It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, and New York City.
With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 100 firms in the United States
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.
Job Descriptions
As the Trusts and Estates Tax Manager, you will play a key role in managing client relationships and providing high-quality tax services. You will have the opportunity to work with a talented team and develop your technical expertise in trusts and estates taxation.
Responsibilities:
Manage and review trust, estate, and gift tax returns (Forms 1041, 706, 709, etc.) to ensure compliance with federal and state tax regulations.
Provide strategic tax planning and advisory services to high-net-worth individuals, family offices, and fiduciaries.
Conduct estate and gift tax planning, wealth transfer strategies, and charitable giving consultations.
Research and interpret tax laws related to trusts, estates, and wealth preservation strategies.
Supervise and mentor tax staff, providing guidance and training on fiduciary taxation.
Collaborate with attorneys, financial advisors, and estate planners to develop comprehensive estate plans.
Represent clients in tax audits and inquiries related to trust and estate matters.
Stay current on changes in tax laws affecting trusts and estates and communicate implications to clients and internal teams.
Qualifications:
Bachelor’s degree in Accounting, Finance, or related field; CPA and/or JD, LLM in Taxation preferred.
5+ years of experience in trust and estate taxation, preferably in a public accounting or law firm setting.
Strong knowledge of federal and state tax laws governing trusts, estates, and gift tax.
Experience with fiduciary accounting and estate administration is a plus.
Excellent research, analytical, and problem-solving skills.
Strong leadership and mentoring abilities to support junior staff development.
Effective communication skills to interact with clients and advisors.
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!
Top Skills
What We Do
Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US. Our team of accounting and consulting professionals work with affiliate firms Provenance Wealth Advisors, BayBridge Capital Advisors and BayBridge Real Estate Capital to bring clients a comprehensive approach to income, estate, financial and business planning.
Our main areas of focus include domestic and international tax, audit and assurance services, business advisory services, estate and corporate planning, forensic accounting, litigation support and business valuation.
Our clients are entrepreneurs, executives, and privately held and publicly traded companies in the United States and Latin America.
We have been recognized by both Accounting Today and INSIDE Public Accounting as one of the top 60 firms in the U.S. and INSIDE Public Accounting named us one of the "Best of the Best" CPA firms in America 19 times.
For more information, visit www.bpbcpa.com, www.provwealth.com, www.baybridgecapitaladvisors.com or www.baybridgerec.com
