Trust and Estates Tax Partner, Private Client Group

🕒 July 6, 2025

🏢🏡 New York City – Hybrid

💵 $220k - $500k / year

⏰ Full Time

🟠 Senior

🔴 Lead

💰 Tax

🦅 H1B Visa Sponsor

This company has sponsored H1B visas in the past.

Apply Now

Find Similar Remote Jobs

Receive Emails For Remote Jobs

📊 Check your resume score for this job

Improve your chances of getting an interview by checking your resume score before you apply.

Upload Resume

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

• Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.). • Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities. • Address technical issues and provide guidance on complex trust and estate structures. • Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters. • Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust. • Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning. • Mentor and develop the team to foster a culture of collaboration and continuous learning. • Delegate effectively while ensuring work quality and adherence to deadlines. • Participate in internal training programs to share expertise and enhance team capabilities. • Lead marketing and networking efforts to attract new clients and expand existing relationships. • Collaborate with other practice areas to deliver integrated solutions to clients. • Represent the firm at industry events and conferences. • Manage risk exposure through thorough review and documentation of tax positions. • Maintain confidentiality and handle sensitive client matters with discretion.

🎯 Requirements

• Bachelor’s degree in Accounting, Taxation, or a related field. • CPA certification preferred. • Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.

🏖️ Benefits

• Anchin provides comprehensive benefits, which you can view here.