Manager of Tax Services-Private Wealth

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Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States.

Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.

Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.

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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.

If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!