This role was sourced from publicly available employer career information. It is not a paid or sponsored listing, and no employer endorsement is implied. Apply directly with the employer.
About the role
Title: HNW Tax Partner/Director – Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based 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.
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...
Responsibilities
Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.
Deep technical
Requirements
around individual and trust tax law.
Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.
Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.
Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.
Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.
Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning.
Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.
Qualifications
Education:
Bachelor’s degree in Accounting, Taxation, or related field.
CPA preferred.