Teal, Becker & Chiaramonte, CPAs jobs in Albany, NY - 27 jobs
Director/Partner, Client Accounting Services
Anchin 4.3
Day, NY job
Title: Director/Partner, Client Accounting Services (CAS)
Department: Client Accounting Services (CAS)
Supervises: Senior Managers and below
Role Type: Full-time
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:
We are looking for a growth-oriented, strategic Director or Partner to expand our Client Accounting Services (CAS) practice. This role will focus on both business development and client service delivery. The ideal candidate has a history of building client relationships, growing a book of business, and overseeing high-quality accounting services for a diverse portfolio of clients.
RESPONSIBILITIES:
Identify, pursue, and secure new CAS client opportunities through networking, referrals, and strategic outreach.
Develop tailored proposals, pricing models, and engagement scopes to win new business.
Build and maintain a strong personal and professional brand within the market and community.
Partner with marketing and leadership to execute go-to-market strategies and grow the CAS practice.
Drive client retention and expansion by identifying cross-sell opportunities and ensuring exceptional client service.
Serve as the strategic lead and relationship manager for a portfolio of key clients, acting as a trusted advisor.
Provide high-level financial guidance, including budgeting, forecasting, KPI development, and financial analysis.
Oversee delivery of monthly close, financial reporting, cash flow management, and compliance for client accounts.
Ensure timely, accurate, and value-added reporting and insights for all client deliverables.
Lead and mentor a growing team of accounting professionals, including managers, seniors, and staff.
Implement efficient and scalable workflows, leveraging cloud-based technology and automation.
Maintain quality control over deliverables and ensure compliance with applicable accounting standards.
Contribute to overall firm leadership, including internal initiatives, training, and process improvements.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
CPA highly preferred.
Experience:
10+ years of progressive accounting experience, including leadership in public accounting and/or outsourced accounting services.
Proven ability to generate new business, grow client accounts, and build long-term relationships.
Strong financial acumen and advisory experience with small to mid-sized businesses.
Proficiency with cloud-based accounting platforms (e.g., QuickBooks Online, NetSuite, Bill.com, Expensify, etc.).
Entrepreneurial mindset with excellent communication, negotiation, and presentation skills.
Strong leadership presence and ability to mentor and grow a dynamic team.
Compensation:
Competitive compensation in the range of $200,000 - $500,000+ based on the individual's experience level.
Anchin provides comprehensive benefits, which you can view here.
Attributes:
Accountability: Follows through on commitments, even requiring some personal sacrifice, promotes a sense of urgency.
Communicates Effectively: Delivers messages in a clear and concise manner, listens attentively, responds to requests in a timely and professional manner.
Strong Interpersonal Skills: Relates comfortably to all levels of people, both internally and externally, builds effective working relationships and interacts courteously.
Nimble Learner: Learns quickly when facing new situations, willingly takes on the challenge of unfamiliar tasks.
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 ******************
$97k-119k yearly est. Auto-Apply 16d ago
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Tax Staff Accountant
Dannible & McKee LLP 3.4
Schenectady, NY job
Full-time Description
Dannible & McKee, LLP is accepting resumes for a tax staff accountant. As a member of the tax team, you will be assisting in the preparation of tax services to clients with a primary focus on gaining exposure to a variety of tax issues. Our goal is to provide you with the resources to grow, expand and develop as a tax professional.
Job Responsibilities:
Develops and expands technical knowledge while working under the supervision of experienced professionals.
Prepares individual, corporate and other tax returns.
Completes tax research and special projects using various research platforms.
Requirements
Minimum Requirements:
Bachelor's degree in Accounting with 150 credit hours needed to qualify for the CPA exam
CPA or pursuing the certification (NYS CPA eligible)
Strong communication skills, both written and verbal
Motivated for continued professional and individual growth
Dannible & McKee, LLP is an equal opportunity employer. Come work at one of Central New York's Best Places to Work of 2024.
Salary Description $60,000 - $65,000
$60k-65k yearly 60d+ ago
Senior/Supervisor, Emerging Companies Group
Anchin 4.3
Day, NY job
Title: Senior/Supervisor - Emerging Companies Group
Department: Emerging Companies Group
Supervises: Semi-seniors and below
Role Type: Full-time
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 Senior or a Supervisor to join our Emerging Companies Group. This role offers the opportunity to work closely with high-growth startups and venture-backed companies, guiding them through complex accounting and tax challenges while developing technical expertise and leadership skills. The ideal candidate is detail-oriented, proactive, and passionate about helping emerging companies scale efficiently.
RESPONSIBILITIES:
Prepare and review complex federal, state, and local tax returns for emerging companies.
Prepare and review tax returns for C-Corps, S-Corps, partnerships, and owners.
Provide tax planning and advisory services to startups, focusing on equity compensation, venture funding, and growth strategies.
Act as the primary client contact for tax-related inquiries and guidance.
Mentor and supervise junior staff to ensure accurate and timely tax service delivery.
Collaborate with engagement partners on complex tax matters, including research, compliance, and risk management.
Keep clients and team informed about tax law changes and industry trends affecting emerging companies.
Support internal process improvements and efficiency initiatives within the tax practice.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or related field.
CPA preferred.
Experience:
3-6 years of public accounting experience, preferably in tax for startups or high-growth companies.
Strong knowledge of federal, state, and local tax compliance and planning.
Experience with equity compensation, venture capital transactions is a plus.
Excellent client service, communication, and leadership skills.
Ability to manage multiple engagements and mentor junior staff effectively.
Proficiency in tax software and Microsoft Office; familiarity with cloud-based accounting platforms is a plus.
Compensation:
Competitive annual salary in the range of $85,000 to $145,000 based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$85k-145k yearly Auto-Apply 1d ago
Project Manager - Information Technology
Anchin 4.3
Day, NY job
Title: Project Manager - Information Technology
Department: IT
Supervises: N/A
Role Type: Full-time
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:
The IT Project Manager will lead and manage the execution of complex internal technology initiatives that align with Anchin's business goals. This role involves end-to-end project ownership - from business case development and vendor evaluation through implementation and post-go-live support - with a focus on strategic alignment, stakeholder engagement, and process efficiency. The successful candidate will partner closely with cross-functional teams, including senior leadership and department heads, to prioritize initiatives and drive measurable outcomes.
RESPONSIBILITIES:
Lead and deliver multiple IT projects across all phases of the project lifecycle (initiating, planning, executing, monitoring, controlling, and closing) with a clear focus on scope, time, cost, and quality.
Drive project scoping, requirements gathering, budget planning, and ROI analysis in collaboration with stakeholders and Business Analysts.
Coordinate vendor selection and evaluation processes, including demos, comparisons, and implementation timelines.
Develop and maintain comprehensive project documentation, including business cases, change management plans, communication plans, requirement specifications, and vendor evaluation matrices.
Use the Wrike project management platform to track tasks, dependencies, deadlines, and team accountability; generate reports for internal reviews and leadership updates.
Serve as a primary liaison between technical teams and business stakeholders, managing expectations and ensuring solution alignment with business needs.
Anticipate and mitigate risks through proactive issue resolution, stakeholder communication, and contingency planning.
Promote continuous improvement by developing reusable templates and process documentation to ensure consistency across the department.
Guide and mentor internal stakeholders on project management practices and the effective use of the Wrike project management platform for ongoing department-level planning.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Information Technology, Computer Science, Business Administration, or Project Management.
PMP certification is required.
Experience:
8 + years of progressive experience managing IT projects in a dynamic, multi-stakeholder environment.
Proven track record of managing multiple concurrent projects involving technology adoption, automation, and cross-functional coordination.
Strong understanding of project management methodologies and tools.
Proficient with Wrike or similar project management platforms.
Excellent communication, negotiation, and presentation skills.
Experience in employing a professional and diplomatic customer service approach during stakeholder conversations.
Experience working with vendors, conducting evaluations, and leading enterprise tool implementations.
Demonstrated ability to develop clear documentation and drive process improvements.
Superior critical thinking and problem-solving skills.
Desire to grow, and ability to take on increasing responsibilities.
Compensation:
Competitive compensation in the range of $100,000 to $125,000 based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$100k-125k yearly Auto-Apply 60d+ ago
Marketing Specialist
Anchin 4.3
Day, NY job
Title: Marketing Specialist
Department: Marketing
Supervises: N/A
Role Type: Full-time
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 services 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:
As a Marketing Specialist at Anchin, you will play a key role in driving the firm's marketing initiatives and supporting strategic growth objectives. This position requires a proactive, detail-oriented professional who can manage complex projects, collaborate with leadership, and deliver impactful marketing solutions. You will work closely with firm management and industry teams to develop and execute innovative marketing strategies that enhance brand visibility and support business development.
RESPONSIBILITIES:
Partner with marketing managers and firm leadership to design and implement targeted marketing campaigns that align with business goals and industry priorities.
Create compelling marketing communications, including presentations, articles, social media content, website updates, surveys, webinars, media relations, and collateral that position the firm as an industry leader.
Collaborate on proposal development, client targeting strategies, and market research to drive new business opportunities.
Lead the planning and execution of high-impact events, including pre-event logistics, registrations, onsite support (primarily NYC-based), and post-event analysis to maximize ROI.
Conduct in-depth research on industry trends, competitors, and prospective clients to inform marketing strategies and business development efforts.
Utilize CRM tools to track engagement, monitor pipelines, and analyze campaign performance for continuous improvement.
Work with internal teams and external vendors to execute firm-wide initiatives that reinforce brand culture and client engagement.
Provide guidance and training to junior team members and interns, fostering professional growth and knowledge sharing.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) required or equivalent experience.
Experience:
3-5 years of marketing experience, preferably in professional services (accounting, law, consulting, financial services, or architecture/engineering).
Proven ability to develop and execute strategic marketing campaigns and business development initiatives.
Strong writing, communication, and research skills with a focus on creating persuasive and engaging content.
Advanced proficiency in MS Word, Excel, PowerPoint, and creative tools such as Canva or similar platforms.
Experience managing multiple projects in a fast-paced, deadline-driven environment.
Social media expertise and familiarity with emerging trends in digital marketing.
Knowledge of CRM systems and proposal development software preferred.
Ability to analyze marketing performance metrics and provide actionable insights.
Compensation:
Competitive annual salary in the range of $75,000-$90,000 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 ******************
$75k-90k yearly Auto-Apply 1d ago
Audit Manager, Real Estate
Anchin 4.3
Day, NY job
Title: Audit Manager, Real Estate
Department: Audit, Real Estate
Supervises: Audit Supervisors and below
Role Type: Full-time
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:
As an Audit Manager specializing in Real Estate at Anchin, you will be responsible for leading and managing audit engagements related to real estate transactions and financial activities. This role requires a deep understanding of real estate accounting principles, regulatory compliance, and industry-specific risks. The Audit Manager will work closely with a team of auditors to assess the accuracy and reliability of financial information, ensuring compliance with relevant standards and regulations.
RESPONSIBILITIES:
Manage all aspects of an engagement, from staffing, scheduling, planning, execution, financial statements, wrap-up and engagement economics, including audits, reviews, compilations and special purpose engagements for real estate clients, including property managers, owners, developers, funds and REITs.
Robust understanding of real estate valuation methodologies and practical application of audit procedures to discounted cash flows, direct capitalization and sales comparable approaches.
Resourceful in managing multiple engagements and staff simultaneously.
Manage all aspects of an engagement, from staffing, scheduling, planning, execution, financial statements, wrap-up and engagement economics, including audits, reviews, compilations and special purpose engagements for real estate clients, including property managers, owners, developers, funds and REITs.
Robust understanding of real estate valuation methodologies and practical application of audit procedures to discounted cash flows, direct capitalization and sales comparable approaches.
Resourceful in managing multiple engagements and staff simultaneously.
Develop and manage budgets, schedule engagements, staff assignments, and time and expense planning and analysis.
Supervise Audit Supervisors and Seniors on engagements, functioning as in-charge, facilitating fieldwork, and adhering to schedules.
Review work product of team members for accuracy, including full engagement and related financial statements.
Conduct technical research on accounting issues relevant to real estate clients and work with the technical team.
Manage day-to-day client relationships and serve as the main point of contact, communicating with clients' points of contact at varying levels.
Provide timely, high-quality client service that meets and/or exceeds expectations, including coordinating the financial statements as well as other client deliverables.
Manage, develop talent, train, and coach staff on projects and timely evaluate performance.
Maintain active communication with Senior Manager or Partner on engagement status.
Contribute to firm-wide efforts, such as trainings, thought leadership, recruiting and retention, building awareness of Anchin and the firm's services in the marketplace.
QUALIFICATIONS:
Education:
Bachelor's degree in Accounting (BA/BS) required or equivalent experience.
CPA strongly preferred.
Experience:
5+ years of progressive experience within public accounting and real estate, including residential, commercial, industrial, and funds.
Supervisory experience is a must.
Excellent analytical, technical, and auditing skills, including proficiency in US GAAP, GAAS, and accounting rules and standards.
Extensive experience with fair value appraisals for real estate funds and properties.
Strong computer skills with the ability to apply technical solutions to engagements through the usage of Microsoft Office Suite, Go File Room, Engagement, CCH, Checkpoint Tools, and PPC Practice Aid.
Compensation:
Competitive annual salary in the range of $130,000 to $180,000 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 ******************
$130k-180k yearly Auto-Apply 60d+ ago
Tax Senior, Private Client Group
Anchin 4.3
Day, NY job
Title: Tax Senior, Private Client Group
Department: Tax, Private Client Group
Supervises: N/A
Role Type: Full-time
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:
As a Tax Senior in the Private Client group, you will be responsible for providing personalized tax advice, compliance, and planning services to high-net-worth individuals and families. You will collaborate closely with clients and other professionals within the firm to develop comprehensive tax strategies that align with their financial goals and objectives.
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 and compliance with tax laws.
Develop and implement personalized tax planning strategies that minimize tax liabilities while complying with relevant laws and regulations.
Build and maintain strong client relationships, becoming a trusted advisor in tax matters.
Stay up to date with changes in tax laws, regulations, and industry trends that could impact clients' financial situations.
Conduct in-depth research to address complex tax issues and provide innovative solutions.
Collaborate with other tax professionals, including managers and partners, to deliver comprehensive client solutions. Research and interpret tax laws and regulations to address client inquiries and ensure accurate reporting.
Assist clients in understanding their tax obligations and the implications of various financial decisions.
Calculate potential estate and gift tax liabilities and work within a team to recommend strategies to minimize these tax burdens.
Communicate complex tax concepts in a clear and understandable manner to clients with varying levels of financial literacy.
Assist in training and mentoring junior staff members, sharing your knowledge and expertise.
QUALIFICATIONS:
Education:
Bachelor's degree in accounting, finance, or related field. A Master's degree or CPA certification preferred.
Experience:
2 + years of experience in tax planning and compliance, preferably within a private client or wealth management environment.
Strong understanding of individual, partnership, trust, estate, and gift taxation.
Familiarity with tax software and technology for efficient compliance and research.
Excellent communication and interpersonal skills for building client relationships and working within a team.
Analytical mindset, attention to detail, and the ability to solve complex problems.
Commitment to staying updated on changes in tax laws and regulations.
Compensation:
Competitive annual salary in the range of $90,000 to $125,000 based on the 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 ******************
$90k-125k yearly Auto-Apply 60d+ ago
Tax Intern
Dannible & McKee LLP 3.4
Schenectady, NY job
Internship Description
Dannible & McKee, LLP, a premier certified public accounting and consulting firm in Upstate New York, is accepting internship applications for its tax department.
As a member of the tax team, you will be assisting in the preparation of tax services to clients with a primary focus on providing superior service to our clients while gaining exposure to various tax issues. We aim to provide you with the resources to grow, expand and develop as a tax professional.
Job Responsibilities:
Develop and expand technical knowledge while working under the supervision of experienced professionals
Prepare individual, corporate and other tax returns
Complete tax research and special projects using various research platforms
Requirements
Minimum Requirements:
Pursuing a bachelor's degree in accounting with 150 credit hours needed to qualify for the CPA exam
Strong communication skills, both written and verbal
Motivated for continued professional and individual growth
Dannible & McKee, LLP is an equal opportunity employer. Come work at one of Central New York's Best Places to Work of 2024.
Salary Description $22 - $25 per hour
$22-25 hourly 60d+ ago
Tax Senior Manager, Private Client Group
Anchin 4.3
Day, NY job
Title: Tax Senior Manager, Private Client Group
Department: Private Client Group
Supervises: Tax Managers
Role Type: Full-time
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 Tax Senior Manager with a specialty in fiduciary taxation and estate planning to service high-net-worth individuals and families. This role involves managing a team of professionals, providing strategic guidance to clients, ensuring compliance with tax laws and regulations, collaborating with the client's other financial advisors, and fostering strong client relationships. The Senior Manager plays a key role in overseeing complex tax situations, handling planning & compliance, developing and implementing complex estate planning strategies to help clients preserve and transfer wealth efficiently.
RESPONSIBILITIES:
Serve as the primary point of contact for clients, addressing their concerns and inquiries while overseeing tax planning and compliance for individuals, trusts, family investment partnerships, and private foundation tax returns.
Build and maintain strong relationships with high-net-worth clients and their families.
Understand clients' financial goals, objectives, and family dynamics.
Provide expert advice on trust and estate planning strategies tailored to individual client needs.
Provide guidance, training, and support to team members.
Review complex trust and estate planning documents prepared by attorneys to ensure consistency with family's goals.
Develop and implement sophisticated trust and estate planning strategies to minimize tax liabilities and achieve clients' objectives.
Collaborate with legal professionals to construct and review trust agreements, wills, and other estate planning documents.
Assist clients in transferring wealth to future generations efficiently and in accordance with their wishes.
Provide guidance on gifting strategies, charitable giving, and philanthropic endeavors.
Stay updated on changes in tax laws and advise clients on tax-efficient strategies.
Work closely with legal professionals, financial advisors, and investment managers to coordinate comprehensive wealth management services for clients.
Collaborate with other departments within the organization to provide integrated solutions to clients' financial needs.
Work with legal counsel to resolve disputes and challenges related to trusts and estates.
QUALIFICATIONS:
Education:
Bachelor's degree in law, accounting, finance, or related field.
A Juris Doctor (JD) degree and/or Certified Public Accountant (CPA) certification is preferred.
Experience:
8 + years of experience in high-net-worth tax and trust and estate planning for high-net-worth clients.
Strong knowledge of trust and estate laws, tax laws, and regulations.
Excellent leadership and team management skills.
Exceptional communication and interpersonal skills for building and maintaining client relationships.
Detail-oriented with a high level of accuracy in work.
Ability to analyze complex financial situations and develop customized solutions.
Strong organizational skills and ability to manage multiple client relationships and projects simultaneously.
Compensation:
Competitive annual salary in the range of $160,000 to $220,000 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 ******************
$160k-220k yearly Auto-Apply 60d+ ago
Tax Supervisor, Technology & Professional Services
Anchin 4.3
Day, NY job
Title: Tax Supervisor, Technology & Professional Services
Department: Tax, Technology & Professional Services
Supervises: Seniors
Role Type: Full-time
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:
As a Tax Supervisor specializing in the Technology and Professional Services industries here at Anchin, you will demonstrate knowledge of issues that may have a potential impact on clients while building valued relationships with them. In addition, you will be a valued resource for others; proactively seeking opportunities to mentor and share your knowledge with Staff/Semi/Seniors.
RESPONSIBILITIES:
Communicate with clients and seek to build valued relationships with a focus on how to serve them better.
Demonstrate a knowledge of the industry issues that have a potential impact on clients.
Resolve clients' issues/questions, requesting internal assistance when needed.
Look for opportunities to assist in coordinating the body of client work and understand the timing and flow of work for clients.
Ensure accurate and timely preparation, review, and filing of tax returns related to technology and professional services clients.
Stay updated on tax laws and regulations related to the technology and professional services industries.
Research to analyze and interpret tax implications for clients while also identifying potential tax risks and developing strategies to mitigate them.
Build a cohesive team on the engagement which allows all members to feel included and comfortable asking questions while promoting opportunities to provide better service to clients.
Monitor engagement economics throughout the client engagement (budget, billable time, etc.) and proactively provide regular status updates to help the appropriate in charge on the engagement.
Supervise and mentor Staff/Semi/Seniors, providing guidance on technical issues, professional development, and client interactions.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or related field.
Certified Public Accountant (CPA) preferred.
Experience:
4+ years of experience in tax, with a focus on technology and professional services-related industries.
Excellent analytical and problem-solving skills.
Ability to work collaboratively with cross-functional teams and contribute to a positive work environment.
Strong verbal and written communication skills, with the ability to convey complex tax concepts to clients and team members.
Proficient in using tax software and Microsoft Office applications.
Compensation:
Competitive annual salary in the range of $115,000 to $142,000, 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$115k-142k yearly Auto-Apply 60d+ ago
Director/Partner - RCI
Anchin 4.3
Day, NY job
Title: Director/Partner - RCI
Department: Regulatory Compliance & Investigations
Supervises: Senior Managers and staff below
Role Type: Full-time
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:
We are seeking a dynamic and accomplished Director or Partner here at Anchin to expand our Regulatory Compliance and Investigations (RCI) practice. This individual will play a key role in expanding our advisory services by driving strategic growth initiatives, leading high-impact client engagements, and mentoring a team of professionals. The ideal candidate brings deep technical knowledge in regulatory compliance, corporate investigations, and forensic accounting. A strong track record in business development and client relationship management is required.
RESPONSIBILITIES:
Lead and manage complex RCI engagements, including internal investigations, regulatory response, fraud risk assessments, compliance program development, and forensic accounting.
Serve as a trusted advisor to clients across various industries, providing insights on evolving regulatory environments and government enforcement trends.
Ensure high-quality deliverables, adherence to deadlines, and client satisfaction on all projects.
Drive new business opportunities through networking, relationship development, and participation in industry events and thought leadership.
Collaborate with firm leadership to develop go-to-market strategies and service offerings aligned with client demand and market trends.
Expand the RCI practice's footprint by cultivating long-term client relationships and cross-selling firm-wide capabilities.
Lead, coach, and mentor a team of consultants and senior professionals within the RCI group while fostering a collaborative, high-performance culture that values diversity, integrity, and innovation.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
CPA, JD, or CFE certification required.
Experience:
15+ years of experience in regulatory compliance, forensic accounting, investigations, or related advisory work.
Prior experience working in government agencies is required.
Proven success in a business development.
Strong knowledge of Federal, State and Local regulatory frameworks (e.g., DOJ, SEC, OFAC, FCPA, AML, DOL, MWBE, NYS 421-A, 485-X white collar defense, etc.).
Experience managing cross-functional teams and complex investigations across industries.
Excellent communication, presentation, and relationship-building skills.
Entrepreneurial mindset with a strong commitment to delivering client value and growing practice areas.
Compensation:
Competitive annual salary in the range of $175,000 to $275,000+ based on the 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 ******************
$175k-275k yearly Auto-Apply 60d+ ago
Marketing Assistant
Anchin 4.3
Day, NY job
Title: Marketing Assistant
Department: Marketing
Supervises: N/A
Role Type: Full-time
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 services 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:
As a Marketing Assistant at Anchin you will play a key role in supporting the firm's marketing strategies, campaigns, events, and digital presence. This position is ideal for someone with 1-2 years of marketing experience who is eager to grow in a professional services environment and gain exposure to a broad range of marketing functions within the accounting industry.
RESPONSIBILITIES:
Assist with marketing-related activities; this may include:
- Assisting CMO and/or Industry/Service Marketing Teams with marketing-related administrative activities
- Assisting team with marketing/branding initiatives as needed
- Tracking and managing invoices and marketing expenses
- Reviewing e-newsletter analytics and contact engagement reports
- Drafting social media copy
- Maintaining promotional giveaway inventory
- Assisting with other marketing-related projects as needed
Perform Business Development research for various industries and Advisory groups.
Assist with events, networking receptions, and industry group conferences.
Provide proposal and collateral development support:
- Assist with the preparation and formatting of proposals, presentations, bios, and other marketing collateral to support business development efforts.
- Assist CMO with drafting and/or distributing internal announcements or communications.
QUALIFICATIONS:
Education:
Bachelor's degree in Marketing, Communications, Business, or a related field.
Experience:
1-2 years of marketing experience.
Understanding of basic marketing principles and professional services experience - accounting, law, consulting, or financial services - preferred but not required.
Familiarity with Microsoft Dynamics, HubSpot, or other CRM and marketing automation software preferred.
Experience with research tools such as Dun and Bradstreet and Hoovers is a plus.
Experience with social media platforms (LinkedIn, Twitter) and management/distribution tools (e.g., Clearview Social) is a plus.
Proficiency with Microsoft Office (PowerPoint, Outlook, Word, Excel); familiarity with Adobe Acrobat or design tools (e.g., Canva, Adobe Express) is a plus.
Familiarity with project management tools is a plus.
Highly organized, detail-oriented, and able to manage multiple tasks under deadlines.
Excellent written and verbal communication skills.
Strong organizational and time management skills with the ability to manage multiple priorities and meet deadlines.
Ability to work independently, and in a fast-paced, often changing environment.
Compensation:
Competitive annual salary in the range of $42,000-$60,000 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 ******************
$42k-60k yearly Auto-Apply 19d ago
Audit Staff Accountant
Dannible & McKee LLP 3.4
Schenectady, NY job
Full-time Description
Audit Staff Accountant
Dannible & McKee, LLP is accepting resumes for an audit staff accountant. As a member of the audit team, you will assist in completing audits, reviews and compilations with a primary focus on providing superior service to our clients. Our goal is to provide you with the resources to grow, expand and develop as an audit professional.
Job Responsibilities:
Develops and expand technical knowledge while working under the supervision of experienced professionals.
Assists engagement team on audits, reviews and compilations in all areas of the financial statements.
Completes special projects in service areas such as forensic accounting, valuations and employee benefit plans.
Requirements
Minimum Requirements:
Bachelor's degree in Accounting with 150 credit hours needed to qualify for the CPA exam
CPA or pursuing the certification (NYS CPA eligible)
Strong communication skills, both written and verbal
Motivated for continued professional and individual growth
Dannible & McKee, LLP is an equal opportunity employer. Come work at one of Central New York's Best Places to Work of 2024.
Salary Description $60,000 - $65,000
Title: Director/Partner, Mergers & Acquisitions/Exit Strategies
Department: Mergers & Acquisitions/Exit Strategies
Supervises: Senior Managers
Role Type: Full-time
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:
The Director/Partner of Mergers & Acquisitions (M&A) and Exit Strategies is a critical leadership position here at Anchin responsible for driving strategic initiatives related to mergers, acquisitions, divestitures, and exit strategies for our clients in a wide range of industries. This role involves working closely with clients, executive leadership, and cross-functional teams to identify, evaluate, and execute growth opportunities. The ideal candidate will have a strong background in corporate finance, investment banking, or private equity, along with a track record of successful M&A transactions.
RESPONSIBILITIES:
Lead the development of client M&A strategies, including identifying potential acquisition targets, strategic partnerships, and divestiture opportunities.
Work with client executive teams and stakeholders to assess and align on strategic objectives.
Conduct industry research, market analysis, and competitor benchmarking to inform strategic recommendations.
Identify and pursue new acquisition opportunities for clients.
Conduct due diligence, financial modeling, and valuation analysis to assess the viability and potential ROI of deals.
Manage deal flow and pipeline by maintaining relationships with investment banks, venture capital firms, and strategic advisors.
Oversee end-to-end deal execution, including negotiations, deal structuring, and integration planning.
Manage cross-functional teams in the execution of client M&A projects, including legal, finance, tax, and operations teams.
Negotiate key terms and lead transaction documentation, such as purchase agreements, term sheets, and financial disclosures.
Develop and implement exit strategies for client portfolio companies, including IPOs, mergers, and private sales.
Prepare clients or companies for sale, ensuring readiness for due diligence, market positioning, and financial disclosure.
Work with legal teams to execute exit transactions, maximizing shareholder value.
Serve as a trusted advisor to clients on all aspects of M&A and exit planning.
Lead and mentor a team of professionals to ensure effective execution of client M&A and exit strategies while fostering a collaborative environment to drive efficiency and innovation within the team.
Represent the firm at industry events, networking forums, and client meetings.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or business administration a related field.
Experience:
12 + years of experience in mergers & acquisitions, investment banking, private equity, or corporate development at a public accounting firm.
Strong understanding of financial modeling, valuation methods, and due diligence processes.
Proven track record of successfully leading and executing complex M&A transactions and exit strategies.
Exceptional negotiation, communication, and presentation skills.
Ability to manage multiple priorities and meet tight deadlines.
Strong leadership capabilities with the ability to influence and inspire teams.
Compensation:
Competitive annual salary in the range of $220,000 to $500,000+, based on individual's experience level, including incentives related to revenue generation.
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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$126k-157k yearly est. Auto-Apply 60d+ ago
Tax Director/Partner, International Tax
Anchin 4.3
Day, NY job
Title: Tax Director/Partner, International Tax
Department: International Tax Group
Supervises: Senior Managers and below Staff
Role Type: Full-time
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 highly skilled and experienced International Tax Director/Partner to work in the International Tax Group. This role focuses on managing complex inbound tax matters, providing strategic guidance to multinational organizations and individuals, and ensuring compliance with US and international tax laws. Tax compliance experience is a strong plus, as the position requires both technical expertise and practical application of tax rules to support our clients effectively.
RESPONSIBILITIES:
Develop and implement effective tax strategies for foreign entities with U.S. operations and with individuals.
Provide guidance on structuring inbound investments, cross-border transactions, and tax-efficient supply chains.
Advise on tax treaties, withholding taxes, and permanent establishment issues.
Oversee U.S. federal and state tax compliance for inbound entities and individuals.
Ensure accurate and timely preparation of Forms 1120-F, 5472, and related international forms.
Coordinate with internal and external teams to manage reporting requirements under FATCA and CRS.
Assess tax risks and opportunities associated with inbound investments and expansions.
Provide recommendations to minimize tax liabilities while maintaining compliance.
Stay updated on changes in U.S. and international tax laws to advise clients on potential impacts.
Build and maintain strong client relationships, acting as a trusted advisor.
Lead discussions with foreign clients on their U.S. tax obligations and planning strategies.
Collaborate with global teams to provide seamless tax solutions.
Lead and mentor a team of tax professionals, fostering growth and expertise in inbound international tax matters.
Act as a subject matter expert to rest of Anchin's tax department on all international tax related issues.
Lead marketing and networking efforts to attract new clients and expand existing relationships.
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.
Provide training and resources to enhance the team's technical capabilities.
Drive efficiency and innovation in tax compliance processes.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or a related field.
CPA, JD, or Master's in Taxation preferred.
Experience:
10+ years of experience in international tax, with a focus on inbound tax matters.
Strong knowledge of U.S. international tax laws.
Experience with tax compliance and reporting for inbound entities and individuals.
Proficiency in tax research software (e.g., CCH, RIA), tax preparation tools.
Compensation:
Competitive annual salary in the range of $220,000 to $500,000, based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$100k-128k yearly est. Auto-Apply 60d+ ago
Audit Supervisor, Architecture, Engineering & Construction
Anchin 4.3
Day, NY job
Title: Audit Supervisor, Architecture, Engineering & Construction
Department: Audit, Architecture, Engineering & Construction (AEC)
Supervises: Seniors
Role Type: Full time
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 services 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:
The Audit Supervisor in the Architecture, Engineering & Construction (AEC) team at Anchin is responsible for leading and supervising audit engagements specific to Architecture, Engineering, and Construction clients. This role requires a deep understanding of the AEC industry and the ability to provide valuable insights and recommendations to clients. The Audit Supervisor will manage audit teams, ensure compliance with regulatory standards, and deliver high-quality audit services.
RESPONSIBILITIES:
Lead and manage audit engagements from planning to completion, ensuring they are executed in accordance with auditing standards and industry-specific guidelines.
Develop and maintain strong client relationships, understanding their unique needs and providing proactive recommendations for process improvements and financial management.
Supervise and mentor audit staff, including audit seniors, providing guidance, training, and support in their professional development.
Identify and assess audit risks, develop audit plans, and tailor audit procedures to address the specific risks associated with AEC clients.
Stay current with industry regulations, trends, and best practices in the AEC sector, ensuring that audits are conducted with the utmost precision and relevance.
Perform and review complex audit procedures, including testing of accounts, documentation, and internal controls.
Analyze financial statements and other key financial data, identifying discrepancies and offering recommendations for improvement.
Ensure that audits are conducted with the highest level of quality and integrity, meeting regulatory and professional standards.
Prepare detailed audit reports, summarizing findings, risks, and recommendations for clients and senior management.
Ensure that audits adhere to relevant accounting standards, industry regulations, and legal requirements.
Identify opportunities to improve audit methodologies, tools, and procedures within the AEC context.
Qualifications:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
A Master's degree or CPA certification is highly preferred.
Experience:
4 + years of audit experience, with a focus on AEC clients.
Proven leadership and management skills with a track record of effectively supervising and developing a team.
Exceptional communication and interpersonal skills to build and maintain strong client relationships.
Strong analytical, research, and problem-solving capabilities.
Keen attention to detail and a commitment to delivering high-quality work.
Proficiency in tax software and Microsoft Office Suite.
Compensation:
Competitive annual salary in the range of $110,000 to $135,000 based on the 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$110k-135k yearly Auto-Apply 60d+ ago
Tax Senior, Technology & Professional Services
Anchin 4.3
Day, NY job
Title: Tax Senior, Technology & Professional Services
Department: Tax, Technology & Professional Services
Supervises: N/A
Role Type: Full-time
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:
As a Tax Senior specializing in Technology & Professional Services Group, you will play a crucial role in providing tax advisory and compliance services to clients within the technology and professional services industries. Your responsibilities will include analyzing complex tax issues, developing strategies to minimize tax liabilities, and ensuring compliance with relevant regulations. You will work closely with clients, and internal teams to deliver high-quality tax solutions and support the overall success of the firm.
RESPONSIBILITIES:
Proactively identify and propose solutions to problems/technical issues that arise.
Prepare neat and orderly supporting workpapers that are easy to follow.
Engage with clients, such as gathering client workpapers and open items, etc.
Develop strong knowledge of clients and the Technology & Professional Services industries, while providing a higher quality deliverables or services.
Ensure accurate and timely preparation of tax returns, including income tax, sales tax, and other relevant filings.
Stay up-to-date with changes in tax laws and regulations affecting the technology and professional services industries.
Conduct in-depth research on complex tax issues and provide recommendations based on findings.
Analyze financial statements and other relevant documents to identify potential tax risks and opportunities.
Qualifications:
Education:
Bachelor's degree in Accounting, Finance, or related field.
Certified Public Accountant (CPA) preferred.
Experience:
2+ years of experience in tax planning and compliance, preferably with a focus on the technology and professional services industries.
Strong knowledge of tax laws, regulations, and compliance requirements.
Excellent analytical, problem-solving, and communication skills.
Proficiency in relevant tax software and Microsoft Office suite.
Compensation:
Competitive annual salary in the range of $90,000 to $125,000, 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$90k-125k yearly Auto-Apply 58d ago
Tax Manager, Real Estate
Anchin 4.3
Day, NY job
Title: Tax Manager, Real Estate
Department: Real Estate Tax
Supervises: Supervisors and below
Role Type: Full-time
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:
As a Tax Manager specializing in Real Estate at Anchin, you will manage tax compliance, planning, and advisory services for a broad range of real estate clients. This role manages engagements, reviews complex tax returns, provides technical guidance, and partners closely with partners and clients on strategic tax matters. The ideal candidate has strong technical skills in real estate taxation, experience supervising staff, and a commitment to delivering exceptional client service.
RESPONSIBILITIES:
Primary:
Manage and review federal, state, and local tax compliance for real estate clients, including partnerships, corporations, LLCs, and REITs.
Lead complex real estate tax engagements covering partnership allocations, 704(b) and 704(c), 754 elections, opportunity zones, like-kind exchanges (1031), and cost segregation considerations.
Oversee and review partnership tax returns (Forms 1065), K-1s, and related supporting schedules.
Identify and research complex tax issues; prepare technical memoranda and provide recommendations to clients and internal teams.
Advise clients on tax planning opportunities, entity structuring, acquisition/disposition strategies, and real estate-specific tax implications.
Manage engagement budgeting, scheduling, and workflow to ensure timely delivery of high-quality work.
Mentor, train, and supervise junior team members, and provide performance feedback and support career development.
Build and maintain strong client relationships, serving as a trusted advisor.
QUALIFICATIONS:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
CPA preferred.
Experience:
5+ years of relevant tax experience in public accounting, with a strong focus on real estate.
Deep knowledge of real estate tax concepts, partnership taxation, and related regulations.
Experience managing multiple engagements and leading teams.
Strong research, analytical, and problem-solving skills.
Excellent communication and client-service abilities.
Proficiency in tax software and Microsoft Office Suite.
Compensation:
Competitive annual salary in the range of $140,000 to $180,000 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 ******************
$140k-180k yearly Auto-Apply 42d ago
Audit Partner, Architecture, Engineering & Construction
Anchin 4.3
Day, NY job
Title: Audit Partner, Architecture, Engineering & Construction
Department: Audit, Architecture, Engineering & Construction (AEC)
Supervises: Directors
Role Type: Full-time
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 services 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:
As a Partner in Audit specializing in Architecture, Engineering, and Construction, you will be responsible for leading and managing audit engagements for clients within the AEC group. You will leverage your financial acumen, industry knowledge, and leadership skills to ensure the delivery of high-quality audit services. The role requires collaboration with cross-functional teams, effective client communication, and staying abreast of industry trends and regulations.
RESPONSIBILITIES:
Lead and manage audit engagements for Architecture, Engineering, and Construction (AEC) clients, ensuring compliance with auditing standards and regulations.
Oversee and review audit work papers, financial statements, and related reports.
Cultivate and maintain strong client relationships, acting as a trusted advisor in financial matters.
Understand clients' business objectives and provide insights to improve financial performance.
Provide guidance and mentorship to audit teams, ensuring the delivery of high-quality services.
Collaborate with other partners and managers to foster a collaborative and efficient working environment.
Identify and assess risks associated with AEC engagements, developing strategies to mitigate these risks.
Ensure compliance with auditing standards, regulatory requirements, and firm policies.
Actively participate in business development activities, including client acquisition and relationship building.
Identify opportunities for expanding services to existing clients and pursuing new business opportunities within the AEC group.
Maintain a commitment to quality and excellence in audit services.
Conduct reviews of audit work papers and reports to ensure accuracy and adherence to professional standards.
Qualifications:
Education:
Bachelor's degree (BA/BS) in Accounting, Finance, or a related field.
CPA required.
Experience:
12+ years of extensive experience in auditing with a focus on Architecture, Engineering, and Construction (AEC) clients.
Strong understanding of financial reporting, accounting principles, and regulatory requirements.
Excellent analytical and problem-solving skills.
Excellent leadership, communication, and interpersonal skills.
Proven ability to manage multiple engagements and deadlines simultaneously.
Compensation:
Competitive annual salary in the range of $250,000 to $500,000+, 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.
Technologically Proficient: Ability to apply technology solutions to work.
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 ******************
$83k-106k yearly est. Auto-Apply 60d+ ago
Trust and Estates Tax Partner, Private Client Group
Anchin 4.3
Day, NY job
Title: Trust and Estates Tax Partner, Private Client Group
Department: Private Client Group
Supervises: Trust and Estates Tax Team
Role Type: Full-time
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 looking for a Trust and Estates Tax Partner within the Private Client Group that will provide strategic tax advisory and compliance services to high-net-worth individuals, families, and their entities, including trusts and estates. This leadership role focuses on delivering exceptional client service, overseeing complex tax planning and compliance, and driving business development initiatives.
RESPONSIBILITIES:
Oversee preparation and review of estate, gift, and fiduciary tax returns (Forms **************, etc.).
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.
Provide expert counsel on estate planning, wealth transfer strategies, and fiduciary tax matters.
Develop and maintain long-term client relationships, ensuring high levels of satisfaction and trust.
Advise clients on tax implications of various financial and legal strategies, including philanthropy, family offices, and investment planning.
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.
QUALIFICATIONS:
Education:
Bachelor's degree in Accounting, Taxation, or a related field.
CPA certification preferred.
Experience:
Minimum of 12+ years in trust and estates tax services, with a significant portion in a leadership role.
Compensation:
Competitive annual salary in the range of $220,000 to $500,000, 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 ******************
$116k-147k yearly est. Auto-Apply 60d+ ago
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