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Senior Wealth Tax Strategist – Trusts & Estates
Job in
Boca Raton, Palm Beach County, Florida, 33481, USA
Listed on 2026-05-31
Listing for:
Berkowitz Pollack Brant Advisors + CPAs, LLP
Full Time
position Listed on 2026-05-31
Job specializations:
-
Finance & Banking
Wealth Management, Tax Advisor, Accounting & Finance
Job Description & How to Apply Below
Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Senior Manager in Wealth Tax to advise high-net-worth individuals and families. This role involves leading fiduciary tax engagements and providing advanced tax strategies.
The ideal candidate will have a strong background in estate and gift taxation, with excellent communication skills and the ability to mentor junior staff. Commitment to client relationships is essential.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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