Tax Partner Private Client Group

Trust & Estates Partner Anchin is seeking a Trust and Estates Partner who specializes in providing comprehensive tax, accounting, and consulting advice to high-net-worth families with emphasis on tax planning and compliance for individuals, family investment partnerships, trusts, gifts, estates, private foundations, and other aspects of wealth management. 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 and assist clients in protecting their assets through trusts, limited liability entities, and family partnerships. Collaborate with other legal professionals, financial advisors, and accountants to provide comprehensive wealth management solutions. Qualifications Bachelor’s degree in law, accounting, finance, or related field. CPA certification required. 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. Salary Type: Annual Salary Salary Min: $250,000 Salary Max: $500,000 Currency Type: USD #J-18808-Ljbffr