HNW Tax Partner/Director Private Client Group

Title: HNW Tax Partner/Director – Private Client Group            

Department: Tax, Private Client Group   

Supervises: Senior Managers and staff

Role Type: Full-time            

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

Anchin is consistently recognized as one of the “Best of the Best” accounting firms in the country, a Best Place to Work in New York City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

Anchin is seeking an experienced High-Net-Worth (HNW) Tax Partner to lead and expand our private client tax practice. This role is responsible for delivering strategic tax planning, compliance, and advisory services to high-net-worth individuals, families, and their related entities, including family partnerships, trusts and estates. The ideal candidate will have deep expertise in complex tax matters, strong leadership and management skills, and a proven ability to drive business growth.

RESPONSIBILITIES:

• Ensure timely and accurate tax compliance for individual, fiduciary, and related entity tax filings while mitigating risks.


• Deep technical skills around individual and trust tax law.


• Develop and foster close relationships with clients and their advisors, providing exceptional service throughout the year.


• Identify opportunities for value added services for clients, including tax efficiencies, estate and gift planning and other related matters.


• Lead a team of tax professionals, fostering a culture of excellence, professional growth, and client service.


• Identify and pursue new business opportunities by building relationships with attorneys, wealth advisors, and other referral sources.


• Stay updated on evolving tax laws and industry trends impacting HNW clients, ensuring compliance and proactive tax planning.


• Work closely with estate attorneys, investment advisors, and family office professionals to provide comprehensive wealth management solutions.

QUALIFICATIONS:

Education:

• Bachelor’s degree in Accounting, Taxation, or related field. 


• CPA preferred. 

Experience:

• 12+ years of experience specializing in HNW tax advisory, with leadership experience.


• Deep knowledge of federal and state tax laws, estate and gift tax regulations, and wealth transfer strategies.


• Strong business development skills with a track record of growing and managing a book of business.


• Exceptional client relationship management and communication skills.

Compensation:

• Competitive annual salary in the range of $200,000 to $500,000+, based on individual’s experience level. 

Anchin provides comprehensive benefits, which you can view here. 

Attributes:

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.


• Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively.


• Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally.


• Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.


• Technical Proficiency: Deals with technical issues comfortably and can complete work at a high level of proficiency.


• Being Resilient: Shows confidence under pressure, maintains a positive attitude despite adversity.


• Action Oriented: Proactively seeks out new and challenging work.


• Trustworthiness: Keeps confidences and develops a reputation for being honest and ethical.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at [email protected]