- Location
- Boca Raton, United States of America · West Palm Beach · Fort Lauderdale · Miami
- Type
- Full-time
- Department
- Finance
- Seniority
- Senior
- Education
- Certification
- Source
- Workday
Description
It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.
Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Berkowitz Pollack Brant × Baker Tilly, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs.
As a Senior Manager in Wealth Tax – Trusts & Estates, you will serve as a senior technical and client-facing leader, advising high-net-worth individuals and families on complex fiduciary tax matters. You will oversee multiple engagements, mentor managers and staff, and play a key role in expanding the firm’s private client services.
Responsibilities:
Lead and review complex fiduciary, estate, and gift tax engagements, ensuring technical accuracy and timely delivery.
Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning.
Design and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth transfer.
Provide guidance on trust administration, fiduciary accounting issues, and complex income tax matters for trusts and estates.
Maintain strong client relationships and identify opportunities to expand services across tax, advisory, and assurance practices.
Supervise, mentor, and develop Managers, Senior Associates, and staff; provide leadership on technical training and development.
Collaborate closely with attorneys, investment advisors, and estate planners to deliver integrated client solutions.
Monitor legislative developments and proactively advise clients and internal teams on emerging trust and estate tax issues.
Qualifications:
Bachelor’s degree in Accounting or Finance; CPA required. JD or LL.M. in Taxation strongly preferred.
Minimum of eight (8) years of progressive experience in trust and estate taxation.
Advanced knowledge of fiduciary income tax, estate and gift tax planning, and wealth preservation strategies.
Strong experience advising high-net-worth individuals and family offices.
Demonstrated leadership and mentoring capabilities.
Excellent communication and client advisory skills.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
