Job Description

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.

As a Senior Associate in our Trusts and Estates Tax Services team, you will play a key role in managing tax compliance, planning, and advisory projects for high-net-worth individuals, families, and fiduciary entities. Working under the guidance of Managers and Directors, you will review complex returns, lead junior staff, and provide strategic insights that help clients achieve their estate and wealth transfer objectives.

Responsibilities

• Tax Preparation and Review: Prepare and review tax returns for individuals, partnerships, and corporations.
• Account Reconciliation: Reconcile tax expense and liability accounts accurately.
• Tax Research and Planning: Assist in conducting in-depth tax research and planning to identify optimal strategies for clients.
• Tax Documentation: Quantify and document federal and state income tax liabilities for tax returns, extensions, and estimated payments, including book/tax adjustments, federal/state modifications, and state apportionment.
• FAS 109 Calculations: Perform calculations for FAS 109, including quantifying the effective tax rate and current and deferred income tax expenses and taxes payable.
• Client Relations: Cultivate and maintain strong client relationships, ensuring high levels of satisfaction and effective communication.
• Mentorship: Train and mentor junior staff, providing guidance on tax projects and conducting performance assessments.
• Client Communication: Maintain active communication with clients to manage expectations, meet deadlines, and drive change efforts.
• Consultation and Advisory: Work closely with clients to recommend business and process improvements, acting as a trusted business advisor.
• Professional Development: Attend regular training sessions and stay updated on tax changes and issues affecting clients.
• Billing: Manage client billing efficiently and transparently.

Qualifications:

• Bachelor’s degree in Accounting required ; Master’s in Taxation, JD, or LL.M. in Taxation preferred
• C PA license required (Active or in progress)
• Minimum of 3–5 years of public accounting experience, ideally with exposure to trusts, estates, and high-net-worth clients.
• Technical Skills: Strong analytical, technical, and tax accounting/technology skills, with proficiency in US GAAP and tax compliance and consulting.
• Work Ethic: Ability to work additional hours as needed to meet client demands.
• Excellent analytical, communication, and leadership skills.
• Ability to manage multiple engagements and meet deadlines in a fast-paced environment.

What We Offer:

• A competitive and equitable workplace.
• Professional development and career growth opportunities.

• A diverse and inclusive culture.

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