High Net Worth Tax Advisor

6 days ago


Palm Beach Gardens, Florida, United States Anchin Full time

We are seeking a highly skilled and experienced High Net Worth Tax Advisor to join our team at Anchin, a leading Certified Public Accounting and Consulting firm.

This role involves providing expert tax advisory services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships.

The successful candidate will have extensive experience in managing client relationships, overseeing tax compliance, and providing strategic tax planning advice to optimize clients' financial positions.

Key Responsibilities:

  • Serve as the primary point of contact for high-net-worth clients and family offices, building and maintaining strong relationships based on trust and expertise.
  • Oversee the preparation and review of complex tax return filings for individuals, family investment partnerships, trust, gift, and estate tax returns.
  • Understand clients' financial goals and objectives, providing personalized tax planning and advisory services.
  • Ensure compliance with federal, state, and local tax laws and regulations.
  • Conduct in-depth analysis of clients' financial situations to identify tax-saving opportunities and minimize liabilities.
  • Develop and implement comprehensive tax strategies to optimize clients' financial positions.
  • Supervise and mentor junior staff, providing technical guidance and fostering professional development.
  • Collaborate with partners and senior management to develop and implement training programs for staff members.
  • Stay abreast of changes in tax laws and regulations, assessing their impact on clients and advising accordingly.

Requirements:

  • Bachelor's degree in accounting, finance, or related field.
  • CPA certification preferred.
  • 4+ years of experience in tax compliance and advisory services for high-net-worth individuals and families.
  • Strong knowledge of federal, state, and local tax laws and regulations.
  • Excellent analytical and problem-solving skills.
  • Exceptional client relationship management abilities.
  • Proficiency in tax software and Microsoft Office Suite.
  • Strong leadership and team management skills.

Benefits:

  • A competitive annual salary of $120,000 - $140,000 based on individual's experience level.
  • An opportunity to work with a reputable accounting firm.
  • A collaborative and dynamic work environment.

About Anchin:

Anchin is a New York City-based Certified Public Accounting and Consulting firm with a Long Island and Florida presence. We provide expert financial advisory services to companies across a diverse range of industries.

We are committed to providing access, equal opportunity, and reasonable accommodation for individuals with disabilities in employment, our services, programs, and activities.



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