Manager of Tax Services- Private Wealth

Berkowitz Pollack Brant Advisors + CPAs, LLP – Legacy; Miami (FL); On-site; USD 80,000 - 120,000; Full time

Job summary

Berkowitz Pollack Brant Advisors + CPAs, LLP – Legacy is seeking a Manager in Wealth Tax – Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client relationships.

The ideal candidate will possess a CPA and a strong background in trust and estate taxation, with multiple years of relevant experience. You will supervise staff and work closely with clients on tailored wealth transfer strategies.

Qualifications

• Minimum of five (5) years of experience in trust and estate taxation.
• Strong working knowledge of fiduciary income tax, estate tax, and gift tax.
• Experience with fiduciary accounting and estate administration preferred.

Responsibilities

• Manage and review fiduciary, estate, and gift tax returns.
• Provide tax planning and advisory services.
• Assist clients with wealth transfer strategies.
• Research and interpret complex tax laws.
• Supervise and mentor tax staff.
• Collaborate with attorneys and financial advisors.
• Assist with fiduciary accounting and audit responses.
• Stay current on legislative changes.

Skills

Fiduciary income tax

Estate tax

Gift tax

Analytical skills

Research skills

Problem-solving skills

Supervision and staff development

Tax software proficiency

Education

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

CPA

JD or LL.M. in Taxation

Tools

CCH Axcess

GoSystem

Microsoft Office Suite

Job description

Position Overview

As a Manager in Wealth Tax – Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen technical expertise in trust and estate taxation while managing engagements and developing client relationships.

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.

Qualifications

• Bachelor’s degree in Accounting, Finance, or related field; CPA required.
• JD or LL.M. in Taxation preferred.
• 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.
• Experience with fiduciary accounting and estate administration preferred.
• 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.

Equal Employment Opportunity

Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.