Berkowitz Pollack Brant Advisors + CPAs · 1 week ago
Senior Manager Tax Services- Corporate Tax
West Palm Beach
Full-time
Onsite
Senior Level, Lead/Staff
8+ years expBerkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in tax, assurance, and advisory services. The Senior Manager of Tax Services will oversee complex tax engagements, provide advanced tax planning, and serve as a trusted advisor to clients, while also mentoring staff and collaborating with partners on client strategies.
AccountingConsultingCrowdfundingFinancial ServicesService Industry
Responsibilities
Serve as the primary relationship manager for complex and high-value corporate and business services tax clients
Oversee and direct multiple tax engagements, ensuring technical excellence, risk management, and timely delivery
Lead advanced tax planning and consulting projects involving C corporations, partnerships, S corporations, and high-net-worth individuals
Identify and proactively address tax risks and planning opportunities, providing strategic recommendations aligned with client business objectives
Review and approve complex federal, state, and local income tax returns and related filings
Provide technical leadership on complex tax issues, including multi-state taxation, entity structuring, and transactional matters
Manage and resolve federal and state tax audits, examinations, and notices
Collaborate with partners to develop and execute client service strategies, engagement pricing, and scope management
Play an active role in business development efforts, including identifying cross-selling opportunities, participating in client proposals, and expanding existing client relationships
Lead, mentor, and develop managers, seniors, and staff through coaching, performance evaluations, and technical training
Drive process improvements, standardization, and adoption of best practices to enhance efficiency and scalability
Monitor engagement economics, including budgeting, billing, and realization
Represent the firm professionally in client meetings, internal leadership discussions, and external networking opportunities
Qualification
Required
Bachelor's degree in Accounting required
CPA license required
Minimum of 8+ years of progressive tax experience, including significant experience in business entity taxation within a public accounting environment
Demonstrated expertise in tax compliance and consulting for C corporations, partnerships, and S corporations
Strong technical knowledge of federal and state tax regulations, with the ability to apply complex rules to practical client situations
Proven experience managing complex engagements and serving as the primary client contact
Track record of mentoring and developing high-performing teams and future leaders
Excellent research, analytical, and problem-solving skills
Exceptional written, verbal, and presentation skills
Strong project management, organizational, and leadership abilities
Client-focused, results-oriented, and strategic mindset
Preferred
Master's degree in Taxation or related field strongly preferred
Experience supporting business development and practice growth initiatives 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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