Tax Supervisor, Private Client Group jobs in United States
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Anchin · 2 weeks ago

Tax Supervisor, Private Client Group

positionBoca Raton, FL
timeFull-time
remoteHybrid
seniorityMid, Senior Level
money$115K/yr - $142K/yr
date4+ 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 highly skilled Tax Supervisor to manage client relationships, oversee tax compliance, and provide strategic tax planning advice for high-net-worth individuals and families.

Accounting
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Growth Opportunities
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H1B Sponsor Likelynote
Hiring Manager
Sid Ponnuswamy
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Responsibilities

Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise
Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns
Understand clients' financial goals and objectives, providing personalized tax planning and advisory services
Ensure compliance with federal, state, and local tax laws and regulations
Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities
Develop and implement comprehensive tax strategies to optimize clients' financial positions
Supervise and mentor junior staff, providing technical guidance and fostering professional development
Collaborate with partners and senior management to develop and implement training programs for staff members
Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly
Conduct research on complex tax issues and provide innovative solutions to clients

Qualification

CPA certificationTax compliance experienceTax advisory servicesFederal tax laws knowledgeState tax laws knowledgeLocal tax laws knowledgeTax software proficiencyAnalytical skillsClient relationship managementMicrosoft Office SuiteLeadership skillsTeam management skills

Required

Bachelor's degree in accounting, finance, or related field
4 + years of experience in tax compliance and advisory services for high-net-worth individuals and families
Strong knowledge of federal, state, and local tax laws and regulations
Excellent analytical and problem-solving skills
Exceptional client relationship management abilities
Proficiency in tax software and Microsoft Office Suite
Strong leadership and team management skills

Preferred

CPA certification preferred

Benefits

Comprehensive benefits

Company

Anchin

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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

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Stephen Plattman
Partner
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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