Anchin · 2 months ago
Tax Senior Manager, Private Client Group
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$160K/yr - $220K/yr
8+ years expAnchin is a New York City based Certified Public Accounting and Consulting firm that provides expert financial advisory to companies across diverse industries. They are seeking a Tax Senior Manager specializing in fiduciary taxation and estate planning to manage a team and service high-net-worth individuals and families, ensuring compliance with tax laws and fostering strong client relationships.
Accounting
Responsibilities
Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns
Build and maintain strong relationships with high-net-worth clients and their families
Understand clients' financial goals, objectives, and family dynamics
Provide expert advice on trust and estate planning strategies tailored to individual client needs
Provide guidance, training, and support to team members
Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals
Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives
Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents
Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes
Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors
Stay updated on changes in tax laws and advise clients on tax-efficient strategies
Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients
Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs
Work with legal counsel to resolve disputes and challenges related to trusts and estates
Qualification
Required
Bachelor's degree in law, accounting, finance, or related field
8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients
Strong knowledge of trust and estate laws, tax laws, and regulations
Excellent leadership and team management skills
Exceptional communication and interpersonal skills for building and maintaining client relationships
Detail-oriented with a high level of accuracy in work
Ability to analyze complex financial situations and develop customized solutions
Strong organizational skills and ability to manage multiple client relationships and projects simultaneously
Preferred
A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred
Company
Anchin
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.
501-1000 employees
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 StageLeadership Team
Stephen Plattman
Partner
Recent News
2025-12-05
2025-11-24
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