Berkowitz Pollack Brant Advisors + CPAs, LLP Verified 7h ago
Senior Manager of Tax Services- Private Wealth
Fort LauderdaleAll locationsFort LauderdaleBoca RatonWest Palm BeachMiami On-site
Salary not listedPaySalary not listed
TypeFull-time
Work settingOn-site
Verified listing
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About the role
As a Senior Manager in Wealth Tax – Trusts & Estates , you will serve as a senior technical and client-facing leader, advising high-net-worth individuals and families on complex fiduciary tax matters. You will oversee multiple engagements, mentor managers and staff, and play a key role in expanding the firm’s private client services.
What you'll bring
- Bachelor’s degree in Accounting or Finance
- CPA required.
- Minimum of eight (8) years of progressive experience in trust and estate taxation.
- Advanced knowledge of fiduciary income tax, estate and gift tax planning, and wealth preservation strategies.
- Strong experience advising high-net-worth individuals and family offices.
- Demonstrated leadership and mentoring capabilities.
- Excellent communication and client advisory skills.
- If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
- JD or LL.M. in Taxation strongly preferred.
Locations
Fort LauderdaleBoca RatonWest Palm BeachMiami