Title: 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 POSITION:Anchin is seeking a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.
The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.
RESPONSIBILITIES:- Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
- Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
- Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
- Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
- Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
- Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
- Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
- Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.
QUALIFICATIONS:Education:- Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
- CPA preferred.
Experience:- 10+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
- Demonstrated experience with individual, trust, estate, and partnership tax matters.
- Prior experience supervising teams and reviewing complex tax work.
- Strong interpersonal skills with the ability to build credibility with clients and colleagues.
- Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.
Compensation:- Competitive annual salary in the range of $200,000 to $350,000, 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.
