Trust and Estates Tax Partner, Private Client Group

Anchin; New York (NY); Hybrid; USD 220,000 - 500,000; Full time

Job summary

A forward-thinking firm is seeking a Trust and Estates Tax Partner to lead their Private Client Group. This pivotal role involves delivering strategic tax advisory services to high-net-worth individuals and families, overseeing compliance, and driving business development initiatives. The ideal candidate will have extensive experience in trust and estates tax services, a strong background in client relationship management, and a passion for mentoring team members. Join a recognized leader in the accounting industry and contribute to exceptional client service while fostering a collaborative team culture.

Qualifications

• Minimum of 12+ years in trust and estates tax services.
• Leadership experience in tax advisory and compliance.

Responsibilities

• Oversee preparation and review of estate and gift tax returns.
• Provide expert counsel on estate planning and tax strategies.
• Develop and maintain long-term client relationships.

Skills

Trust and Estates Tax Services

Tax Planning

Client Relationship Management

Compliance

Wealth Transfer Strategies

Mentoring

Marketing and Networking

Education

Bachelor’s degree in Accounting

CPA certification

Job description

Trust and Estates Tax Partner, Private Client Group

Join to apply for the Trust and Estates Tax Partner, Private Client Group role at Anchin

Trust and Estates Tax Partner, Private Client Group

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Join to apply for the Trust and Estates Tax Partner, Private Client Group role at Anchin

Title: Trust and Estates Tax Partner, Private Client Group

Department: Private Client Group

Supervises: Trust and Estates Tax Team

Role Type: Full-time

Location: 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 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

• Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).
• Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
• Address technical issues and provide guidance on complex trust and estate structures.
• Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
• Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
• Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
• Mentor and develop the team to foster a culture of collaboration and continuous learning.
• Delegate effectively while ensuring work quality and adherence to deadlines.
• Participate in internal training programs to share expertise and enhance team capabilities.
• Lead marketing and networking efforts to attract new clients and expand existing relationships.
• Collaborate with other practice areas to deliver integrated solutions to clients.
• Represent the firm at industry events and conferences.
• Manage risk exposure through thorough review and documentation of tax positions.
• Maintain confidentiality and handle sensitive client matters with discretion.
  
  

Qualifications

Education:

• Bachelor’s degree in Accounting, Taxation, or a related field.
• CPA certification required.
  
  

Experience

• Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.
  
  

Compensation

• Competitive annual salary in the range of $220,000 to $500,000, based on individual’s experience level.
  
  

Attributes

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.
• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.
• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.
• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.
• Action Oriented: Proactively seeks out new and challenging work.
• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.
  
  

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [e-mail]

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Accounting/Auditing and Finance

• Industries

  Accounting

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