Berkowitz Pollack Brant Advisors + CPAs

• Manage and review international tax compliance engagements for individuals, corporations, partnerships, trusts, and estates.
• Research and advise on tax-efficient structuring of international transactions, including the application of tax treaties, offshore investment activities, and repatriation planning.
• Assist clients in minimizing U.S. and foreign income taxes by helping optimize worldwide tax burdens related to business transactions and operations.
• Monitor international tax developments and communicate relevant changes and implications to clients and internal teams.
• Support and maintain strong client relationships, serving as a primary point of contact on engagements and identifying opportunities to expand services.
• Collaborate with Partners, Directors, and other team members to deliver high-quality client service and support practice growth initiatives.
• Supervise, develop, train, and mentor staff and managers; provide performance feedback for engagement evaluations and annual reviews.
• Maintain regular communication with clients to manage expectations, ensure timely delivery of services, and address issues proactively.
• Consult with clients on business and process improvements, contributing to their success as a trusted advisor.
• Participate in internal training and professional development programs to stay current on tax regulations and best practices.

Senior Manager, Tax Services – International Tax

• Lead and oversee complex international tax engagements, providing strategic advisory services to U.S. and foreign multinational clients across a broad range of industries.
• Serve as a trusted advisor to executive-level client stakeholders on international tax planning, structuring, compliance, and risk management matters.
• Develop and implement global tax strategies that align U.S. and foreign tax laws, optimizing worldwide tax positions for clients.
• Drive practice growth through business development, including originating new client relationships, expanding services within existing accounts, and collaborating across Baker Tilly’s national and global network.
• Monitor and interpret global tax developments and proactively advise clients and internal teams on emerging issues, opportunities, and risks.
• Lead and mentor Directors, Senior Managers, Managers, and staff, fostering a high-performing, collaborative team culture.
• Provide strategic oversight of international tax compliance for individuals, corporations, partnerships, trusts, and estates, ensuring quality, consistency, and risk management.
• Collaborate with Partners and firm leadership to shape international tax service offerings, pricing strategies, and market positioning.
• Champion cross-functional collaboration with other tax, advisory, and assurance practices to deliver integrated client solutions.
• Represent the firm externally through thought leadership, speaking engagements, and participation in professional and industry organizations.
• Play an active role in recruiting, developing, and retaining top international tax talent.

Principal – International Tax

• Manage the preparation and review of federal, state, and local tax returns for real estate partnerships, LLCs, S corporations, and high-net-worth individuals.
• Advise clients on complex partnership taxation matters, including: Section 704(b) allocations and capital account maintenance, Taxable income allocations and waterfall modeling, Liability analysis and allocations under Sections 752 and 465, Sections 734(b) and 743(b) basis adjustment calculations, Tax Receivable Agreement (TRA) computations.
• Lead the preparation and review of partnership-specific tax calculations and consult on related technical matters.
• Provide tax planning and consulting related to real estate transactions, including acquisitions, dispositions, refinancings, and restructurings.
• Review and analyze partnership and LLC operating agreements to ensure proper tax treatment and compliance.
• Serve as the primary engagement manager, maintaining strong client relationships, managing timelines, and ensuring timely and accurate deliverables.
• Mentor, coach, and supervise tax professionals at various levels; provide feedback and support professional development.
• Contribute to the growth and effectiveness of the real estate and partnership tax practice through process improvement and collaboration.
• Participate in business development activities, including client proposals, networking, and relationship building.

Senior Manager, Tax Services – International Tax

Principal – International Tax

Manager, Tax Services – Real Estate Tax