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Berkowitz Pollack Brant Advisors + CPAs · 3 weeks ago

Senior Associate of Tax Services - Trust & Estate

Miami-FTL Area

Full-time

Hybrid

Mid, Senior Level

$85K/yr - $120K/yr

3+ years exp

Berkowitz Pollack Brant is a certified public accounting firm with a significant presence in South Florida and New York. They are seeking a Senior Associate in their Trusts and Estates Tax Services practice to provide comprehensive tax and estate services to high-net-worth clients, including tax preparation and estate planning.

AccountingConsultingCrowdfundingFinancial ServicesService Industry

Growth Opportunities

H1B Sponsor Likely

Hiring Manager

Maria Alejandra (MARI) Luque-Hanchett

Responsibilities

Tax Compliance: Prepare and review complex individual (1040), fiduciary (1041), estate (706), and gift (709) tax returns, ensuring accuracy and compliance with federal, state, and local regulations

Estate & Gift Tax Planning: Assist in the design and implementation of estate planning strategies, including trusts, charitable entities, and wealth transfer techniques

Fiduciary Accounting: Review trust and estate accountings, allocations, and distributions in accordance with governing documents and applicable laws

Tax Research and Planning: Conduct in-depth research on estate, gift, and trust tax matters, including generation-skipping transfer (GST) tax, and provide recommendations to clients

Entity Structuring: Assist with entity selection and structuring for family wealth management, including family limited partnerships and charitable foundations

Cross-Border Taxation: Support international estate planning matters, including reporting of foreign trusts, FBAR compliance, and expatriation tax issues

Audit Support: Represent clients in IRS and state examinations, preparing supporting documentation and communicating with tax authorities

Client Relations: Build and maintain strong relationships with high-net-worth clients, trustees, family offices, and legal advisors, serving as a proactive and trusted resource

Team Leadership: Mentor and train junior staff, review their work for accuracy, and provide constructive feedback to support their professional development

Project Management: Manage multiple client engagements simultaneously, ensuring deadlines, budgets, and quality standards are met

Business Development: Collaborate with leadership to identify new client opportunities, assist in proposals, and contribute to practice growth

Continuing Education: Stay current on evolving tax laws, estate planning trends, and wealth transfer strategies through regular training and professional development

Qualification

TrustEstate tax complianceFiduciary accountingWealth transfer planningCPA licenseTax preparation softwareResearch skillsSupervisory skillsCommunication skillsWork ethic

Required

Minimum of 3–5 years of experience in public accounting, with significant exposure to trust, estate, and gift tax compliance and planning

Strong working knowledge of fiduciary income taxation, estate and gift tax regulations, and wealth transfer planning strategies

Bachelor's degree in accounting required

CPA license strongly preferred

Expertise in fiduciary accounting systems and tax preparation software (e.g., GoSystem, CCH Axcess, ProSystem fx)

Proficiency with Excel and financial modeling tools

Ability to analyze complex tax issues and communicate findings clearly to both technical and non-technical audiences

Excellent verbal and written communication skills, with proven success in client-facing roles

Demonstrated ability to lead engagements and supervise staff effectively

Strong commitment to client service, with flexibility to work extended hours during peak seasons

Dependable transportation to commute to our office or client locations as required by the role

Preferred

CPA license strongly preferred

Advanced credentials such as MST (Master's in Taxation), JD, or LLM in Taxation highly desirable

Benefits

A competitive and equitable compensation structure.

Opportunities for professional development and advancement.

Exposure to complex, high-profile client engagements.

A collaborative, diverse, and inclusive workplace culture.

Company

Berkowitz Pollack Brant Advisors + CPAs

Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US.

Founded in 1980

Miami, Florida, USA

201-500 employees

http://bpbcpa.com

H1B Sponsorship

Berkowitz Pollack Brant Advisors + CPAs has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

Represents job field similar to this job

Trends of Total Sponsorships

2025 (4)

2023 (2)

2022 (2)

2021 (2)