Jobs
>
New York City

    Partner, Private Client Group - New York, United States - Anchin

    Anchin
    Anchin New York, United States

    2 weeks ago

    Default job background
    Description

    Job Description

    Job Description

    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:

    • Build and maintain strong, long-term relationships with clients, understanding their unique needs and goals.
    • Develop and implement sophisticated tax, gift, and estate planning strategies to minimize tax implications and accomplish family goals.
    • Advise clients on charitable giving, philanthropic endeavors, and establishing family foundations or charitable trusts.
    • Advise clients on tax-efficient strategies to minimize estate, gift, and inheritance taxes.
    • Stay updated on changes in tax laws and regulations and ensure clients' compliance with relevant tax obligations.
    • Work with outside attorneys, assist clients in protecting their assets through various legal means, including the use of trusts, limited liability entities, and family partnerships.
    • Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions.

    QUALIFICATIONS:

    Education:

    • Bachelor's degree in law, accounting, finance, or related field. A Master's degree or CPA certification preferred.

    Experience:

    • 10 + years of experience in private client tax, with a sub-specialty and focus in trusts and estates taxation and planning.
    • Strong knowledge of federal and state tax laws related to trusts and estates.
    • Excellent communication skills, both written and verbal, for effective client interactions.
    • Exceptional analytical and problem-solving abilities.

    Compensation:

    • Competitive annual salary in the range of $250,000 to $500,000+, based on individual's 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

  • Lazard

    Institutional Client Group Associate

    6 days ago

    Lazard New York, United States

    Region- Americas- Business Unit- Asset Management- Location- New York- Job DescriptionLazard is one of the world's leading financial advisory and asset management firms. **Our people make the difference**. With just over 3,000 employees, our tight-knit community allows for profes ...

  • ING

    Client Solutions Group/Commodities

    1 week ago

    ING New York, United States Full time

    Financial Markets| Client Solutions Group - Commodities | Director, Americas| New York · Financial Markets Client Solutions Group - Commodities, Director, Americas, New York · About ING: · Ranked #8 on LinkedIn Top Companies in Financial Services · Crain's 100 Best Places to Work ...

  • Hudson Rouge

    Group Director Client Engagement

    3 weeks ago

    Hudson Rouge New York, United States

    · WHO IS HUDSON ROUGE · We are an integrated, luxury marketing boutique, headquartered in New York with offices in Detroit, Shanghai, Toronto and Mexico City. Founded in 2012, part of WPP and the VMLY&R group of agencies, we specialize in understanding, optimizing, and amplifyi ...

  • Yieldstreet

    Manager, Private Client Group

    3 weeks ago

    Yieldstreet New York, United States

    Job Description · Job DescriptionAbout the Role · Yieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4- ...

  • Goldman Sachs

    AWM-Client Solutions Group-Management

    2 weeks ago

    Goldman Sachs New York, NY, United States

    Asset & Wealth Management · A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own · As part of one of the world's leading asset managers with over $2 trillion in assets under ...

  • Goldman Sachs

    AWM-Client Solutions Group-Management

    2 weeks ago

    Goldman Sachs New York, NY, United States

    Asset & Wealth Management · A career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize their potential, while you discover your own · As part of one of the world's leading asset managers with over $2 trillion in assets under ...

  • Univision

    Sales Coordinator, Client Relationship Group

    3 weeks ago

    Univision New York, United States

    ABOUT THE ROLE & TEAM:To better serve our customers in the rapidly changing media and advertising environment, TelevisaUnivision Client Relationship Group has embarked on an aggressive and exciting mission to super-serve our leading advertisers. Our mission is to be an integral r ...

  • Univision

    Sales Coordinator, Client Relationship Group

    3 weeks ago

    Univision New York, United States

    ABOUT THE ROLE & TEAM: · To better serve our customers in the rapidly changing media and advertising environment, TelevisaUnivision Client Relationship Group has embarked on an aggressive and exciting mission to super-serve our leading advertisers. Our mission is to be an integra ...

  • Univision

    Sales Coordinator, Client Relationship Group

    2 weeks ago

    Univision New York, United States

    ABOUT THE ROLE & TEAM: · To better serve our customers in the rapidly changing media and advertising environment, TelevisaUnivision Client Relationship Group has embarked on an aggressive and exciting mission to super-serve our leading advertisers. Our mission is to be an integr ...

  • Anchin

    Tax Supervisor, Private Client Group

    2 weeks ago

    Anchin New York, United States

    Job Description · Job DescriptionTitle: Tax Supervisor, Private Client Group · Department: Tax, Private Client Group · Supervises: Seniors · Role Type: Full time · Location: New York, NY, Uniondale, NY, Boca Raton, FL, or Remote · ABOUT THE COMPANY: · Anchin is a New York City ...

  • Anchin

    Tax Senior, Private Client Group

    2 weeks ago

    Anchin New York, United States

    Job Description · Job DescriptionTitle: Tax Senior, Private Client Group · Department: Tax, Private Client Group · Supervises: N/A · 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 ...

  • YieldStreet

    Sales Manager, Private Client Group

    1 week ago

    YieldStreet New York, United States Full time

    About the Role · Yieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a cri ...

  • YieldStreet

    Sales Manager, Private Client Group

    2 weeks ago

    YieldStreet New York, United States

    About the RoleYieldstreet's Private Client team is focused on supporting high-net-worth individuals and corporate executives interested in investment opportunities offered on Yieldstreet. As a Manager on the PCG Team, you will lead a team of 4-6+ PCG Associates and play a critica ...

  • Spartan Placements, LLC

    Tax Supervisor- Private Client Group

    2 weeks ago

    Spartan Placements, LLC New York, United States

    Job Description · Job DescriptionTax Supervisor- PCG · RESPONSIBILITIES: · Work directly with clients to assess their financial situations, goals, and objectives. · Prepare and review individual, partnership, trust, foundation, and estate and gift tax returns, ensuring accuracy a ...

  • Phoenix Technologies

    An Account Manager is a professional responsible for managing and maintaining relationships with clients or customers. They are typically in charge of overseeing the sales and service of a particular account or group of accounts

    5 days ago

    Phoenix Technologies New City, United States

    Career · Account Manager (m/f/d) Gift Card Issuing · We are epay and as an independent full-service payment provider, we offer our global partners a platform with just one interface that allows them to remain completely flexible in the constantly changing payment journey. Our d ...

  • Bizwatchnigeria

    Client Service Manager at Marketing Communication Group

    3 weeks ago

    Bizwatchnigeria New York, United States

    We are an integrated marketing communications group with a rising clientele profile and a requirement to offer them properly targeted services that are effective and on budget. · To that end we urgently require the services of a top-flight CLIENT SERVICE MANAGER. · **Job Title: C ...

  • ERM

    Group HR Director, Global Clients, Services and M&A

    4 weeks ago

    ERM Holland, United States Full time

    About ERM · We are the world's largest sustainability consultancy. Clients all over the world call on ERM to help them respond to complex sustainability ambitions such as supporting the transition to a low carbon future or enabling progress on ESG priorities. · At ERM, we have t ...

  • Aon

    Infrastructure Client Coverage Leader, 's M&A Transaction Solutions Group

    5 hours ago

    Aon New York, United States

    Aon has exciting opportunities to join our Commercial Risk team as an Infrastructure Client Coverage Leader for our M&A and Transaction Solutions Group in the U.S. · Aon's M&A and Transaction Solutions (AMATS) team provides both deal advisory services and a range of transaction ...

  • Aon

    Infrastructure Client Coverage Leader, 's M&A Transaction Solutions Group

    1 day ago

    Aon New York, United States

    Aon has exciting opportunities to join our Commercial Risk team as an Infrastructure Client Coverage Leader for our M&A and Transaction Solutions Group in the U.S. · Aons M&A and Transaction Solutions (AMATS) team provides both deal advisory services and a range of transaction s ...

  • Aon

    Infrastructure Client Coverage Leader, 's M&A Transaction Solutions Group

    3 weeks ago

    Aon New York, United States Full time

    Aon has exciting opportunities to join our Commercial Risk team as an Infrastructure Client Coverage Leader for our M&A and Transaction Solutions Group in the U.S . · Aon's M&A and Transaction Solutions (AMATS) team provides both deal advisory services and a range of transac ...