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Private Client Group Intern Jobs (NOW HIRING)

Director - Private Client Group

New York, NY ยท On-site

$200K - $350K/yr

Director - Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New ...

Director - Private Client Group

New York, NY ยท On-site

$200K - $350K/yr

Director - Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New ...

Director - Private Client Group

New York, NY ยท On-site

$200K - $350K/yr

Director - Private Client Group Department: Tax, Private Client Group Supervises: Senior Managers and staff Role Type: Full-time Location: New York, NY (Hybrid) ABOUT THE COMPANY: Anchin is a New ...

Director, Private Client Group

Manhattan, NY ยท On-site

$200K - $350K/yr

A New York City based Certified Public Accounting and Consulting firm with a New York and Florida presence is seeking to hire a Director, Private Client Group to join their teams. This is a hybrid ...

VP Private Client Group Banker

Miami, FL ยท On-site

$132K - $169K/yr

JOB SUMMARY The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients.

$102K - $130K/yr

JOB SUMMARY The VP Private Client Group Banker is responsible for maintaining, growing, and substantially expanding a strategic book of Ultra High Net Worth (UHNW) and High Net Worth (HNW) clients.

Tax Manager, Private Client Group

New York, NY ยท On-site

$140K - $180K/yr

Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based ...

Private Client Group Support Associate

New Canaan, CT ยท On-site

$17.50 - $24/hr

Private Client Group Support Associate Bankwell is a commercial bank with over $3 billion in assets, specializing in delivering personalized, technology-driven banking solutions to businesses and ...

Tax Manager, Private Client Group

New York, NY ยท On-site

$140K - $180K/yr

Private Client Group Supervises: Supervisors Role Type: Full-time Location: New York, NY, Boca Raton, FL, or Palm Beach Gardens, FL (Hybrid) ABOUT THE COMPANY: Anchin is a New York City based ...

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Private Client Group Intern information

What is the difference between Private Client Group Intern vs Wealth Management Intern?

AspectPrivate Client Group InternWealth Management Intern
CredentialsTypically pursuing finance, economics, or related degrees; internships may require basic financial knowledgeSimilar educational background; focus on client service and financial analysis
Work EnvironmentPrivate banking or wealth management divisions within banks; client-facing and team-basedFinancial firms or banks; involves research, client interaction, and support roles
Industry UsageCommonly used in banking and private wealth sectorsBroader term, often overlapping with private client services

The Private Client Group Intern and Wealth Management Intern roles share similar educational backgrounds and work environments, focusing on client service and financial analysis within banking or financial firms. The main difference lies in terminology, with the Private Client Group Intern emphasizing private banking clients, while Wealth Management Interns may have a broader scope including investment advisory services.

What cities are hiring for Private Client Group Intern jobs?

Cities with the most Private Client Group Intern job openings:

What states have the most Private Client Group Intern jobs?

States with the most job openings for Private Client Group Intern jobs include:

What are popular job titles related to Private Client Group Intern jobs?

For Private Client Group Intern jobs, the most frequently searched job titles are:

Director - Private Client Group

New York, NY โ€ข On-site

Anchin
Accounting Servicesย โ€ขย 201 - 500 employees

$200K - $350K/yr

Full-time

Re-posted 14 days ago


Job description

Title: Director - Private Client Group ย  ย  ย  ย  ย  ย 

Department: Tax,ย Private Client Groupย  ย 

Supervises: Senior Managers and staff

Role Type: Full-timeย  ย  ย  ย  ย  ย ย 

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based 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:

Anchin is seeking a Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.

The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.

RESPONSIBILITIES:

  • Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
  • Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
  • Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
  • Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
  • Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
  • Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
  • Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
  • Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.

QUALIFICATIONS:

Education:

  • Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
  • CPA, EA or Law License required.ย 

Experience:

  • 12+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
  • Demonstrated experience with individual, trust, estate, and partnership tax matters.
  • Prior experience supervising teams and reviewing complex tax work.
  • Strong interpersonal skills with the ability to build credibility with clients and colleagues.
  • Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.

Compensation:

  • Competitive annual salary in the range of $200,000 to $350,000, based on individual's experience level.ย 

Anchin provides comprehensive benefits, which you can view here.ย 

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