Senior Manager of Tax Services

6 hours ago


Fort Lauderdale, Florida, United States Berkowitz Pollack Brant Full time
Job Summary

As a Senior Manager of Tax Services, you will be responsible for the research, compliance, and planning of Estate, Gift, and Trust Tax Returns. This role requires a strong understanding of tax laws and regulations, as well as excellent communication and leadership skills.

Key Responsibilities
  • Conduct post-mortem planning, including the use of disclaimers and allocation of generation-skipping transfer tax exemption.
  • Understand and implement estate plans to reduce estate and/or gift tax and maximize family wealth.
  • Develop charitable giving strategies to minimize estate, gift, and income tax.
  • Review federal estate tax returns and applicable state inheritance/estate tax returns.
  • Review fiduciary income tax returns and provide planning to minimize taxes.
  • Ability to understand and analyze partnership and corporate structure as they relate to the family's organization.

Requirements
  • Bachelor's degree in accounting or related field required.
  • Experience managing multiple client engagements.

About Us
Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Florida. We are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States. Our team of over 400 accountants, tax specialists, and consultants is dedicated to providing exceptional service to our clients.

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