Trust and Estates Tax Principal, Private Client Group

US Tax Jobs; New York (NY); Hybrid; USD 260,000 - 380,000; Full time

Job summary

Anchin in New York City seeks a Trust and Estates Tax Principal to lead the Private Client Group. You will oversee the preparation and review of estate, gift, and fiduciary tax returns, and guide planning strategies for high-net-worth clients.

This senior role requires deep expertise in trust and estate taxation, mentorship of a tax team, and collaboration with other practice areas, with a hybrid New York location.

Qualifications

• Education: Bachelor's degree in Accounting, Taxation, or a related field.
• CPA, EA or Law License required.

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.

Education

Bachelor's degree in Accounting, Taxation, or a related field

CPA, EA or Law License required

Job description

Title: Trust and Estates Tax Principal, Private Client Group Department: Private Client Group Supervises: Trust and Estates Tax Team Role Type: Full-time 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...

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.

Requirements

15+ years of experience in trust and estates tax services, with a significant portion in a leadership role.

Qualifications

• Education:


• Bachelor's degree in Accounting, Taxation, or a related field.


• CPA, EA or Law License required.

Source information

• Source company: Anchin


• Source location: New York, NY


• Category: Private Client Tax


• Sourced 3 Jun 2026


• Last checked 20 Aug 2026

View original source

This role was sourced from publicly available employer career information. It is not a paid or sponsored listing, and no employer endorsement is implied.

Dates

• Posted 20 Aug 2026


• Expires 17 Sept 2026