Title: Trust and Estates Tax Principal, Private Client Group
Department: Private Client Group
Supervises: Trust and Estates Tax Team
Role Type: Full-time
Location: New York, NY (Hybrid)
ABOUT THE POSITION:Anchin is looking for a Trust and Estates Tax Principal within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.
RESPONSIBILITIES:- Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.).
- Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities.
- Address technical issues and provide guidance on complex trust and estate structures.
- Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
- Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
- Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
- Mentor and develop the team to foster a culture of collaboration and continuous learning.
- Delegate effectively while ensuring work quality and adherence to deadlines.
- Participate in internal training programs to share expertise and enhance team capabilities.
- Lead marketing and networking efforts to attract new clients and expand existing relationships.
- Collaborate with other practice areas to deliver integrated solutions to clients.
- Represent the firm at industry events and conferences.
- Manage risk exposure through thorough review and documentation of tax positions.
- Maintain confidentiality and handle sensitive client matters with discretion.
QUALIFICATIONS:Education:- Bachelor's degree in Accounting, Taxation, or a related field.
- CPA, EA or Law License required.
Experience:- 15+ years of experience in trust and estates tax services, with a significant portion in a leadership role.
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.
