Berkowitz Pollack Brant
Associate Director of Tax Services
Berkowitz Pollack Brant, Fort Lauderdale, FL
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 100 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 Descriptions
As the Associate Director of Tax Services - Trust & Estate, you will play a crucial role in our tax
practice, overseeing the research, compliance, planning, and administration of Estate, Gift, and Trust
Tax Returns. You will be responsible for conducting post-mortem planning, developing charitable
giving strategies, and reviewing fiduciary accountings for trusts and estates.
Responsibilities:
• Research, comply, plan, and administer estate, gift, and trust tax returns.
• Conduct post-mortem planning, including the use of disclaimers and allocation of
generation-skipping transfer tax exemption.
• Implement estate plans to reduce estate and/or gift tax and maximize family wealth,
including inter-vivos trusts and postmortem trusts.
• 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.
• Analyze partnership and corporate structures 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, with at least two years in 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.
What We Offer:
• A competitive and equitable workplace.
• Professional development and career growth opportunities.
• A diverse and inclusive culture.
2 / 2
125%
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
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 100 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 Descriptions
As the Associate Director of Tax Services - Trust & Estate, you will play a crucial role in our tax
practice, overseeing the research, compliance, planning, and administration of Estate, Gift, and Trust
Tax Returns. You will be responsible for conducting post-mortem planning, developing charitable
giving strategies, and reviewing fiduciary accountings for trusts and estates.
Responsibilities:
• Research, comply, plan, and administer estate, gift, and trust tax returns.
• Conduct post-mortem planning, including the use of disclaimers and allocation of
generation-skipping transfer tax exemption.
• Implement estate plans to reduce estate and/or gift tax and maximize family wealth,
including inter-vivos trusts and postmortem trusts.
• 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.
• Analyze partnership and corporate structures 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, with at least two years in 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.
What We Offer:
• A competitive and equitable workplace.
• Professional development and career growth opportunities.
• A diverse and inclusive culture.
2 / 2
125%
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!