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

Berkowitz Pollack Brant Advisors + Cpas

Berkowitz Pollack Brant Advisors + Cpas

Boca Raton, FL, USA · West Palm Beach, FL, USA

Posted on May 27, 2026

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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 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.

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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.

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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!