Tax Senior Manager, Private Client Group

Anchin

New York, NY, US
Base: $160,000 to $220,000; bonus/equity: not spec...
On-site
Fiduciary taxation and estate planning
High-net-worth client service
Trust and estate planning strategies
Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families

Job Summary

  • Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families.
  • This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, and collaborating with the client’s other financial advisors.
  • The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

Matching Summary

Anchin is seeking a Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families.

Salary

Base: $160,000 to $220,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits package

Skills & Requirements

Must-have

  • Fiduciary taxation and estate planning
  • High-net-worth client service
  • Trust and estate planning strategies
  • Client relationship management
  • Tax law compliance

Nice-to-have

  • Collaborate with legal professionals
  • Develop sophisticated strategies
  • Foster strong client relationships
  • Provide expert advice
  • Team leadership and development

Key Requirements

  • 8+ years of experience
  • Bachelor's degree in law, accounting, finance, or related field
  • Juris Doctor (JD) degree and/or CPA certification preferred
  • Strong knowledge of trust and estate laws, tax laws, and regulations

Work Rights

Not specified

Tailored Resume

Cover Letter