teams. - Strong technical knowledge of valuation methodologies and financial modeling. - Exposure to U.S. GAAP financial reporting and valuation standards. - Familiarity with complex securities concepts such as stock options, warrants, convertible instruments, equity compensation and Monte Carlo simulations. - Advanced proficiency in Excel and financial modeling tools. - Excellent written and verbal communication skills, with the ability to explain complex concepts clearly. - Proven leadership, mentoring, and people management capabilities. - Strong organizational and project management skills. - Ability to work effectively across cultures and time zones and travel semi-annually to Armenia. Benefits You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment.

This description is a summary of our understanding of the job description. Click on 'Apply' button to find out more. Role Description Holthouse Carlin & Van Trigt LLP is seeking a skilled and motivated Legal Counsel to join our legal team. Reporting directly to the General Counsel/Partner, this individual will play a crucial role in providing legal guidance and support across various areas of our operations. - Provide timely and strategic legal advice on a wide range of legal matters, such as contracts, client matters, privacy, regulatory compliance, licensing, insurance, firm governance, risk management, ethics, and employment matters. - Conduct legal risk assessments, provide recommendations to colleagues on potential risks and opportunities, and offer proactive solutions to mitigate legal exposure and enhance business efficiency and effectiveness. - Monitor legal and regulatory developments relevant to the firm’s operations, assessing their impact, and develop and implement compliance strategies and policies to mitigate legal risks. - Advise colleagues on legal issues, compliance requirements, and best practices designed to promote a culture of risk management, legal awareness, and accountability within the firm. - Draft, review, and negotiate client engagement agreements, vendor contracts (including SAAS), nondisclosure agreements, data processing addenda, and leases. - Handle subpoenas for documents and/or depositions or trial testimony. - Develop, update, and implement firm policies and procedures to ensure alignment with legal and regulatory requirements and to promote ethical conduct and integrity. - Collaborate with business teams to structure agreements that protect the firm’s interests while supporting commercial objectives. Qualifications - Juris Doctor (JD) degree from an accredited law school - Admission to the California State Bar and in good standing - 3-6 years of experience practicing law in-house or at a law firm Requirements - Excellent analytical, problem-solving, legal research, and decision-making skills - Exceptional written and verbal communication and interpersonal skills, with careful attention to detail and the ability to collaborate effectively with stakeholders at all levels of the firm - Proven ability to manage multiple projects simultaneously, prioritize tasks, and meet deadlines in a fast-paced environment - High level of integrity, professionalism, and curiosity - An appreciation for, and understanding of, the importance of client confidentiality - Team-oriented with a willingness to tackle any assignment - An ability to multi-task Benefits You Matter - HCVT provides a variety of benefits and perks that help sustain a healthy and thriving work environment. Salary Range A reasonable estimate of the range for this position is $225,000-$300,000.

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 client engagements for our teams to work on—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. HCVT is built on partnership, expertise, and a commitment to excellence. As a Tax Principal in our Tax practice, you’ll have the opportunity to lead meaningful client relationships, influence firm strategy, and shape the next generation of tax professionals. Bring your technical expertise, leadership experience, and entrepreneurial mindset — and be part of a firm that values people as much as performance. Your role and responsibilities Provide top-level review of federal and multi-state income tax returns for individuals, partnerships, corporations, trusts and related workpapers Perform technical research and write correspondences Lead and trains teams of staff, seniors and managers Oversee planning and scheduling of engagements Create engagement budgets and in charge of billings Ensure quality of work product Monitor work-flow Coordinate constant flow of internal and external communication Maintain and develop business with existing and prospective clients Work closely with clients to advise on income tax issues and related tax planning To be successful, these are the skills, qualities and experience you will need 10+ years of recent technical tax experience Proficient in the taxation of partnerships, limited liability companies and other similar flow-through entities; private equity tax expertise preferred Licensed CPA or JD Capable of running mid-size to large client engagements 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 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.