Tax Supervisor, Private Client Group

Title: Tax Supervisor Private Client Group

Department: Tax Private Client Group

Supervises: Seniors

Role Type: Fulltime

Location: New York NY Uniondale NY Palm Beach Gardens FL or Boca Raton FL (Hybrid)

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:

We are seeking a highly skilled and motivated Tax Supervisor to join our Private Client Practice team. The ideal candidate will have extensive experience in providing tax services to highnetworth individuals trusts private foundations estates and family investment partnerships. The Tax Supervisor will play a key role in managing client relationships overseeing tax compliance and providing strategic tax planning advice to optimize our clients financial positions.

RESPONSIBILITIES:

• Serve as the primary point of contact for highnetworth 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 indepth analysis of clients financial situations to identify taxsaving opportunities and minimize liabilities.
• Develop and implement comprehensive tax strategies to optimize clients financial positions.
• Supervise and mentor junior staff providing technical guidance and fostering professional development.
• Collaborate with partners and senior management to develop and implement training programs for staff members.
• Stay abreast of changes in tax laws and regulations assessing their impact on clients and advising accordingly.
• Conduct research on complex tax issues and provide innovative solutions to clients.

QUALIFICATIONS:

Education:

• Bachelors degree in accounting finance or related field.
• CPA certification preferred.

Experience:

• 4 years of experience in tax compliance and advisory services for highnetworth individuals and families.
• Strong knowledge of federal state and local tax laws and regulations.
• Excellent analytical and problemsolving skills.
• Exceptional client relationship management abilities.
• Proficiency in tax software and Microsoft Office Suite.
• Strong leadership and team management skills.

Compensation:

• Competitive annual salary in the range of$115000 to $142000 based on individuals 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