Senior Manager of Tax Services

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 a Senior Manager - Trust & Estate Tax at BPB, you will play a pivotal role in advising clients on the tax implications related to their estate planning goals, recommending alternative strategies, and ensuring compliance with evolving tax regulations. You will be a key player in marketing, networking, and business development within your area of expertise, while staying ahead of potential changes in tax policy.

Responsibilities:

• Provide expert advice on trust and estate tax matters, helping clients navigate complex tax landscapes and optimize their tax strategies.
• Conduct thorough research and analysis to recommend effective tax strategies for trusts and estates.
• Manage and mentor a team of tax professionals, fostering a collaborative and high-performing work environment.
• Ensure timely and accurate completion of tax projects, meeting all deadlines and maintaining high attention to detail.
• Engage in marketing and networking activities to expand our client base and enhance our service offerings.
• Build and maintain strong relationships with clients, acting as their primary point of contact on assigned engagements.

Qualifications:

• Bachelor’s degree in accounting or a related field (master’s in accounting/Taxation or J.D. preferred).
• CPA or other relevant certification (preferred).
• 8+ years in trust and estate tax, with experience in supervising tax professionals and preparing/reviewing tax provisions.
• In-depth understanding of trust and estate tax standards and applications.
• Excellent oral and written communication skills.
• Strong analytical and research abilities.
• Superior organizational skills with a focus on detail and deadlines.
• Proficiency in Microsoft Office Suite, especially Word and Excel.

What We Offer:

• A competitive and equitable workplace.
• Professional development and career growth opportunities.
• A diverse and inclusive culture.

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