Tax Senior Associate, Private Client Group

Tax Senior Associate, Private Client Group

New York, NY / Boca Raton, FL / Palm Beach Gardens, FL

Title: Tax Senior Associate, Private Client Group

Department: Tax, Private Client Group

Supervises: Junior Associates

Role Type: Full-time

Location: New York, NY, Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid)

About the Company:

Anchin is a New York City based Certified Public Accounting and Consulting firm with a Long Island and Florida presence that provides expert financial advisory to companies across a diverse range of industries. We offer a full range of integrated accounting, consulting and business management services from tax planning and audits to the most detailed analysis of acquisitions and financial restructuring.

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.

About the Position:

We are seeking a highly skilled and motivated Tax Senior Associate to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize our clients' financial positions.

Responsibilities:

• Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
• Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
• Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
• Ensure compliance with federal, state, and local tax laws and regulations.
• Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
• Develop and implement comprehensive tax strategies to optimize clients' financial positions.
• Supervise and mentor junior staff, providing technical guidance and fostering professional development.
• Collaborate with partners and senior management to develop and implement training programs for staff members.
• Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.
• Conduct research on complex tax issues and provide innovative solutions to clients.

Qualifications:

Education:

• Bachelor's degree in accounting, finance, or related field.
• CPA certification preferred.

Experience:

• 3 + years of experience in tax compliance and advisory services for high-net-worth individuals and families.
• Strong knowledge of federal, state, and local tax laws and regulations.
• Excellent analytical and problem-solving skills.
• Exceptional client relationship management abilities.
• Proficiency in tax software and Microsoft Office Suite.
• Strong leadership and team management skills.

Compensation:

• Competitive annual salary in the range of $90,000 to $145,000 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.

Anchin is an equal opportunity employer who agrees not to discriminate against any employee or job applicant irrespective of race, color, creed, alienage, religion, sex, national origin, age, disability, gender (including gender identity), marital status, sexual orientation, citizenship, or any other characteristic protected by law. Anchin is committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, its services, programs, and activities. To request reasonable accommodation, contact Anchin Recruitment Team at recruit@anchin.com