NPAworldwide · 1 month ago
Tax Partner Private Client Group
New York, NY
Full-time
Onsite
Senior Level, Lead/Staff
$250K/yr - $500K/yr
10+ years expNPAworldwide is representing Anchin, a New York City based Certified Public Accounting and Consulting firm. They are seeking a Trust and Estates Partner who will provide comprehensive tax, accounting, and consulting advice to high-net-worth families, focusing on tax planning and compliance.
Recruiting
Responsibilities
Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals
Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals
Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts
Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes
Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations
Work with outside attorneys, assist clients in protecting their assets through various legal means, including the use of trusts, limited liability entities, and family partnerships
Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions
Qualification
Required
Bachelors degree in law, accounting, finance, or related field
CPA certification required
10 + years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning
Strong knowledge of federal and state tax laws related to trusts and estates
Excellent communication skills, both written and verbal, for effective client interactions
Exceptional analytical and problem-solving abilities
Company
NPAworldwide
NPAworldwide is a global recruiting network that facilitates placements that result in split fees.
2-10 employees
Funding
Current Stage
Early StageRecent News
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