Private Client Tax

Tax Director/Partner, Employee Benefit Plans and Compensation

Anchin

Curated role

New York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL / RemoteRemote$160,000PermanentPartner

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: Tax Director/Partner,&nbsp;Employee Benefit Plans and Compensation Department: Tax, Compensation and Benefits Group Supervises: Senior Managers and below Role Type: Full-time&nbsp; &nbsp;&nbsp; Location: New York, NY, Uniondale, NY, Boca Raton, FL, Palm Beach Gardens, FL (Hybrid), or Remote&nbsp; ABOUT THE COMPANY: 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. Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country,...

Requirements

in tax, with a focus on employee benefits.</li> <li>Strong knowledge of tax regulations, compliance, and reporting

Source information

Source company: AnchinSource location: New York, NY / Uniondale, NY / Boca Raton, FL / Palm Beach Gardens, FL / RemoteCategory: Private Client TaxSeniority: PartnerSourced 3 Jun 2026Last checked 3 Jun 2026

View original source

Dates

Posted 3 Jun 2026Expires 3 Jul 2026

Similar jobs

More Private Client Tax roles

Private Client Tax

Trust and Estates Tax Partner, Private Client Group

AnchinNew York, NY

Title: Trust and Estates Tax Partner, Private Client Group&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Department:&nbsp;Private Client Group&nbsp; &nbsp; Supervises: Trust and Estates Tax Team Role Type: Full-time&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Location: New York, NY (Hybrid) ABOUT THE COMPANY: 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. 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. ABOUT THE POSITION: 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. RESPONSIBILITIES: <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> QUALIFICATIONS: Education: <ul> <li>Bachelor’s degree in Accounting, Taxation, or a related field.</li> <li>CPA certification preferred.&nbsp;</li> </ul> Experience: <ul> <li>Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.</li> </ul> Compensation: <ul> <li>Competitive annual salary in the range of $200,000 to $500,000, based on individual’s experience level.&nbsp;</li> </ul> Anchin provides comprehensive benefits, which you can view <a href="https://www.anchin.com/careers/benefits/">here</a>.&nbsp; Attributes: <ul> <li>Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.</li> <li>Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.</li> <li>Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.</li> <li>Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.</li> <li>Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.</li> <li>Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.</li> <li>Action Oriented: Proactively seeks out new and challenging work.</li> <li>Trustworthiness:...

View details

Private Client Tax

Tax Partner, Real Estate

AnchinNew York, NY

Title: Tax Partner, Real Estate&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp; Department: Tax, Real Estate Supervises: Directors&nbsp; Role Type: Full-time&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Location: New York, NY (Hybrid) ABOUT THE COMPANY: 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. 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. ABOUT THE POSITION: 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. RESPONSIBILITIES: <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> QUALIFICATIONS: Education: <ul> <li>Bachelor's Degree in Accounting, Finance, or a related field.</li> <li>CPA preferred.</li> </ul> Experience: <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> Compensation: <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 details

Private Client Tax

Tax Partner, Financial Services

AnchinNew York, NY (+3 locations)

Title: Tax Partner, Financial Services Department: Tax, Financial Services &nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp;&nbsp; Supervises: Directors and professionals below&nbsp; Role Type: Full-time&nbsp; &nbsp; &nbsp; &nbsp; &nbsp; &nbsp;&nbsp; Location:&nbsp; New York, NY, Uniondale, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert services 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 Best Accounting Firm to Work For Nationwide. ABOUT THE POSITION: The Tax Partner in the Financial Services group here at Anchin will be a senior leadership role responsible for providing strategic tax advice and services to clients within the financial services industry, including private equity, and funds. This role will involve managing client relationships, leading tax planning and compliance efforts, ensuring regulatory adherence, and driving business development initiatives. The Tax Partner will also be responsible for mentoring and developing a team of tax professionals. RESPONSIBILITIES: <ul> <li>Develop and maintain strong relationships with key clients in the financial services industry.</li> <li>Provide high-level tax advisory services, including tax planning, structuring, and compliance.</li> <li>Identify and mitigate tax risks while ensuring compliance with all relevant tax laws and regulations.</li> <li>Keep abreast of changes in tax legislation and ensure clients are informed of relevant updates.</li> <li>Oversee the preparation and review of tax returns, ensuring accuracy and compliance with local, state, and federal regulations.</li> <li>Lead and mentor a team of tax professionals, fostering a collaborative and high-performance culture.</li> <li>Provide guidance and training to staff on technical tax issues and professional development.</li> <li>Identify and pursue new business opportunities within the financial services industry.</li> <li>Develop proposals, pitch to potential clients, and negotiate service agreements.</li> <li>Enhance the firm’s market presence through thought leadership, networking, and participation in industry events.</li> <li>Collaborate with internal teams on cross-functional projects and initiatives.</li> <li>Contribute to the overall strategy and growth of the firm.</li> </ul> Qualifications: Education: <ul> <li>Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.</li> <li>CPA preferred.&nbsp;</li> </ul> Experience: <ul> <li>12+ years of experience in tax, with a focus on the financial services industry.</li> <li>Solid experience working with Private Equity and Hedge Funds.</li> <li>Strong knowledge of tax laws and regulations affecting financial services clients.</li> <li>Proven track record of developing and leading high-performing teams.</li> <li>Great analytical and problem-solving skills.</li> <li>Excellent communication and client relationship skills.</li> <li>Proficient in using tax software and Microsoft Office applications.</li> </ul> Compensation: <ul> <li>Competitive annual salary in the range of&nbsp;$220,000 to $500,000+&nbsp;based on individual’s experience level.</li> </ul> <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...

View details