Tax Partner Private Client Group

Trust & Estates Partner

Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice to high-net-worth families with emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private foundations, and other aspects of wealth management.

• Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
• Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
• Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
• Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
• Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
• Work with outside attorneys and assist clients in protecting their assets through trusts, limited liability entities, and family partnerships.
• Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions.

• 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.
• Strong knowledge of federal and state tax laws related to trusts and estates.
• Excellent communication skills, both written and verbal, for effective client interactions.
• Exceptional analytical and problem-solving abilities.

Salary Type: Annual Salary

Salary Min: $250,000

Salary Max: $500,000

Currency Type: USD