Director of Tax Services- Private Wealth

Berkowitz Pollack Brant • New York City, NY

7d

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with a longstanding presence in South Florida and New York. BPB has earned a strong reputation for delivering high-quality tax, assurance, and advisory services and has been consistently recognized among the top 100 accounting firms in the United States. Effective January 1, 2026, BPB was acquired by and combined with Baker Tilly, a leading global advisory, tax, and assurance firm. During this transition period, the firm operates as Berkowitz Pollack Brant × Baker Tilly, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities. We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations, and beliefs. Position Summary As a Director in Wealth Tax & Private Client Services , you will play a key leadership role in delivering trust and estate tax services to high-net-worth and ultra-high-net-worth individuals, families, and family offices. This role focuses on providing technical expertise, managing complex engagements, supporting practice growth initiatives, and developing talent, while collaborating closely with senior leadership on strategic objectives.

Requirements

• Bachelor’s degree in Accounting or Finance; CPA required.
• Minimum of eight (8)+ years of experience in trust and estate taxation and private client services.
• Strong technical knowledge of fiduciary taxation, estate and gift tax planning, charitable planning, and wealth transfer strategies.
• Demonstrated ability to manage client relationships and lead complex engagements.
• Proven experience mentoring and developing professionals at various levels.
• Excellent communication skills, sound judgment, and a collaborative leadership approach.

Nice To Haves

• JD or LL.M. in Taxation preferred.

Responsibilities

• Advise high-net-worth and ultra-high-net-worth clients on complex trust, estate, gift, and GST tax matters.
• Design and implement wealth transfer, charitable giving, and succession planning strategies in collaboration with senior leaders.
• Manage and review complex fiduciary income tax, estate tax, and gift tax engagements, ensuring quality, compliance, and risk management standards are met.
• Support the growth of the Wealth Tax and Trusts & Estates practice through client relationship management, cross-functional collaboration, and participation in business development initiatives.
• Build and maintain strong relationships with attorneys, trustees, investment advisors, and other external professionals.
• Mentor and develop Senior Managers, Managers, and staff; contribute to recruiting, training, and retention efforts.
• Contribute to thought leadership initiatives, including internal training, publications, and participation in professional organizations related to private wealth and estate planning.
• Monitor legislative and regulatory developments affecting trusts and estates and assist in translating changes into actionable guidance for clients and teams.

What This Job Offers

• Job Type: Full-time
• Career Level: Director
• Number of Employees: 251-500 employees