Tax Senior Associate, Private Client Group
Listed on 2026-08-26
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Finance & Banking
Tax Accountant, Tax Manager, Accounting & Finance, Tax Advisor -
Accounting
Tax Accountant, Tax Manager, Accounting & Finance, Tax Advisor
About The Role
Title:
Tax Senior Associate, Private Client Group
Department:
Tax, Private Client Group
Supervises:
Junior Associates
Role Type:
Full-time
Location:
New York, NY, Palm Beach Gardens, FL, or Boca Raton, FL (Hybrid)
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...
- 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.
- Conduct research on complex tax issues and provide innovative solutions to clients.
- in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships.
- The Tax Supervisor will play a key
- Education:
- Bachelor's degree in accounting, finance, or related field.
- CPA certification preferred.
- Posted 23 Jul 2026
- Expires 20 Aug 2026
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