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Tax Senior, Private Client Group
4 months ago
Title: Tax Senior, Private Client Group
Department: Tax, Private Client Group
Supervises: N/A
Role Type: Full time
Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote
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:
As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives.
RESPONSIBILITIES:
- Work directly with clients to assess their financial situations, goals, and objectives.
- Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy and compliance with tax laws.
- Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations.
- Build and maintain strong client relationships, becoming a trusted advisor in tax matters.
- Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations.
- Conduct in-depth research to address complex tax issues and provide innovative solutions.
- Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting.
- Assist clients in understanding their tax obligations and the implications of various financial decisions.
- Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens.
- Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy.
- Assist in training and mentoring junior staff members, sharing your knowledge and expertise.
QUALIFICATIONS:
Education:
- Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification preferred.
Experience:
- 2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment.
- Strong understanding of individual, partnership, trust, estate, and gift taxation.
- Familiarity with tax software and technology for efficient compliance and research.
- Excellent communication and interpersonal skills for building client relationships and working within a team.
- Analytical mindset, attention to detail, and the ability to solve complex problems.
- Commitment to staying updated on changes in tax laws and regulations.
Compensation:
- Competitive annual salary in the range of $90,000 to $125,000 based on the 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
