Trust And Estates Tax Partner, Private Client Group
Anchin
New York, NY, United States
Base: $220,000 to $500,000; bonus/equity: not spec...
On-site
Strategic tax advisory
Estate, gift, and fiduciary tax returns
Wealth transfer strategies
This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives
Job Summary
This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.
Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.) and monitor and interpret changes in tax laws.
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.
Matching Summary
This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.
Salary
Base: $220,000 to $500,000; Bonus/Equity: Not specified; Benefits: Comprehensive benefits
Skills & Requirements
Must-have
strategic tax advisory
estate, gift, and fiduciary tax returns
wealth transfer strategies
client relationship management
business development initiatives
Nice-to-have
culture of collaboration
continuous learning
risk management
confidentiality and discretion
Key Requirements
Bachelor’s degree in Accounting, Taxation, or related field
CPA certification preferred
Minimum of 12+ years in trust and estates tax services