Manager of Tax Services- Private Wealth

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Established in
1980,Berkowitz Pollack Brant (BPB) isacertifiedpublicaccountingfirmwithalongstandingpresencein

South Florida and New York .BPBhasearnedastrongreputationfordeliveringhigh-quality tax,assurance,andadvisoryservicesandhasbeenconsistentlyrecognizedamongthetop
100accountingfirmsinthe

United

States.

Effective

January1,2026,BPBwasacquiredbyandcombinedwith Baker Tilly ,aleadingglobaladvisory,tax,andassurancefirm.

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TillyXBerkowitz Pollack Brant ,Advisors+CPAs,reflectingourintegrationinto

Baker

Tilly'sexpansivenationalandglobalnetwork,enhanced resources,andbroadrangeofopportunities.

Baker Tillyisaleadingadvisory,taxandassurancefirm,providingclientswithagenuinecoast-to-coastandglobaladvantageinmajorregionsoftheU.S.andinmanyoftheworld'sleadingfinancialcenters-New York,London,San Francisco,Los Angeles,Chicago and Boston.

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TillyUS,LLPisalicensedindependentCPAfirmthatprovidesattestservicestoitsclients.

Baker Tilly Advisory Group ,LPanditssubsidiaryentitiesprovidetaxandbusinessadvisoryservicestotheirclients.

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Baker

Tilly,areindependentmembersof

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43,000professionalsandacombinedworldwiderevenueof $5.2billion.

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Asa Managerin Wealth Tax -Trusts&Estates
,youwillplayacriticalroleindeliveringfiduciarytaxcomplianceandplanningservicestohigh-net-worth individuals,families,family offices,and fiduciaries.

Thisroleofferstheopportunitytodeepentechnicalexpertiseintrustandestatetaxationwhilemanagingengagementsanddevelopingclientrelationships.

• Manageandreviewfiduciary,estate,andgifttaxreturns,including
  
  Forms,andrelatedstatefilings.
• Providetaxplanningandadvisoryservicesrelatedtoestate,gift,and generation-skipping transfer(GST) tax matters.
• Assistclientswithwealthtransferstrategies,charitable planning,andtruststructuringtoachievelong-termfamilyobjectives.
• Researchandinterpretcomplexfederalandstatetaxlawsaffectingtrusts,estates,andfiduciaryincometaxation.
• Supervise,mentor,andreviewtheworkoftaxstaffandseniorassociates;providetrainingandperformancefeedback.
• Collaboratewithattorneys,financial advisors,trustees,andestateplannerstosupportcomprehensiveestateplanningandadministra…