Berkowitz Pollack Brant Advisors + CPAs · 1 week ago
Managing Director- Wealth Tax
Boca Raton
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expBerkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in tax, assurance, and advisory services. They are seeking a Managing Director in Wealth Tax & Private Client Services to lead their trusts and estates practice, advising ultra-high-net-worth clients and driving practice growth while mentoring staff.
AccountingConsultingCrowdfundingFinancial ServicesService Industry
Responsibilities
Serve as a trusted advisor to high-net-worth and ultra-high-net-worth clients on sophisticated trust, estate, gift, and GST tax matters
Lead the development and execution of advanced wealth transfer, charitable, and succession planning strategies
Oversee complex fiduciary income tax, estate tax, and gift tax engagements, ensuring excellence in service delivery and risk management
Drive growth of the Wealth Tax and Trusts & Estates practice through client origination, cross-selling, and collaboration across Baker Tilly’s national platform
Maintain and expand relationships with attorneys, trustees, investment advisors, and family office professionals
Provide executive leadership and mentorship to Senior Managers, Managers, and staff; play a key role in recruiting and retaining top talent
Represent the firm through thought leadership, speaking engagements, and participation in professional organizations focused on private wealth and estate planning
Stay at the forefront of legislative and regulatory developments impacting trusts and estates and proactively guide clients and teams
Qualification
Required
Bachelor's degree in Accounting or Finance; CPA required
Minimum of ten (10)+ years of experience in trust and estate taxation and private client services
Deep expertise in fiduciary taxation, estate and gift tax planning, charitable planning, and wealth preservation strategies
Proven success in client relationship management, practice growth, and leadership
Strong executive presence, communication skills, and strategic mindset
Preferred
JD or LL.M. in Taxation strongly preferred
Company
Berkowitz Pollack Brant Advisors + CPAs
Berkowitz Pollack Brant has joined Baker Tilly - follow Baker Tilly US on LinkedIn! For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com.
201-500 employees
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)
Funding
Current Stage
Growth StageLeadership Team
Joseph L. Saka, CPA/PFS
Chief Executive Officer
Jose Vergara
President and COO
Recent News
2025-05-27
Morningstar.com
2025-04-11
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