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Senior Wealth Tax Manager, Trusts & Estates
Job in
Miami, Miami-Dade County, Florida, 33222, USA
Listed on 2026-06-19
Listing for:
Berkowitz Pollack Brant Advisors + CPAs, LLP – Legacy
Full Time
position Listed on 2026-06-19
Job specializations:
-
Finance & Banking
Wealth Management
Job Description & How to Apply Below
Berkowitz Pollack Brant Advisors + CPAs, LLP – Legacy is seeking a Manager in Wealth Tax – Trusts & Estates in Miami, Florida. This role involves delivering fiduciary tax compliance and planning services to high-net-worth clients, managing tax engagements, and developing client relationships.
The ideal candidate will possess a CPA and a strong background in trust and estate taxation, with multiple years of relevant experience. You will supervise staff and work closely with clients on tailored wealth transfer strategies.
#J-18808-LjbffrPosition Requirements
10+ Years
work experience
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