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Berkowitz Pollack Brant Advisors + CPAs · 1 day ago

Senior Manager of Tax Services- Private Wealth

Boca Raton

Full-time

Onsite

Senior Level, Lead/Staff

8+ years exp

Berkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in delivering high-quality tax, assurance, and advisory services. The Senior Manager in Wealth Tax – Trusts & Estates will advise high-net-worth individuals and families on complex fiduciary tax matters, oversee multiple engagements, and mentor staff while expanding the firm’s private client services.

AccountingConsultingCrowdfundingFinancial ServicesService Industry

Growth Opportunities

H1B Sponsor Likely

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

Qualification

CPATrustEstate taxationFiduciary income taxEstateGift tax planningWealth preservation strategiesClient advisory skillsLeadershipMentoringCommunication skills

Required

Bachelor's degree in Accounting or Finance; CPA required

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

Preferred

JD or LL.M. in Taxation strongly preferred

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)