Berkowitz Pollack Brant Advisors + CPAs

Role Description 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. Benefits - If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!

• Lead and manage client engagements related to accounting technology implementation, financial system optimization, and managed accounting solutions. • Oversee the configuration, deployment, and support of accounting systems and ERP platforms for client organizations. • Evaluate client financial processes and identify opportunities for automation, system integration, and operational improvement. • Serve as a primary point of contact for clients, ensuring clear communication, timely delivery of services, and high-quality outcomes. • Manage engagement timelines, budgets, and project deliverables while ensuring alignment with client expectations. • Supervise and mentor associates and senior associates, providing guidance, feedback, and professional development support. • Review team deliverables, including system documentation, workflow designs, and financial reporting outputs, to ensure accuracy and quality. • Collaborate with cross-functional teams to design and implement integrated technology solutions that support client business objectives. • Assist in the development of data dashboards, financial analytics tools, and reporting frameworks that enhance decision-making capabilities. • Stay informed on emerging technologies, accounting software platforms, and industry trends to continuously improve service offerings. • Support practice development initiatives by identifying new service opportunities and contributing to client proposals and business development activities.

• Support and lead portions of client engagements related to financial system implementations, accounting technology optimization, and managed accounting solutions. • Analyze client accounting processes and workflows to identify opportunities for automation, efficiency improvements, and technology enhancements. • Assist with the configuration, implementation, and support of accounting systems and ERP platforms. • Troubleshoot system issues and provide ongoing operational support for financial software applications. • Develop and maintain documentation related to system configurations, workflows, and client procedures. • Collaborate with clients and internal teams to gather business requirements and translate them into practical system solutions. • Assist in the development of financial dashboards, reporting tools, and analytics solutions that provide clients with actionable business insights. • Review work performed by associates and provide guidance, mentorship, and training to junior team members. • Communicate regularly with engagement teams and clients to ensure projects remain on schedule and deliverables meet quality standards. • Stay current on emerging accounting technologies, automation tools, and industry best practices to support continuous improvement in service delivery.