Director - Private Client Group

Job Description

Job Description

Title: Director – Private Client Group

Department: Tax, Private Client Group

Supervises: Senior Managers and staff

Role Type: Full-time

Location: New York, NY (Hybrid)

ABOUT THE COMPANY:

Anchin is a New York City based 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 Director to join our Private Client Group, supporting high-net-worth individuals, families, and closely held entities with complex tax needs. This role is designed for a seasoned tax professional who thrives in a client-facing, leadership-oriented environment and is comfortable overseeing sophisticated engagements while developing teams and deepening client relationships.

The Director will serve as a key advisor to clients and an internal leader within PCG, balancing technical excellence, people management, and strategic execution.

RESPONSIBILITIES:

• Act as a primary advisor to high-net-worth clients, delivering thoughtful tax planning and compliance solutions across individual, trust, estate, and pass-through entity matters.
• Oversee complex tax engagements from planning through execution, ensuring accuracy, consistency, and adherence to firm standards.
• Review advanced individual, fiduciary, and partnership tax returns and related deliverables.
• Partner with clients' external advisors (attorneys, wealth managers, family office professionals) to address multi-dimensional tax and wealth considerations.
• Lead, mentor, and develop Managers and Senior Managers, providing coaching, technical guidance, and performance feedback.
• Support Partners in strengthening long-term client relationships and identifying opportunities to expand services.
• Monitor changes in tax legislation and translate developments into practical guidance for clients and internal teams.
• Contribute to practice initiatives, including training, process improvement, and knowledge sharing within the Private Client Group.

QUALIFICATIONS:

Education:

• Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
• CPA, EA or Law License required.

Experience:

• 12+ years of progressive public accounting experience with a strong focus on high-net-worth taxation.
• Demonstrated experience with individual, trust, estate, and partnership tax matters.
• Prior experience supervising teams and reviewing complex tax work.
• Strong interpersonal skills with the ability to build credibility with clients and colleagues.
• Highly organized, detail-oriented, and capable of managing multiple priorities simultaneously.

Compensation:

• Competitive annual salary in the range of $200,000 to $350,000, based on individual's experience level.

Anchin provides comprehensive benefits, which you can view here .

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 View email address on us.fitly.work