Private Client TaxAnchinNew York, NY
<p style="text-align: left; line-height: 1;"><strong>Title:</strong> Trust and Estates Tax Partner, Private Client Group&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<strong> </strong></p> <p style="text-align: left; line-height: 1;"><strong>Department:&nbsp;</strong>Private Client Group&nbsp; &nbsp;</p> <p style="text-align: left; line-height: 1;"><strong>Supervises:</strong> Trust and Estates Tax Team</p> <p style="text-align: left; line-height: 1;"><strong>Role Type:</strong> Full-time&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</p> <p style="text-align: left; line-height: 1;"><strong>Location:</strong> New York, NY (Hybrid)</p> <p><strong>ABOUT THE COMPANY:</strong></p> <p>Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.</p> <p>Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.</p> <p><strong>ABOUT THE POSITION:</strong></p> <p>Anchin is looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.</p> <p><strong>RESPONSIBILITIES:</strong></p> <ul> <li>Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).</li> <li>Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.</li> <li>Address technical issues and provide guidance on complex trust and estate structures.</li> <li>Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.</li> <li>Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.</li> <li>Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.</li> <li>Mentor and develop the team to foster a culture of collaboration and continuous learning.</li> <li>Delegate effectively while ensuring work quality and adherence to deadlines.</li> <li>Participate in internal training programs to share expertise and enhance team capabilities.</li> <li>Lead marketing and networking efforts to attract new clients and expand existing relationships.</li> <li>Collaborate with other practice areas to deliver integrated solutions to clients.</li> <li>Represent the firm at industry events and conferences.</li> <li>Manage risk exposure through thorough review and documentation of tax positions.</li> <li>Maintain confidentiality and handle sensitive client matters with discretion.</li> </ul> <p><strong>QUALIFICATIONS:</strong></p> <p><strong>Education:</strong></p> <ul> <li>Bachelor’s degree in Accounting, Taxation, or a related field.</li> <li>CPA certification preferred.&nbsp;</li> </ul> <p><strong>Experience:</strong></p> <ul> <li>Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.</li> </ul> <p><strong>Compensation:</strong></p> <ul> <li>Competitive annual salary in the range of $200,000 to $500,000, based on individual’s experience level.&nbsp;</li> </ul> <p><span class="ui-provider bbq bbr bbs bbt bbu bbv bbw bbx bby bbz bca bcb bcc bcd bce bcf bcg bch bci bcj bck bcl bcm bcn bco bcp bcq bcr bcs bct bcu bcv bcw bcx bcy"><span data-teams="true">Anchin provides comprehensive benefits, which you can view<strong> <a href="https://www.anchin.com/careers/benefits/">here</a></strong>.&nbsp;</span></span></p> <p><strong>Attributes:</strong></p> <ul> <li><u>Accountability</u>: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.</li> <li><u>Communicates Effectively</u>: Delivers messages in a clear and concise manner, listens attentively.</li> <li><u>Strong Interpersonal Skills:</u> Relates comfortably to all levels of people, both internally and externally.</li> <li><u>Nimble Learner</u>: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.</li> <li><u>Technical Proficiency</u>: Deals with technical issues comfortably and can complete work at a high level of proficiency.</li> <li><u>Being Resilient</u>: Shows confidence under pressure, maintains a positive attitude despite adversity.</li> <li><u>Action Oriented</u>: Proactively seeks out new and challenging work.</li> <li><u>Trustworthiness</u>:...
View detailsPrivate Client TaxAnchinNew York, NY
<p style="text-align: left; line-height: 1;"><strong>Title:</strong> Tax Partner, Real Estate&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;<strong> </strong></p> <p style="text-align: left; line-height: 1;"><strong>Department:</strong> Tax, Real Estate</p> <p style="text-align: left; line-height: 1;"><strong>Supervises:</strong> Directors&nbsp;</p> <p style="text-align: left; line-height: 1;"><strong>Role Type:</strong> Full-time&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp;</p> <p style="text-align: left; line-height: 1;"><strong>Location:</strong> New York, NY (Hybrid)</p> <p><strong>ABOUT THE COMPANY:</strong></p> <p>Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.</p> <p>Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.</p> <p><strong>ABOUT THE POSITION:</strong></p> <p>As a Tax Partner in the Real Estate group here at Anchin, you will play a pivotal role in providing strategic tax guidance and solutions to clients within the real estate industry. You will be responsible for leading and managing tax engagements, developing client relationships, and contributing to the overall growth and success of the tax practice. The ideal candidate will possess extensive knowledge of real estate tax regulations, excellent leadership skills, and a proven track record of delivering high-quality client service.</p> <p><strong>RESPONSIBILITIES:</strong></p> <ul> <li>Provide expert tax advice to real estate clients, including developers, investors, and property management firms.</li> <li>Analyze and interpret complex tax regulations and legislation affecting the real estate industry.</li> <li>Develop and implement tax strategies to optimize clients' financial positions and achieve their business objectives.</li> <li>Lead and manage tax engagements related to real estate, ensuring timely and accurate delivery of services.</li> <li>Oversee the preparation and review of complex tax returns, ensuring compliance with relevant regulations.</li> <li>Monitor and manage client relationships, addressing client needs, and identifying opportunities for additional services.</li> <li>Provide leadership and mentorship to a team of tax professionals, fostering a collaborative and high-performance work environment.</li> <li>Conduct training sessions to enhance the team's technical expertise in real estate taxation.</li> <li>Collaborate with other practice areas and departments to deliver integrated client solutions.</li> <li>Actively participate in business development activities, including identifying new client opportunities and expanding existing relationships.</li> <li>Contribute to the development of marketing strategies to promote the real estate tax practice.</li> <li>Stay informed about industry trends and market developments to identify potential opportunities for the firm.</li> <li>Ensure compliance with internal policies and external regulations.</li> <li>Mitigate potential risks associated with tax engagements through effective risk management strategies.</li> </ul> <p><strong>QUALIFICATIONS:</strong></p> <p><strong>Education:</strong></p> <ul> <li>Bachelor's Degree in Accounting, Finance, or a related field.</li> <li>CPA preferred.</li> </ul> <p><strong>Experience:</strong></p> <ul> <li>12+ years of experience in real estate tax, including a proven track record of successful tax planning and compliance.</li> <li>Strong knowledge of federal, state, and local tax laws and regulations affecting the real estate industry.</li> <li>Excellent communication and interpersonal skills, with the ability to build and maintain client relationships.</li> <li>Proven leadership and management skills, with the ability to lead and inspire a team.</li> <li>Business development experience, including a successful track record of client acquisition and retention.</li> <li>High-level analytical and problem-solving skills.</li> </ul> <p><span class="ui-provider bbq bbr bbs bbt bbu bbv bbw bbx bby bbz bca bcb bcc bcd bce bcf bcg bch bci bcj bck bcl bcm bcn bco bcp bcq bcr bcs bct bcu bcv bcw bcx bcy"><strong>Compensation:</strong> </span></p> <ul> <li><span class="ui-provider bbq bbr bbs bbt bbu bbv bbw bbx bby bbz bca bcb bcc bcd bce bcf bcg bch bci bcj bck bcl bcm bcn bco...
View detailsPrivate Client TaxGrassiJericho, NY (+1 location)
<p><strong><u>About Grassi</u></strong></p> <p>After more than 40 years of business growth and industry change, Grassi has redefined what it means to be an advisor and accountant to today’s businesses and individuals. Nationally ranked as one of the largest and fastest-growing accounting firms in the nation, Grassi is a leading provider of advisory, tax, and accounting services across key sectors including construction, architecture and engineering, not-for-profit, healthcare, manufacturing and distribution, financial services, real estate, and more. Several publications have ranked us among the top accounting firms to work for, highlighting our strength in work-life balance, culture, and wellness categories.</p> <p>With over 550 employees and eleven offices spanning the New York Metropolitan Area, Long Island, the Northeast, Florida, New England, Denver and an international presence in Italy, we are strategically positioned to serve clients locally and globally. In 2023, Grassi became an employee-owned company by implementing an ESOP, establishing our independence and empowering our people to drive the firm’s future success. The ESOP ensures that equity partners and all Grassi U.S. employees have the exclusive opportunity to own the firm’s stock, making them integral to the company’s future.</p> <p><strong><u>Job Summary</u></strong></p> <p>We are currently seeking a <strong>Trust &amp; Estate Tax Manager</strong> to join our team in either our <strong>Jericho, NY </strong>or<strong> New York, NY </strong>office location<strong>.</strong>&nbsp;This role offers an exciting opportunity to be part of a dynamic and growing firm.</p> <p><strong>Responsibilities include, but are not limited to:</strong></p> <ul> <li>Researching, complying, planning and administering the following: fiduciary income tax returns, estate &amp; gift tax returns</li> <li>Directing tax seniors and staff accountants; ensuring that assignments are accomplished within the budgeted time</li> <li>Interacting with clients to discuss issues regarding tax information throughout the year</li> <li>Developing technical knowledge through participation in organization meetings, training programs, attending industry events and participation in research activities<strong><br><br></strong></li> </ul> <p><strong><u>Qualifications</u></strong></p> <ul> <li>Bachelor's degree in Accounting required</li> <li>Minimum of 7+ years of progressive tax preparation, review and supervisory experience; previous experience in public accounting preferred</li> <li>CPA or EA license required</li> <li>Excellent interpersonal, organizational, initiative, and leadership skills</li> <li>Strong written and verbal communication skills</li> <li>Proficient with a computer software packages and platforms including Microsoft Office Suite, Tax software, ProSystems Engagement and CCH Axcess</li> <li>Ability to manage multiple priorities in a deadline-driven environment</li> <li>Ability to work additional hours as needed</li> <li>Ability to work in a team environment, supervise staff and lead projects</li> <li>Maintains a high level of professionalism and consistently demonstrates respect for others</li> </ul> <p><strong>&nbsp;</strong></p> <p><strong><u>Why Grassi?</u></strong></p> <p>Our firm is consistently ranked by Vault.com and the Best Places to Work group for our commitment to compensation, paid time off, work-life balance, culture and more.&nbsp;Some of the ways we accomplish this include:</p> <p><strong>Flexibility:</strong> Our work-life balance initiatives include generous paid time off, flexible “Dress for Your Day” dress code, telecommuting options, flex-time policies, and summer hours, enhanced by our Floating Summer Friday’s program, which allows team members three extra Fridays off during the summer months in addition to their PTO.</p> <p><strong>Company Culture:</strong> Here at Grassi we are dedicated to creating an environment for our team members that is positive, productive, and aligns with our company’s high standards of inclusivity, diversity, and equity. We work closely with our DEI Council and Grassi Women’s Council to organize events throughout the year to bring the firm together for open dialogue and awareness of global diversity issues. Through our charitable initiative, <em>Grassi Gives Back</em>, we proudly support organizations such as Ronald McDonald House, Toys for Tots, Autism Speaks, Long Island Cares, and many of our nonprofit clients.</p> <p><strong>Benefits Package:</strong> Competitive base compensation with eligibility for a raise and bonus each June or December based on performance metrics and level. Medical,...
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