Trust and Estates Tax Partner, Private Client Group

Anchin is looking for a Trust and Estates Tax Partner to provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities.

Requirements

• Oversee preparation and review of estate, gift, and fiduciary tax returns
• 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
• Develop and maintain long-term client relationships
• 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

Benefits

• Comprehensive benefits