Trust and Estates Tax Partner, Private Client Group
Trust and Estates Tax Partner, Private Client Group
Trust and Estates Tax Partner, Private Client Group
Anchin, Block & Anchin LLP
The Trust and Estates Tax Partner at Anchin, a leading CPA and consulting firm in New York City, will lead the Private Client Group, providing strategic tax advisory and compliance services to high-net-worth individuals and families. This full-time hybrid role emphasizes exceptional client service, complex tax planning, and business development.
Qualification
- Extensive experience in trust and estate taxation
- Strong knowledge of tax laws and regulations
- Proven track record in client relationship management
- Excellent communication and leadership skills
- Ability to mentor and develop team members
- Experience in business development and strategic planning
Responsibility
- Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms 706, 709, 1041, etc.)
- Monitor and interpret changes in tax laws to ensure compliance and proactively identify planning opportunities
- Address technical issues and provide guidance on complex trust and estate structures
- Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters
- Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust
- Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning
- Mentor and develop the team to foster professional growth
