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Berkowitz Pollack Brant Advisors + CPAs · 3 days ago

Manager of Tax Services-Private Wealth

Miami

Full-time

Onsite

Senior Level

5+ years exp

Berkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in tax, assurance, and advisory services. The Manager in Wealth Tax – Trusts & Estates will deliver fiduciary tax compliance and planning services to high-net-worth clients while managing engagements and developing relationships.

AccountingConsultingCrowdfundingFinancial ServicesService Industry

Growth Opportunities

H1B Sponsor Likely

Responsibilities

Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings

Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters

Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives

Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation

Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback

Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration

Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues

Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams

Qualification

CPATrustEstate taxationFiduciary income taxTax software proficiencyAnalytical skillsSupervisory skillsResearch skillsMicrosoft Office SuiteProblem-solving skills

Required

Bachelor's degree in Accounting, Finance, or related field

CPA required

Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment

Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements

Strong analytical, research, and problem-solving skills

Demonstrated ability to supervise and develop staff

Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite

Preferred

JD or LL.M. in Taxation

Experience with fiduciary accounting and estate administration

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)