Trust and Estates Tax Partner, Private Client Group jobs in United States
cer-icon
Apply on Employer Site
company-logo

Anchin ยท 4 days ago

Trust and Estates Tax Partner, Private Client Group

positionNew York, NY
timeFull-time
remoteHybrid
senioritySenior Level, Lead/Staff, Director/Executive
money$220K/yr - $500K/yr
date12+ years exp

Anchin is a New York City based Certified Public Accounting and Consulting firm that provides expert financial advisory to companies across a diverse range of industries. They are seeking a Trust and Estates Tax Partner within the Private Client Group to provide strategic tax advisory and compliance services to high-net-worth individuals and families, while overseeing complex tax planning and compliance.

Accounting
check
Growth Opportunities
check
H1B Sponsor Likelynote

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

Qualification

TrustEstates TaxCPA certificationTax planningClient relationship managementLeadership experienceTechnical proficiencyNimble learnerResilienceAction orientedInterpersonal skillsEffective communicationTrustworthiness

Required

Bachelor's degree in Accounting, Taxation, or a related field
Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role

Preferred

CPA certification preferred

Benefits

Comprehensive benefits

Company

Anchin

twittertwittertwitter
Glassdoor4.4
company-logo
Anchin is a leading accounting, tax, and advisory firm specializing in the needs of privately held companies, investment funds, and high-net-worth individuals and families.
dateFounded in 1923
location
New York, New York, USA
people-size501-1000 employees
web-link
http://www.anchin.com/

H1B Sponsorship

Anchin has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (13)
2024 (8)
2023 (9)
2022 (3)
2021 (1)

Funding

Current Stage
Late Stage

Leadership Team

leader-logo
Stephen Plattman
Partner
linkedin

Recent News

PR Newswire
Anchin Welcomes New Tax Partner to its Growing Team
2025-12-05
PR Newswire
Anchin Maintains Effective Security Controls According to Recent SOC 2 Report
2025-11-24
PR Newswire
Anchin Announces Key Promotions: Welcoming Six New Partners and Principals Among Seventeen Rising Leaders
2025-10-21
Company data provided by crunchbase