It's fun to work in a company where people truly BELIEVE in what they're doing!
We're committed to bringing passion and customer focus to the business.
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. Â
Please discuss the work location status with your Baker Tilly talent acquisition professional to understand the requirements for an opportunity you are exploring.
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.
Any unsolicited resumes submitted through our website or to Baker Tilly Advisory Group, LP, employee e-mail accounts are considered property of Baker Tilly Advisory Group, LP, and are not subject to payment of agency fees. In order to be an authorized recruitment agency ("search firm") for Baker Tilly Advisory Group, LP, there must be a formal written agreement in place and the agency must be invited, by Baker Tilly's Talent Attraction team, to submit candidates for review via our applicant tracking system.
Position Overview
We are seeking a seasoned international tax professional to join our firm as a Managing Director within Private Client Services. This is a leadership opportunity for an experienced international tax advisor with deep expertise in cross-border private wealth planning, closely held businesses, and high-net-worth individuals and families. The Managing Director will play a key role in shaping the firm’s private client international tax strategy while advising clients on complex U.S. and global tax matters.
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.
Qualifications:
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.
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.
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.
What We Offer:
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.
If you like wild growth and working with happy, enthusiastic over-achievers, you'll enjoy your career with us!
Learn more about this Employer on their Career Site
