Tax Manager, Private Client Group

Title: Tax Manager, Private Client Group

Department: Private Client Group

Supervises: Supervisors

Role Type: Full time

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

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

Anchin’s Private Client Group is looking for a Tax Manager who will be responsible for providing expert tax advice and services to high-net-worth individuals and family offices. This role will include oversight, management, and detailed review of complex income tax filings for individuals, trusts, family investment partnerships, gift, and estate tax returns, interpreting tax law changes, and ensuring compliance with tax regulations. The Tax Manager will be involved in developing tax-efficient strategies, managing client relationships, and overseeing a team of tax professionals.

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.
  
  

Qualifications

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.
• Ability to work under pressure and meet deadlines.
  
  

Compensation

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

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