Managing Director- Wealth Tax

Berkowitz Pollack Brant Advisors + CPAs • West Palm Beach, FL

2d

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. As a Managing Director in Wealth Tax & Private Client Services, you will serve as a senior leader responsible for shaping the firm’s trusts and estates practice. This role focuses on advising ultra-high-net-worth individuals, multi-generational families, and family offices on complex estate, fiduciary, and wealth transfer matters while driving practice growth and talent development. If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us! Established in 1980, Berkowitz Pollack Brant (BPB) is a certified public accounting firm with offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach, New York City, and a remote workforce throughout the country. With more than 400 accountants, tax specialists, advisors, and consultants, we are one of the largest accounting firms in South Florida, one of the top 100 firms in the nation, and one of the largest tax providers among firms under $100 million in annual revenue according to Accounting Today. Berkowitz Pollack Brant is proud to be included in Florida Trend’s annual list of the “Best Companies to Work For” in the state of Florida. In addition, the firm has been recognized by Accounting Today as one of the best CPA firms to work for. We are an equal-opportunity employer committed to creating a more diverse, equitable and inclusive firm with opportunities for growth and leadership for all. We provide an employee-centric workplace focused on integrity, mutual respect, ongoing training, and community service. Our success has proved that engaged and satisfied firm members provide outstanding services to clients.

Requirements

• Bachelor’s degree in Accounting or Finance; CPA required.
• JD or LL.M. in Taxation strongly preferred.
• Minimum of ten (10)+ years of experience in trust and estate taxation and private client services.
• Deep expertise in fiduciary taxation, estate and gift tax planning, charitable planning, and wealth preservation strategies.
• Proven success in client relationship management, practice growth, and leadership.
• Strong executive presence, communication skills, and strategic mindset.

Responsibilities

• Serve as a trusted advisor to high-net-worth and ultra-high-net-worth clients on sophisticated trust, estate, gift, and GST tax matters.
• Lead the development and execution of advanced wealth transfer, charitable, and succession planning strategies.
• Oversee complex fiduciary income tax, estate tax, and gift tax engagements, ensuring excellence in service delivery and risk management.
• Drive growth of the Wealth Tax and Trusts & Estates practice through client origination, cross-selling, and collaboration across Baker Tilly’s national platform.
• Maintain and expand relationships with attorneys, trustees, investment advisors, and family office professionals.
• Provide executive leadership and mentorship to Senior Managers, Managers, and staff; play a key role in recruiting and retaining top talent.
• Represent the firm through thought leadership, speaking engagements, and participation in professional organizations focused on private wealth and estate planning.
• Stay at the forefront of legislative and regulatory developments impacting trusts and estates and proactively guide clients and teams.

What This Job Offers

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