Tax Supervisor, Private Client Group
Tax Supervisor, Private Client Group
Tax Supervisor, Private Client Group
Anchin, Block & Anchin LLP
The Tax Supervisor for the Private Client Group at Anchin will manage client relationships and oversee tax compliance for high-net-worth individuals and entities. This full-time position is based in Palm Beach Gardens or Boca Raton, FL, and involves strategic tax planning and advisory services.
Qualification
- Extensive experience in providing tax services to high-net-worth individuals, trusts, private foundations, estates, and family investment partnerships.
- Strong knowledge of federal, state, and local tax laws and regulations.
- Excellent communication and interpersonal skills to build client relationships.
- Ability to conduct detailed financial analysis and identify tax-saving opportunities.
- Experience in managing and supervising junior staff or teams.
Responsibility
- 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.
