Tax Director/Partner, Professional Services

About the role

Anchin is a New York City-based CPA and consulting firm with offices in Long Island and Florida. We provide expert financial advisory to companies across various industries, including the Professional Services sector.

Responsibilities

• Serve as a strategic advisor to clients within the Professional Services industry, delivering high-quality tax planning and compliance solutions for Partnerships, Corporations, and individual shareholders/partners.
• Address complex tax issues and provide innovative solutions to minimize tax liabilities while ensuring compliance with federal, state, and local tax laws.
• Build and maintain strong client relationships, ensuring exceptional client service and satisfaction.
• Lead market-facing initiatives to grow the practice area by identifying new business opportunities and expanding client relationships.
• Represent the firm at industry events, conferences, and networking opportunities to enhance the firm's brand and attract potential clients.
• Mentor and develop a high-performing team of tax professionals, fostering a culture of learning, collaboration, and growth.
• Provide guidance and training to staff on technical tax matters, client communication, and business development strategies.
• Lead performance evaluations and career development discussions, ensuring team members reach their professional goals.
• Stay current with changes in tax laws, regulations, and industry trends, ensuring the firm and clients remain compliant and informed.
• Oversee complex tax compliance engagements, including tax returns and filings.
• Review and approve technical tax research and memos, ensuring accuracy and strategic insight.

Qualifications

• Education: Bachelor's degree in Accounting, Finance, or related field. Certified Public Accountant (CPA) preferred.
• Experience: 10+ years of progressive tax experience in public accounting, with a focus on the Professional Services industry.
• Expertise: Proven expertise in Partnership, Corporation, and individual shareholder/partner tax matters. Expertise in Partnership tax concepts including special allocation and state and local complexities.
• Success: Demonstrated success in business development, client relationship management, and practice growth.
• Leadership: Strong leadership, team development, and mentoring abilities.
• Skills: Excellent communication, analytical, and problem-solving skills. Proficient in using tax software and Microsoft Office applications.

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.
• Technologically Proficient: Ability to apply technology solutions to work.
• 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.

Benefits

Competitive annual salary in the range of $220,000 to $500,000+, based on the individual’s experience level. Anchin provides comprehensive benefits, which you can view here.