Senior Wealth Tax Strategist – Trusts & Estates

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

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.