Tax Manager, Private Client Group

About the role

Anchin is a Certified Public Accounting and Consulting firm based in New York City with offices in Long Island and Florida. We provide expert financial advisory services to companies across various industries, including tax planning, audits, and detailed analysis of acquisitions and financial restructuring.

Responsibilities

• Build and maintain strong relationships with high-net-worth clients.
• Review complex tax filings for individuals, trusts, family investment partnerships, private foundations, estates, and gift taxes.
• Understand clients' financial goals, assets, and investment portfolios.
• Provide personalized tax planning and advisory services tailored to individual client needs.
• Communicate complex tax concepts in an understandable manner to clients.
• Conduct in-depth analysis of clients' financial situations to identify tax planning opportunities.
• Develop and implement tax-efficient strategies to minimize clients' tax liabilities.
• Ensure compliance with local, state, and federal tax laws and regulations.
• Supervise and mentor junior tax staff.
• Provide guidance, training, and support to team members.
• Review the work of team members to ensure accuracy and compliance with tax laws.
• Stay updated on changes in tax laws, regulations, and industry trends.
• Conduct research on specific tax issues and provide recommendations to clients.
• Analyze tax implications of various financial decisions, such as investments and estate planning.

Requirements

• Education: Bachelor’s degree in accounting, finance, or related field. A Master’s degree or CPA certification is a plus.
• Experience: 5+ years of experience in tax consulting, preferably with a focus on high-net-worth clients.
• Strong knowledge of tax laws, regulations, and compliance requirements.
• Exceptional analytical and problem-solving skills.
• Excellent communication and interpersonal skills for building and maintaining client relationships.
• Leadership abilities and experience managing a team of tax professionals.
• Detail-oriented with a high level of accuracy in work.
• Able to work under pressure and meet deadlines.

Qualifications

• Accountability: Follows through on commitments, does what you say you will do, even requiring some personal sacrifice.
• Communication: Delivers messages in a clear and concise manner, listens attentively.
• 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.
• Resilience: 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

Anchin provides comprehensive benefits, which you can view here.

Pay

Competitive annual salary in the range of $140,000 to $180,000, based on individual’s experience level.

Schedule

The role is offered as a Full-time position with a Hybrid schedule available.