Senior Manager of Tax Services- Private Wealth
Berkowitz Pollack Brant (BPB), now part of Baker Tilly, is a leading accounting firm known for its excellence in tax, assurance, and advisory services. As of January 1, 2026, BPB has merged with Baker Tilly, a global advisory, tax, and assurance firm. Baker Tilly offers a wide range of services and operates in major financial centers across the U.S. and internationally.
About the role
The Senior Manager in Wealth Tax – Trusts & Estates position at Baker Tilly focuses on advising high-net-worth individuals and families on complex fiduciary tax matters. This role involves leading and reviewing complex fiduciary, estate, and gift tax engagements, providing strategic advice, supervising team members, and staying updated on legislative changes.
Responsibilities
Lead and review complex fiduciary, estate, and gift tax engagements, ensuring technical accuracy and timely delivery.
Serve as a primary advisor to high-net-worth individuals, family offices, trustees, and fiduciaries on estate and wealth transfer planning.
Design and implement advanced estate, gift, and GST tax strategies, including charitable planning and multi-generational wealth transfer.
Provide guidance on trust administration, fiduciary accounting issues, and complex income tax matters for trusts and estates.
Maintain strong client relationships and identify opportunities to expand services across tax, advisory, and assurance practices.
Supervise, mentor, and develop Managers, Senior Associates, and staff; provide leadership on technical training and development.
Collaborate closely with attorneys, investment advisors, and estate planners to deliver integrated client solutions.
Monitor legislative developments and proactively advise clients and internal teams on emerging trust and estate tax issues.
Qualifications
Bachelor’s degree in Accounting or Finance; CPA required.
JD or LL.M. in Taxation strongly preferred.
Minimum of eight (8) years of progressive experience in trust and estate taxation.
Advanced knowledge of fiduciary income tax, estate and gift tax planning, and wealth preservation strategies.
Strong experience advising high-net-worth individuals and family offices.
Demonstrated leadership and mentoring capabilities.
Excellent communication and client advisory skills.