Berkowitz Pollack Brant Advisors + CPAs

• Research and consult on tax-efficient structuring tailored for high-net-worth individuals and private clients in the international arena.
• Facilitate client understanding of international tax developments and implications, providing recommendations for pass-through entities and individuals.
• Conduct primary and secondary reviews of complex international tax returns, including Forms 5471, 5472, 8865, 8858, 3520-A, and 8288.
• Work with foreign trusts, international gift and estate planning, and pre-immigration tax planning.
• Manage, develop, train, and mentor staff on tax projects, assessing performance for engagement and year-end reviews.
• Maintain active communication with clients to manage expectations, ensure satisfaction, meet deadlines, and effectively lead change efforts.
• Consult and work with clients to make recommendations on business and process improvements, serving as a trusted business advisor.
• Work closely with partners, managers, and staff to integrate practice development skills into a team approach for client service and business development.
• Team up with partners and senior managers on proposals and business development calls. Maintain strong client relations and cross-sell services within your client group.
• Recruit and coach senior associates and associates, helping them develop and achieve their professional goals.
• Attend professional development and training sessions regularly to stay updated on industry trends and tax changes.

Tax Services Manager

• Oversee all aspects of international tax compliance for individuals, corporations, partnerships, trusts, and estates
• Research and advise on tax-efficient structuring of international transactions, effective use of tax treaties, offshore investment activities, and repatriation programs
• Minimize U.S. and foreign income taxes for U.S.-based multinational clients, optimizing worldwide tax burdens on business transactions and operations
• Facilitate clients' understanding of international tax developments and implications
• Maintain strong client relationships and cross-sell services within the assigned client group
• Collaborate closely with partners, managers, and staff to integrate practice development skills into a team approach to client service and business development
• Manage, develop, train, and mentor staff on tax projects and assess performance for engagement and year-end reviews
• Maintain active communication with clients to manage expectations, ensure satisfaction, meet deadlines, and effectively lead change efforts
• Consult and work with clients to recommend business and process improvements, serving as a trusted business advisor
• Participate in regular professional development and training sessions to stay informed about tax changes and issues affecting clients

Associate Director – Tax Services

• Prepare and assist in the review of federal, state, and local tax returns for partnerships, corporations, and individuals in the real estate sector
• Perform tax research and analysis on real estate transactions, including like-kind exchanges and partnership formations
• Assist in the preparation of partnership-specific calculations (e.g., 704(b) capital accounts, basis adjustments)
• Support due diligence and transaction structuring efforts for real estate investments
• Analyze partnership agreements to help identify key tax provisions
• Collaborate with managers and senior managers to meet client deadlines and expectations
• Participate in training sessions and contribute to process improvements

Senior Tax Associate

Manager

• Lead the design and execution of business transformation initiatives across the firm, ensuring alignment with strategic priorities and regulatory standards
• Develop and oversee comprehensive change management strategies, including stakeholder engagement, communication, training, and adoption plans
• Partner with firm leadership to streamline processes, adopt new technologies, and enhance collaboration across service lines
• Guide practice leaders and staff through organizational change, anticipate resistance, and embed sustainable practices
• Serve as a solutions architect—analyze current-state processes, recommend improvements, and ensure successful implementation of enabling technologies
• Translate complex technical concepts into business-friendly solutions to improve financial performance, operational efficiency, and client outcomes
• Manage and mentor associates and senior associates within the Business Transformation function
• Establish and track success metrics to measure adoption, ROI, and long-term sustainability
• Act as a trusted advisor on industry best practices, emerging technologies, and change management trends relevant to public accounting

Tax Services Manager

Associate Director – Tax Services

Senior Tax Associate

Senior Manager, Business Transformation