Teams at Berkowitz Pollack Brant

Manage and review fiduciary, estate, and gift tax returns; provide estate, gift, and GST tax planning; advise on wealth transfer and trust structuring; research tax law; supervise and mentor tax staff; coordinate with advisors and attorneys; assist with fiduciary accounting and estate administration.

Manage accounting for diverse real estate portfolios: A/P, A/R, month-end close, financial statements, variance analysis, cash flow/NOI/KPI reporting, RET/CAM reconciliations, fixed assets, budgeting, compliance, tax and payroll support, and client communication.

The role involves managing international tax compliance for high-net-worth individuals and providing consulting advice on cross-border tax planning. Responsibilities include supervising client engagements, conducting tax research, and mentoring staff.