Berkowitz Pollack Brant Advisors + CPAs · 2 days ago
Managing Director- International Tax
Berkowitz Pollack Brant Advisors + CPAs is a certified public accounting firm with a strong reputation in tax, assurance, and advisory services. They are seeking a seasoned international tax professional to join as a Managing Director within Private Client Services, where the individual will advise high-net-worth clients on complex international tax matters and lead the firm's international tax strategy.
Responsibilities
Serve as a senior advisor to high-net-worth individuals, families, family offices, and closely held businesses on complex international tax and private wealth matters
Lead the design and implementation of tax-efficient inbound and outbound structures for private clients, including cross-border business ownership, family investment structures, and succession planning
Advise clients on the international tax implications of the Tax Cuts and Jobs Act of 2017, including GILTI, FDII, Subpart F, and related international provisions affecting private clients and pass-through entities
Provide strategic guidance on foreign reporting and compliance matters, including Forms 5471, 8865, 8938, FBAR, and other foreign disclosure requirements
Advise on offshore investment planning, repatriation strategies, and global cash-flow planning for private clients and family-controlled enterprises
Partner with firm leadership to grow and expand the Private Client Services international tax practice, including business development, client origination, and cross-selling across tax, advisory, and assurance service lines
Maintain and expand long-term client relationships, serving as a trusted advisor to multi-generational families and their professional advisors
Collaborate closely with Partners, Principals, Directors, and Managers to deliver integrated, high-quality client solutions
Lead, mentor, and develop high-performing international tax teams, including Managers, Senior Managers, and Directors, and play an active role in talent recruitment and retention
Monitor global tax developments and proactively assess their impact on private clients, providing timely insights and strategic recommendations
Represent the firm through thought leadership, speaking engagements, and participation in professional and industry organizations focused on private wealth and international tax
Qualification
Required
A minimum of ten (10) years of progressive tax consulting experience, with a strong emphasis on international tax and private client services
Bachelor's degree in Accounting; CPA certification required
Deep expertise in inbound and outbound international taxation as it relates to high-net-worth individuals, families, trusts, estates, and closely held businesses
Extensive experience with international estate and gift tax planning, including foreign trusts (grantor and non-grantor), cross-border wealth transfers, and family structuring
Strong understanding of multinational and pass-through entity taxation, transfer pricing considerations, and foreign tax credit utilization for private clients
Proven leadership experience with a track record of developing teams, managing complex engagements, and growing client relationships
Demonstrated success in business development, practice growth, and executive-level client advisory
Preferred
Advanced degree such as a Master's in Taxation, LL.M. in Taxation, or JD strongly preferred
Experience with a large public accounting firm or large law firm
Benefits
A competitive and equitable workplace.
Executive-level career growth opportunities within a growing Private Client Services platform.
Access to Baker Tilly’s national and global network, resources, and private wealth capabilities.
A diverse, inclusive, and collaborative culture that values leadership, entrepreneurship, and excellence.
An environment designed for professionals who thrive on building practices, advising sophisticated clients, and making a lasting impact.
Company
Berkowitz Pollack Brant Advisors + CPAs
Berkowitz Pollack Brant is one of the largest public accounting firms in the Southeastern US.
H1B Sponsorship
Berkowitz Pollack Brant Advisors + CPAs has a track record of offering H1B sponsorships. Please note that this does not
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Funding
Current Stage
Growth StageRecent News
2025-05-27
Morningstar.com
2025-04-11
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