Customer Service · FL, United States of America · Remote possible
Title: Partner, Private Client Group
Department: Private Client Group
Supervises: Senior Managers and Directors
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 Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice and services to high-net-worth families with an emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private foundations and other aspects of wealth management. Their primary responsibility is to assist clients in managing the overall tax picture for families, with a focus on minimizing tax liabilities; and ensuring the smooth transition of wealth to future generations. Trust and Estates Partner will play a crucial role in safeguarding the financial legacies of high-net-worth individuals and families' clients. This role will provide expertise and guidance that will be instrumental in helping Anchin’s clients navigate the complexities of estate planning, taxation, and wealth preservation.
RESPONSIBILITIES:
QUALIFICATIONS:
Education:
Experience:
Compensation:
Attributes:
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