Tax Planning Specialist for High-Net-Worth Families

3 days ago


New York, New York, United States Anchin Full time
About the Role

We are seeking a Trust and Estates Partner to join our Private Client Group in New York, NY (Hybrid) or Remote. As a key member of our team, you will provide comprehensive tax, accounting, and consulting advice and services to high-net-worth families.

Responsibilities
  • Build and maintain strong relationships with clients, understanding their unique needs and goals.
  • Develop and implement sophisticated tax strategies to minimize tax implications and accomplish family goals.
  • Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
  • Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
Qualifications
  • Bachelor's degree in law, accounting, finance, or related field.
  • CPA certification required.
  • 10+ years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
Compensation

The estimated annual salary for this role is $350,000-$450,000+, based on individual experience level.



  • New York, New York, United States Kforce Full time

    Kforce Client OverviewKforce has a client that is seeking to hire highly skilled Tax Seniors for High Net Worth positions in New York City. The ideal candidate will have complex Individual Tax compliance experience and the ability to learn and grow in this dynamic environment. This role offers a very competitive salary, bonus, and benefits package, including...


  • New York, New York, United States LHH Recruitment Solutions Full time

    Job DescriptionWe are seeking a Senior Tax Accountant to join our team at LHH Recruitment Solutions. As a key member of our financial services organization, you will have the opportunity to work closely with Principals and high-net-worth clients with substantial holdings.This is a great opportunity to move out of public accounting and into an organization...


  • New York, New York, United States Regional CPA firm Full time

    Regional CPA Firm Seeking Tax ManagerWe are seeking a highly experienced Tax Manager / Sr. Tax Manager to join our team at a Regional CPA firm.About the Role:The successful candidate will have extensive experience in high net worth tax planning, preparation, and advisory services. Key responsibilities include managing multiple client engagements, reviewing...


  • New York, New York, United States Jobot Full time

    As a Senior Accounting Professional at Jobot, you will have the opportunity to work with high-net-worth families and individuals, providing expert accounting services and financial guidance. This is a hybrid role, offering a perfect balance between work and personal life.**About Us**Jobot is a leading national registered wealth management and institutional...


  • New York, New York, United States First Citizens Bank Full time

    First Citizens Bank seeks a seasoned professional to join our Wealth Management team as a High Net Worth Client Relationship Manager.About First Citizens BankWe are a leading financial institution committed to delivering exceptional client experiences and fostering long-term relationships with our clients. Our team is dedicated to helping high net worth...


  • New York, New York, United States Bukh Law Firm, PLLC Full time

    Job OverviewBukh Law Firm, PLLC is a prestigious law firm with a focus on high-stakes cases and clientele.We seek well-organized, self-motivated, and reliable NYS admitted attorneys to handle complex Matrimonial, Family, and Litigation matters.The ideal candidate will have 3+ years of experience in handling caseloads with ease.About the RoleHandle high net...


  • New York, New York, United States Creative Financial Staffing Full time

    We are seeking a skilled Lead Tax Professional to join our team in Midtown, Manhattan. In this role, you will work closely with our clients to provide exceptional tax services and support.About the OpportunityThis is an excellent opportunity for a motivated and experienced tax professional to take on a leadership role and contribute to the success of our...


  • New York, New York, United States International Search Consultants Full time

    Job OverviewThis is a Senior Wealth Manager position in our NYC office, where you will provide strategic support to high-net-worth clients by interpreting their investment objectives and designing/implementing a holistic strategy aligning with their values and risk tolerances.About the RoleWe are seeking a talented Senior Wealth Manager with 10+ years of...


  • New York, New York, United States CyberCoders Full time

    About the Company">We're a leading public accounting firm offering tax and advisory services to businesses and high net worth individuals. Our clients span various industries including real estate, construction, manufacturing, technology, private equity, and e-commerce.">Opportunity Overview">This is a remote Senior Tax Manager position with a focus on...


  • New York, New York, United States Winged Keel Group Full time

    About the RoleWe are seeking a highly skilled and experienced Senior Marketing Strategist to lead our Marketing and Communications team at Winged Keel Group. As a key member of our executive team, you will be responsible for developing and executing strategic marketing initiatives that drive business growth and maintain our position as a leading life...


  • New York, New York, United States Wintrust Financial Full time

    Wintrust Financial is seeking a seasoned professional to join their Wealth Services team as a High Net Worth Client Relationship Manager. This dynamic role requires 10+ years of experience in developing and managing relationships with high-net-worth clients, applying deep credit expertise, working knowledge of investment portfolios, and trust solutions.About...


  • New York, New York, United States Alliance Homecare Full time

    Are you a skilled Registered Nurse seeking a challenging role in structured and supportive team dedicated to delivering exceptional in-home care? Alliance Homecare, the premier long-term care provider for high-net-worth families in the NYC metro area, is expanding its elite nursing services. We are searching for a Registered Nurse Care Manager (RNCM) to...


  • New York, New York, United States StaffingForce Full time $225,000 - $315,000 per year

    Role OverviewIn this senior role, you will provide high-level tax and estate planning advice to clients with complex financial situations. This involves analyzing client needs, developing tailored strategies, and implementing tax-effective solutions.


  • New York, New York, United States StaffingForce Full time $225,000 - $315,000 per year

    Role OverviewIn this senior role, you will provide high-level tax and estate planning advice to clients with complex financial situations. This involves analyzing client needs, developing tailored strategies, and implementing tax-effective solutions.


  • New York, New York, United States Withersworldwide Full time

    About the RoleThis exciting opportunity will see you working closely with senior members of our corporate team across all disciplines and transaction types. As a key member of our New York office, you will play a vital role in supporting high net worth domestic and international individuals, families, family offices, and their advisors on complex corporate...


  • New York, New York, United States The Greene Group Full time

    Job DescriptionThe Greene Group is seeking a highly experienced Tax Manager/Director to lead our high net worth tax practice. As a trusted advisor, you will provide tax compliance and consulting services to multi-generational wealthy families and their businesses.Key Qualifications:Bachelor's degree in Accounting or FinanceCPA License or JD required12+ years...


  • New York, New York, United States LHH Recruitment Solutions Full time

    Job Summary:We are seeking a highly skilled Corporate Tax Consultant to join our team. The ideal candidate will have a strong background in tax accounting and be able to work closely with high-net-worth clients.About the Role:As a Corporate Tax Consultant, you will be responsible for managing tax compliance and planning for designated clients. This includes...


  • New York, New York, United States Crimmins Residential Staffing Full time

    Job OverviewA highly skilled Residential Facilities Manager is required to oversee the maintenance, operation, and management of an ultra-high-net-worth family home in New York City. The ideal candidate will have 10+ years of experience in facilities management and be able to ensure the property runs seamlessly.The successful candidate will be responsible...


  • New York, New York, United States LHH Recruitment Solutions Full time

    Our client is a leading financial services organization seeking a Senior Tax Professional to join their team. As a key member, you will work closely with Principals and high-net-worth clients with substantial holdings, managing tax compliance and planning for designated clients. Key responsibilities include preparation of individual, corporate, partnership,...


  • New York, New York, United States LHH Recruitment Solutions Full time

    Job OverviewWe are seeking a seasoned Senior Tax Consultant to join our team at LHH Recruitment Solutions.This is a fantastic opportunity for an experienced tax professional to leverage their skills in tax compliance and planning, providing high-quality services to high-net-worth clients with substantial holdings.Key Responsibilities:Manage tax compliance...