Tax Senior Manager - Private Client Group

🕒 July 6, 2025

🏢🏡 New York City – Hybrid

💵 $160k - $220k / year

⏰ Full Time

🟠 Senior

💰 Tax

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Anchin

WebsiteLinkedInAll Job Openings

201 - 500 employees

Anchin is a leading accounting, tax and advisory firm, specializing in the needs of privately-held companies, investment funds and high-net-worth individuals and families. Its highly-focused industry specialization helps clients overcome challenges and achieve their financial objectives with exceptional confidence. Consistently recognized in respected “best of” lists for service, firm management and employee satisfaction, Anchin prioritizes partner-level engagement, and commitment to employee happiness. The full-service firm, with a staff of 450, including more than 60 partners, provides a wide range of assurance, financial reporting, tax and advisory services, including tax strategies and compliance; tax credits and incentives; state and local and international tax strategies, family office strategies management and succession advisory; growth, transition and exit strategies; transaction advisory; client accounting advisory services; cybersecurity and digital risk solutions; and litigation support, forensic accounting and valuation services. Anchin has offices in New York City, Uniondale, New York, and in Boca Raton, Florida, and is an independent member of BKR International, a network of more than 160 firms with over 500 offices in over 80 countries around the world. Discover what’s possible by visiting us online at www.anchin.com.

📋 Description

• Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns. • Build and maintain strong relationships with high-net-worth clients and their families. • Understand clients' financial goals, objectives, and family dynamics. • Provide expert advice on trust and estate planning strategies tailored to individual client needs. • Provide guidance, training, and support to team members. • Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family’s goals. • Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives. • Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents. • Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes. • Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors. • Stay updated on changes in tax laws and advise clients on tax-efficient strategies. • Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients. • Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs. • Work with legal counsel to resolve disputes and challenges related to trusts and estates.

🎯 Requirements

• Bachelor’s degree in law, accounting, finance, or related field. • A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred. • 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients. • Strong knowledge of trust and estate laws, tax laws, and regulations. • Excellent leadership and team management skills. • Exceptional communication and interpersonal skills for building and maintaining client relationships. • Detail-oriented with a high level of accuracy in work. • Ability to analyze complex financial situations and develop customized solutions. • Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

🏖️ Benefits

• Competitive annual salary in the range of $160,000 to $220,000 based on individual’s experience level. • Anchin provides comprehensive benefits, which you can view here.