Manager of Tax Services- Private Wealth
Bpbcpa
- # Manager of Tax Services- Private WealthApplylocations: Miami: West Palm Beach: Boca Raton: Fort Lauderdaletime type: Full timeposted on: Posted 6 Days Agojob requisition id: JR100367**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 Baker Tilly X Berkowitz Pollack Brant, Advisors + CPAs, reflecting our integration into Baker Tilly’s expansive national and global network, enhanced resources, and broad range of opportunities.Baker Tilly is a leading advisory, tax and assurance firm, providing clients with a genuine coast-to-coast and global advantage in major regions of the U.S. and in many of the world’s leading financial centers – New York, London, San Francisco, Los Angeles, Chicago and Boston. Baker Tilly Advisory Group, LP and Baker Tilly US, LLP (Baker Tilly) provide professional services through an alternative practice structure in accordance with the AICPA Code of Professional Conduct and applicable laws, regulations and professional standards. Baker Tilly US, LLP is a licensed independent CPA firm that provides attest services to its clients. Baker Tilly Advisory Group, LP and its subsidiary entities provide tax and business advisory services to their clients. Baker Tilly Advisory Group, LP and its subsidiary entities are not licensed CPA firms.Baker Tilly Advisory Group, LP and Baker Tilly US, LLP, trading as Baker Tilly, are independent members of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 141 territories, with 43,000 professionals and a combined worldwide revenue of $5.2 billion. Visit bakertilly.com or join the conversation on LinkedIn, Facebook and Instagram.Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.***Baker Tilly is an equal opportunity/affirmative action employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability or protected veteran status, gender identity, sexual orientation, or any other legally protected basis, in accordance with applicable federal, state or local law.******Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.***Position Overview:As a **Manager in Wealth Tax – Trusts & Estates**, you will play a critical role in delivering fiduciary tax compliance and planning services to high-net-worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen technical expertise in trust and estate taxation while managing engagements and developing client relationships.**Responsibilities:*** Manage and review fiduciary, estate, and gift tax returns, including Forms 1041, 706, 709, and related state filings.* Provide tax planning and advisory services related to estate, gift, and generation-skipping transfer (GST) tax matters.* Assist clients with wealth transfer strategies, charitable planning, and trust structuring to achieve long-term family objectives.* Research and interpret complex federal and state tax laws affecting trusts, estates, and fiduciary income taxation.* Supervise, mentor, and review the work of tax staff and senior associates; provide training and performance feedback.* Collaborate with attorneys, financial advisors, trustees, and estate planners to support comprehensive estate planning and administration.* Assist with fiduciary accounting, estate administration matters, and audit or inquiry responses related to trust and estate tax issues.* Stay current on legislative and regulatory changes impacting trusts and estates and communicate implications to clients and internal teams.**Qualifications:*** Bachelor’s degree in Accounting, Finance, or related field; CPA required. JD or LL.M. in Taxation preferred.* Minimum of five (5) years of experience in trust and estate taxation, preferably in a public accounting or law firm environment.* Strong working knowledge of fiduciary income tax, estate tax, gift tax, and related compliance requirements.* Experience with fiduciary accounting and estate administration preferred.* Strong analytical, research, and problem-solving skills.* Demonstrated ability to supervise and develop staff.* Proficiency in tax software (CCH Axcess, GoSystem, or similar) and Microsoft Office Suite.
- J-18808-Ljbffr Bpbcpa
Vacancy posted 3 days ago
Similar jobs that could be interesting for youBased on the Manager of Tax Services- Private Wealth in Miami, FL vacancy
- Position Overview As a Manager in Wealth Tax - Trusts & Estates, you will play a critical role in delivering fiduciary tax compliance and planning services to high‑net‑worth individuals, families, family offices, and fiduciaries. This role offers the opportunity to deepen...PrivateWork at officeLocal area
$104.6k - $191.6k
...serving the global financial services marketplace and the only... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...provides specialized tax technical services to U.S.... ...professionals on hedge fund, private equity, and mutual fund taxation...PrivateFull timeSummer holidayLocal areaFlexible hours$116.2k - $212.9k
...serving the global financial services marketplace and the only... ...Banking and Capital Markets, Wealth and Asset Management, Insurance, and Real Estate... ...FSO team! EY’s FSO tax practice provides comprehensive... ...facets of hedge fund, private equity fund and mutual fund...PrivateWork experience placementSummer holidayLocal areaFlexible hoursEY
Miami, FL5 days ago- ...seeking an experienced professional to manage client processes and drive new... ...ideal candidate will have 12+ years in private banking or complex financial services, demonstrating exceptional... ...relationships and deliver comprehensive wealth management strategies, working alongside...Private
- JPMorganChase is hiring a Private Client Advisor in Miami, Florida. In this role, you will provide comprehensive financial planning and advice to clients of varying wealth. Responsibilities include building strong client relationships, delivering personalized investment...Private
- BCG Attorney Search is seeking a Junior/Mid-Level Tax and Private Wealth Associate in Miami, Florida. This role involves advising both foreign and domestic clients on U.S. federal income, gift, and estate tax matters, particularly focusing on cross-border tax planning....PrivateWork at office3 days per week
$130k - $175k
The Blackstone Group L.P. seeks a Client Services Associate in Miami to handle operational inquiries and manage projects for Blackstone Private Wealth. Candidates should possess a Bachelor’s Degree and 5+ years of financial industry experience. Successful candidates will...Private$100k - $130k
...Blackstone Group L.P. is seeking a professional based in Miami, Florida, to handle operational inquiries and manage various projects within Blackstone Private Wealth. The ideal candidate will possess a Bachelor’s Degree and have at least 2 years of financial industry...Private- Job Overview A law firm seeks a Junior/Mid-Level Tax and Private Wealth Associate in Miami, Florida. The role involves advising foreign and domestic... ...information reporting. Ensure FATCA and CRS compliance. Manage U.S. withholding tax matters, including FIRPTA. Advise on...PrivateWork at office3 days per week
- ## Manager of Tax Services- High Net Worth Individuals/International TaxApplylocations: Miami: West... ...International Tax Manager to join our growing Private Client Services practice, with a focus... ...of U.S. international tax rules, wealth preservation, and global tax planning...Private practiceLocal areaRemote workWorldwide
- The Private Client experience at J.P. Morgan offers a pathway to Wealth Management through comprehensive, expert planning. The Private Wealth... ...with an integrated client service team to provide clients with... ...trusts & estates, individual tax rules (both transfer and income...PrivateWork at office
- AllianceBernstein L.P. is seeking a Private Wealth Associate in Miami, Florida. In this role, you'll work closely with Financial Advisors... ...providing asset allocation recommendations and exceptional customer service. The ideal candidate will have strong analytical and...Private
- ...Bernstein Private Wealth Management Associate Bernstein Private Wealth Management is a premier investment management firm advising high-net-... ...talent. Bernstein Private Wealth Associates are client service professionals who exhibit drive, ambition, and exceptional...PrivateFlexible hours
AllianceBernstein
Miami, FL5 days ago - ...day.” Kaufman Rossin is a privately owned, independent public accounting... ...sister entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Tax Manager to join our dynamic team in Miami...PrivateWork at office
Kaufman Rossin
Miami, FL4 days ago - Position Overview Bernstein Private Wealth Management is a premier investment management firm advising high-net-worth and ultra‑high-net-worth clients... ...talent. Bernstein Private Wealth Associates are client‑service professionals who exhibit drive, ambition, and exceptional...PrivateFlexible hours
$124k - $335k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasPwC
Miami, FL1 day ago- ...Associate Sales with Goldman Sachs Wealth Services, L.P. in Miami, Florida. Execute tax planning, projection and review (... ...quarterly reviews, and manage clients' requests. Prepare extension... ...planning. Support donor-advised funds, private foundations, and charitable...Private
$70k
Overview The Senior Wealth Advisor SAFE Act is a senior strategic... ...of financial and investment services to an Ultra high Net Worth client... ...base in the United States. Manage accounts of high net worth... ...financial strategies with the Private Bankers. Conduct sophisticated...PrivateFull timeWork at office- Corient Private Wealth LLC. in Miami, FL is looking for a Director of FP&A to oversee financial planning and analysis for wealth management. This role involves financial modeling, budgeting, and collaborating with various departments. Candidates should have a strong background...Private
$99k - $266k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 40% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy...Full timeH1bPwC
Miami, FL1 day ago$150k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% A career in our Financial Services Tax practice, within Corporate Tax services, will provide you with the opportunity to...Full timeH1bLocal areaOverseasPwC
Miami, FL1 day ago$102.5k - $209.4k
...history, delivering excellent service through innovation has been a... ...of our DNA across our audit, tax, and consulting groups. That's... ...is currently searching for a Manager to support projects in the areas... ...audit services to public and private entities while also helping clients...PrivateWork at officeLocal areaRemote workWorldwideCrowe
Miami, FL4 days ago$130k - $175k
Dormont Manufacturing Co in Miami, Florida is seeking a qualified candidate to manage operational inquiries from financial advisors concerning Blackstone investment offerings. The ideal candidate will need a Bachelor’s Degree and at least 5 years of financial industry...Private$100k - $130k
...Blackstone Private Wealth Investor Services Associate Blackstone is the world's largest alternative asset manager. We seek to create positive economic impact and long-term value for our investors, the companies we invest in, and the communities in which we work. We...PrivateLocal areaFlexible hours- Registered Client Service Associates provide exceptional service to our clients and support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily basis. Through regular... .../or other duties directed by local management Administrative Support Answering...PrivateWork at officeLocal area
- ...Registered Client Service Associate Registered Client Service Associates provide exceptional... ...support Financial Advisor(s) (FAs)/ Private Wealth Advisor(s) (PWAs)/ teams on a daily... ...and/or other duties directed by local management Administrative Support: Answering...PrivateWork at officeLocal area
- ...Kaufman Rossin is a privately owned, independent public... ...entities Kaufman Rossin Wealth and Kaufman Rossin Alternative Investment Services. Think you have what it... ...Kaufman Rossin is seeking a Manager level professional with International Tax experience to join our dynamic...PrivateOverseas
Kaufman Rossin
Miami, FL4 days ago $220k - $230k
Business Group: Blackstone Private Wealth Business Group Overview Blackstone Private Wealth was established to answer the growing demand... ...Partnering with many of the world's largest private banks and wealth management firms as well as family offices, Blackstone's Private Wealth...PrivateLocal area- ...projects, budgeting, investment operations, and exposure to estate and tax planning. Training will be provided on more advanced... ...project tracking Gain exposure to investment operations, including private investments and hedge fund structures Assist with ad hoc financial...PrivateWork at office
$77k - $214k
...Specialty/Competency: Industry Tax Practice Industry/Sector: Asset and Wealth Management Time Type: Full time Travel Requirements: Up to 20% At PwC, our people in tax services focus on providing advice and guidance to clients on tax planning, compliance, and strategy...Full timeH1bPwC
Miami, FL5 days ago
Do you want to receive more vacancies?
Subscribe and receive similar vacancies to Manager of Tax Services- Private Wealth. Be the first to apply!
Related searches
- tax manager Miami, FL
- remote tax manager Miami, FL
- state tax manager Miami, FL
- sales & use tax manager Miami, FL
- senior international tax manager Miami, FL
- senior tax director Miami, FL
- property tax manager Miami, FL
- international tax director Miami, FL
- hedge fund private equity tax manager Miami, FL
- indirect tax manager Miami, FL