Senior Manager/Director, Private Client Group

Title: Senior Manager/Director, Private Client Group

Department: Private Client Group

Supervises: Tax Managers

Role Type: Full time

Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote

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 City and New York State, and a Best Accounting Firm to Work For Nationwide.

ABOUT THE POSITION:

Anchin is seeking a Senior Manager/Director with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager/Director plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.

RESPONSIBILITIES:

• Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
• Build and maintain strong relationships with high-net-worth clients and their families.
• Understand clients' financial goals, objectives, and family dynamics.
• Provide expert advice on trust and estate planning strategies tailored to individual client needs.
• Provide guidance, training, and support to team members.
• Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals.
• Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
• Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
• Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
• Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
• Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
• Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
• Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
• Work with legal counsel to resolve disputes and challenges related to trusts and estates.

QUALIFICATIONS:

Education:

• Bachelor's degree in law, accounting, finance, or related field.
• A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is a big plus.

Experience:

• 8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
• Strong knowledge of trust and estate laws, tax laws, and regulations.
• Excellent leadership and team management skills.
• Exceptional communication and interpersonal skills for building and maintaining client relationships.
• Detail-oriented with a high level of accuracy in work.
• Ability to analyze complex financial situations and develop customized solutions.
• Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.

Compensation:

• Competitive annual salary in the range of $160,000 to $220,000 based on the individual's experience level.

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