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Berkowitz Pollack Brant Advisors + CPAs, LLP

Senior Wealth Tax Strategist – Trusts & Estates

boca raton, FL

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About this opportunity

Berkowitz Pollack Brant Advisors + CPAs, LLP lists this Senior Wealth Tax Strategist – Trusts & Estates opportunity in boca raton, Florida. Review the employer’s description below for duties, qualifications and application requirements.

Job description

Berkowitz Pollack Brant Advisors + CPAs, LLP is seeking a Senior Manager in Wealth Tax to advise high-net-worth individuals and families. This role involves leading fiduciary tax engagements and providing advanced tax strategies.

The ideal candidate will have a strong background in estate and gift taxation, with excellent communication skills and the ability to mentor junior staff. Commitment to client relationships is essential.

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Worksite address

boca raton, FL, 33481, US

Who can apply

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