Manager of Tax Services- High Net Worth Individuals/International Tax

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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

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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

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and its subsidiary entities are not licensed CPA firms.

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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.

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We are seeking an experienced and strategic International Tax Manager to join

our growing Private Client Services practice, with a focus on high-net-worth

individuals, families, closely held businesses, trusts, and international tax

matters. This role will lead complex international tax compliance and consulting

engagements for U.S. and foreign individuals with cross-border investments,

entities, and global income reporting requirements. The ideal candidate will

serve as a trusted advisor to clients navigating the complexities of U.S.

international tax rules, wealth preservation, and global tax planning

strategies.

RESPONSIBILITIES

• Manage and review international tax compliance engagements for high-net-worth

individuals, foreign nationals, expatriates, trusts, and closely held

entities, including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, 3520-A,

and related international informational filings.

• Advise clients on cross-border tax planning, inbound and outbound

investments, foreign ownership structures, residency and expatriation

matters, and international estate and gift tax considerations.

• Provide guidance on U.S. taxation of foreign corporations, PFICs, CFCs,

Subpart F income, GILTI, foreign tax credits, treaty positions, and global

reporting requirements.

• Assist high-net-worth individuals and families with international wealth

preservation, succession planning, and tax-efficient structuring of global

assets and investments.

• Conduct advanced tax research and prepare technical memoranda addressing

complex international and private client tax matters.

• Collaborate with Private Client Services, Estate & Trust, Advisory, and

Assurance teams to deliver integrated solutions tailored to clients’

financial and personal objectives.

• Develop and maintain strong client relationships through proactive

communication, responsiveness, and high-quality service delivery.

• Manage engagement budgets, timelines, and staffing to ensure efficient

execution and exceptional client service.

• Supervise, mentor, and develop associates and senior associates, fostering

technical growth and professional development.

• Stay current with evolving U.S. and international tax legislation, regulatory

developments, and global tax initiatives impacting private clients.

QUALIFICATIONS

• Bachelor’s degree in Accounting required.

• Master’s in Taxation, JD, or LL.M. in Taxation preferred.

• CPA license required (or equivalent credential such as JD with active bar

admission).

• 5+ years of public accounting experience, with significant focus on

international tax and private client services.

• Strong technical knowledge of U.S. international tax provisions affecting

individuals, trusts, and closely held entities.

• Experience working with high-net-worth individuals, family offices, foreign

nationals, expatriates, and globally mobile clients.

• Familiarity with international estate, gift, and trust planning concepts

preferred.

• Proven ability to manage multiple complex engagements and meet deadlines in a

fast-paced environment.

• Excellent research, analytical, and problem-solving skills.

• Strong written and verbal communication skills, with the ability to explain

complex technical matters in a practical, client-focused manner.

• Demonstrated leadership experience supervising and mentoring team members.

WHAT WE OFFER

• A collaborative and entrepreneurial work environment.

• Professional development and career advancement opportunities.

• Exposure to sophisticated domestic and international private client matters.

• A diverse, inclusive, and client-focused culture committed to excellence.

If you like wild growth and working with happy, enthusiastic over-achievers,

you'll enjoy your career with us!