Title: Tax Senior Associate, Private Client Group
Department: Tax, Private Client Group
Supervises: Junior Associates
Role Type: Full-time
Location: New York, NY (Hybrid)
ABOUT THE POSITION:We are seeking a highly skilled and motivated Tax Senior Associate to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions.
RESPONSIBILITIES:- Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
- Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
- Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
- Ensure compliance with federal, state, and local tax laws and regulations.
- Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
- Develop and implement comprehensive tax strategies to optimize clients' financial positions.
- Supervise and mentor junior staff, providing technical guidance and fostering professional development.
- Collaborate with partners and senior management to develop and implement training programs for staff members.
- Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
- Conduct research on complex tax issues and provide innovative solutions to clients.
QUALIFICATIONS:Education:- Bachelor's degree in accounting, finance, or related field.
- CPA certification preferred.
Experience:- 3 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Excellent analytical and problem-solving skills.
- Exceptional client relationship management abilities.
- Proficiency in tax software and Microsoft Office Suite.
- Strong leadership and team management skills.
Compensation:- Competitive annual salary in the range of$90,000 to $145,000 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.
