What are the responsibilities and job description for the Senior Manager of Tax Services position at Berkowitz Pollack Brant Advisors + CPAs, LLP?
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 offices in Miami, Ft. Lauderdale, Boca Raton, West Palm Beach and New York City.
With more than 400 accountants, tax specialists and consultants, we are one of the largest accounting firms in South Florida and one of the top 50 firms in the United States.
We are an Equal Opportunity Employer, committed to providing career opportunities to firm members of all races, genders, sexual orientations and beliefs.
Job Description:
In this role the Senior Manager of Tax Services, Trust & Estate will be responsible for the research, compliance, planning and administration of Estate, Gift and Trust Tax Returns
Responsibilities:
Conduct Post-mortem planning, including use of disclaimers, allocation of generation-skipping transfer tax exemption and interface with attorneys, personal representatives, and beneficiaries.
Understand and implement estate plans to reduce estate and/or gift tax and maximize family wealth, including inter-vivos trusts, postmortem trusts and use of annual/life-time exemptions.
Develop charitable giving strategies to minimize estate, gift, and income tax.
Review judicial and non-judicial fiduciary accountings for trusts and estates.
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.
Qualifications:
Bachelor's degree in accounting or related field required; Master's Degree preferred
Minimum four years of experience in public accounting, two years with estate and trust concentration
CPA license required
Experience reviewing 1041s, 709s and 706s
Strong research skills
Experience managing multiple client engagements
Ability to work in a fast-paced environment and anticipate client needs
Strong communication and interpersonal skills
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
