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Boca Raton, Florida, United States
Hybrid
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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.
Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Position Overview:
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.
Responsibilities:
Lead and review complex fiduciary, estate, and gift tax engagements, ensuring technical accuracy and timely delivery.
Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning.
Design and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth transfer.
Provide guidance on trust administration, fiduciary accounting issues, and complex income tax matters for trusts and estates.
Maintain strong client relationships and identify opportunities to expand services across tax, advisory, and assurance practices.
Supervise, mentor, and develop Managers, Senior Associates, and staff; provide leadership on technical training and development.
Collaborate closely with attorneys, investment advisors, and estate planners to deliver integrated client solutions.
Monitor legislative developments and proactively advise clients and internal teams on emerging trust and estate tax issues.
Qualifications:
Bachelor’s degree in Accounting or Finance; CPA required. JD or LL.M. in Taxation strongly preferred.
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!
