Tax Senior Manager, Private Client Group
Tax Senior Manager, Private Client Group
Tax Senior Manager, Private Client Group
Anchin, Block & Anchin LLP
Anchin, a recognized Certified Public Accounting and Consulting firm, is seeking a Tax Senior Manager for its Private Client Group. This full-time hybrid role focuses on fiduciary taxation and estate planning for high-net-worth individuals and families, involving team management, client relationship building, and strategic tax guidance.
Qualification
- CPA certification is required.
- Extensive experience in fiduciary taxation and estate planning.
- Strong understanding of tax laws and regulations affecting high-net-worth individuals.
- Proven ability to manage and mentor a team of tax professionals.
- Excellent communication and interpersonal skills to foster client relationships.
Responsibility
- 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.
- Manage a team of tax professionals, ensuring high-quality service delivery and compliance with tax laws.
