Senior Wealth Tax Manager, Trusts & Estates

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

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.