Anchin · 1 week ago
Tax Manager, Private Client Group
New York, NY
Full-time
Hybrid
Senior Level
$140K/yr - $180K/yr
5+ years expAnchin 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. The Tax Manager will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices, overseeing complex income tax filings, and developing tax-efficient strategies while managing client relationships.
Accounting
Responsibilities
Build and maintain strong relationships with high-net-worth clients
Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates and gift taxes
Understand clients' financial goals, assets, and investment portfolios
Provide personalized tax planning and advisory services tailored to individual client needs
Communicate complex tax concepts in an understandable manner to clients
Conduct in-depth analysis of clients' financial situations to identify tax planning opportunities
Develop and implement tax-efficient strategies to minimize clients' tax liabilities
Ensure compliance with local, state, and federal tax laws and regulations
Supervise and mentor junior tax staff
Provide guidance, training, and support to team members
Review the work of team members to ensure accuracy and compliance with tax laws
Stay updated on changes in tax laws, regulations, and industry trends
Conduct research on specific tax issues and provide recommendations to clients
Analyze tax implications of various financial decisions, such as investments and estate planning
Qualification
Required
Bachelor's degree in accounting, finance, or related field
5 + years of experience in tax consulting, preferably with a focus on high-net-worth clients
Strong knowledge of tax laws, regulations, and compliance requirements
Exceptional analytical and problem-solving skills
Excellent communication and interpersonal skills for building and maintaining client relationships
Leadership abilities and experience managing a team of tax professionals
Detail-oriented with a high level of accuracy in work
Ability to work under pressure and meet deadlines
Preferred
A Master's degree or CPA certification is a plus
Benefits
Comprehensive benefits
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
Company data provided by crunchbase