Trust and Estates Tax Partner, Private Client Group (Boca Raton)

Trust And Estates Tax Partner, Private Client Group

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 looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.

Responsibilities

• 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 a culture of collaboration and continuous learning.
• Delegate effectively while ensuring work quality and adherence to deadlines.
• Participate in internal training programs to share expertise and enhance team capabilities.
• Lead marketing and networking efforts to attract new clients and expand existing relationships.
• Collaborate with other practice areas to deliver integrated solutions to clients.
• Represent the firm at industry events and conferences.
• Manage risk exposure through thorough review and documentation of tax positions.
• Maintain confidentiality and handle sensitive client matters with discretion.

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