Director – Private Client Group

AnchinNew York, NY
Hybrid

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.

Requirements

  • Bachelor’s degree (BA/BS) in Accounting, Finance, or a related field.
  • 10+ 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.
  • 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.

Nice To Haves

  • CPA preferred.

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.

Benefits

  • Comprehensive benefits
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