Senior Manager of Tax Services- Private Wealth

Berkowitz Pollack Brant Advisors + CPAs, LLP; Boca Raton (FL); On-site; USD 100,000 - 150,000; Full time

Job summary

Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Senior Manager in Wealth Tax to advise high-net-worth individuals and families. This role involves leading fiduciary tax engagements and providing advanced tax strategies.

The ideal candidate will have a strong background in estate and gift taxation, with excellent communication skills and the ability to mentor junior staff. Commitment to client relationships is essential.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA required.
• At least 8 years of experience in trust and estate taxation.
• Strong experience with high-net-worth individuals.

Responsibilities

• Lead and review complex fiduciary and estate tax engagements.
• Serve as advisor to high-net-worth individuals and family offices.
• Design advanced estate and gift tax strategies.

Skills

Advising high-net-worth individuals

Fiduciary tax matters

Leadership

Excellent communication skills

Education

Bachelor's degree in Accounting or Finance; CPA required

JD or LL.M. in Taxation

Job description

Position Overview

Senior Manager in Wealth Tax – Trusts & Estates, serving as a senior technical and client-facing leader advising high-net-worth individuals and families on complex fiduciary tax matters.

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.

Qualifications

• Bachelor's degree in Accounting or Finance; CPA required.
• JD or LL.M. in Taxation strongly preferred.
• 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.

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.