Berkowitz Pollack Brant

Senior Associate Tax Services- High Net Worth Individuals/International Tax

Berkowitz Pollack Brant$80K — $120K *
Miami, FL 33186In-Person
Legal & Accounting
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Accounting required; Master's in Taxation preferred.
  • CPA license required (active or in progress).
  • JD or LL.M. in Taxation is a plus.
  • 2-4 years of relevant international tax experience in public accounting or a professional services firm.
  • Strong technical understanding of U.S. international tax provisions affecting individuals, trusts, and closely held entities.
  • Experience with international informational reporting requirements, including various tax forms (5471, 8858, etc.).
  • Excellent analytical, research, and communication skills.

Responsibilities

  • Prepare and review U.S. international tax compliance filings for high-net-worth clients.
  • Assist with international informational filings such as Forms 5471 and FBAR.
  • Analyze foreign financial information and ensure compliance with U.S. tax regulations.
  • Conduct technical tax research on complex international tax matters.
  • Support international tax planning for clients with global assets and investments.
  • Assist in international estate and trust planning matters.
  • Communicate proactively with clients and internal teams to manage engagements.

Benefits

  • Collaborative and entrepreneurial work environment.
  • Professional development and career advancement opportunities.
  • Exposure to sophisticated international tax matters.
  • Diverse, inclusive, and client-focused culture.
Full Job Description
As a Senior Associate in our Private Client Services International Tax practice, you will play a key role in serving high-net-worth individuals, families, closely held businesses, trusts, and foreign nationals with complex cross-border tax matters. You will collaborate closely with managers and partners to provide international tax compliance, consulting, and planning services tailored to clients with global investments, foreign entities, and international reporting obligations. This position offers the opportunity to deepen your technical expertise, develop client relationships, and grow within a collaborative and dynamic environment. Responsibilities: - Prepare and review U.S. international tax compliance filings for high-net-worth individuals, trusts, partnerships, and closely held entities with international operations and investments. - Assist with preparation and review of international informational filings, including Forms 5471, 5472, 8865, 8858, 8938, FBAR, 3520, and 3520-A. - Analyze foreign financial information, investment structures, and reporting requirements to ensure compliance with U.S. international tax regulations. - Conduct technical tax research and assist in preparing memoranda related to complex international tax matters, including GILTI, Subpart F, PFICs, foreign tax credits, treaty matters, and cross-border planning strategies. - Support international tax planning initiatives for high-net-worth individuals, expatriates, foreign nationals, and families with global assets and investments. - Assist with international estate, gift, and trust planning matters, including wealth transfer and succession planning considerations. - Manage multiple client engagements simultaneously while ensuring timely, accurate, and high-quality deliverables. - Communicate proactively with clients and internal teams to manage expectations, identify planning opportunities, and resolve issues efficiently. - Mentor and review the work of associates and interns, fostering technical growth and professional development. - Stay current with evolving international tax laws, reporting requirements, and global tax developments impacting private clients. Qualifications: - Bachelor's degree in Accounting required; Master's in Taxation strongly preferred. - CPA license required (active or in progress). - JD or LL.M. in Taxation is a plus. - Minimum of 2-4 years of relevant international tax experience in public accounting or a professional services firm. - Strong technical understanding of U.S. international tax provisions affecting individuals, trusts, and closely held entities. - Experience with international informational reporting requirements, including Forms 5471, 8858, 8865, 8938, FBAR, and related filings. - Familiarity with high-net-worth individuals, foreign nationals, expatriate taxation, and international trust or estate concepts preferred. - Excellent analytical, research, and communication skills, with the ability to explain complex concepts clearly and effectively to clients. - Proven ability to manage projects, prioritize competing deadlines, and work effectively in a fast-paced environment. - Proficiency with tax software and technology tools (e.g., GoSystem, CCH Axcess, or similar platforms). What We Offer: - A collaborative and entrepreneurial work environment. - Professional development and career advancement opportunities. - Exposure to sophisticated international private client tax 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!

About Berkowitz Pollack Brant

Berkowitz Pollack Brant (BPB) is a top 100 accounting firm in the United States. The firm offers a wide range of services including accounting, auditing, tax planning and compliance, business consulting, and IT consulting. BPB serves clients in a variety of industries including healthcare, construction, real estate, and financial services. The firm was founded in 1980 and has grown rapidly through a combination of organic growth and strategic acquisitions. BPB is committed to providing exceptional service to its clients and has a strong reputation for quality and integrity.
Learn more about Berkowitz Pollack Brant
Size
300 employees
Industry
Net Income
$10 million
Founded
1980
5 Year Trend
+5%
Revenue
$50 million

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