Wealth & Trust Tax Manager: Lead Fiduciary Planning
Listed on 2026-09-30
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Finance & Banking
Wealth Management, Financial Compliance, Regulatory Compliance Specialist
Berkowitz Pollack Brant Advisors + CPAs seeks a Manager in Wealth Tax-Trusts & Estates to deliver fiduciary tax compliance and planning for high-net-worth individuals, families, family offices, and fiduciaries. You will lead engagements, supervise staff, and collaborate with attorneys and financial advisors to optimize estate strategies.
This role provides deep technical exposure to trust and state taxation, with growth opportunities within a national network and a client-focused environment
Are you ready to take on the Wealth & Trust Tax Manager:
Lead Fiduciary Planning role at Berkowitz Pollack Brant Advisors + CPAs?
Join us at Berkowitz Pollack Brant Advisors + CPAs as our next Wealth & Trust Tax Manager:
Lead Fiduciary Planning in United States.
We are currently recruiting a Wealth & Trust Tax Manager:
Lead Fiduciary Planning for our team in United States.
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