Tax Director - (PCS) - Trust & Estate (Consulting Focused) US Taxation Knowledge Required

BPM LLP; Canada; Hybrid; CAD 120,000 - 150,000; Full time

Job summary

A professional services firm in Canada is seeking a Tax Director to provide tax consulting services to estate, gift, and trust clients. The role requires over 15 years of experience, US taxation knowledge, and strong analytical skills. Responsibilities include overseeing compliance services and managing relationships with estate attorneys. This position offers a flexible work environment and a total rewards package to support health and well-being.

Benefits

Competitive benefits coverage

Remote work options

Professional development opportunities

Qualifications

• 15+ years’ experience in public accounting or law firm practicing tax and estate planning.
• US Taxation knowledge required.
• Experience assisting clients with Trust Administration.

Responsibilities

• Provide tax compliance and consulting services to clients.
• Develop and deliver innovative planning ideas.
• Supervise tax staff and manage service delivery.

Skills

Licensed CPA and/or attorney

Strong analytical ability

Research and problem-solving skills

Excellent communication skills

Ability to manage multiple projects

Education

BS/BA degree in Accounting, JD, or LLM

Tools

ProSystems Tax

CCH Axcess

Job description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation.

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities. Our shared entrepreneurial spirit drives us to see and do things differently. Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter.

BPM welcomes and encourages applications from people with disabilities.Accommodationsare available onrequestfor candidates taking part in all aspects of the selection process.

BPM is looking to hire a Tax Director within our Trust & Estategroup. This role focuses ontax consultingservices to Estate, Gift, and Trust clients, including overseeing complex tax research projects and supervising staff to ensure accurate and timely service delivery. In this role you will managing the delivery of compliance services while minimizing clients’ tax obligations in alignment with their estate planning goals.

You Have

• Licensed CPA and / or attorney
• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• US Taxation knowledge required
• 15+ years’ experience in public accounting or law firm practicing tax andestateplanning and compliance.
• BS/BA degree in Accounting, JD, or LLM(Master in Taxpreferred).
• An understanding of the concepts of Estate, Trust and Gift planning.
• Experience assisting clients with Trust Administration.
• Strong analytical ability, research and problem-solving skills.
• Excellent communication and presentation skills.
• Able to manage multiple complex projects and deliver in a timely manner.
• Ability to create and manage relationships with outside professionals, especially estate attorneys.
• Ability to delegate work and manage/train staff.
• Strong proficiency in Microsoft Office Tools and tax programs (ProSystems Tax or CCH Axcess preferred).

You Will

• Provide tax compliance and consulting services to our Estate, Gift, andTrust clients.
• Develop and deliver innovativeplanning ideas that meet or exceed client expectations.
• Oversee complex tax research projects for a variety of Estate,Trust, and Gift issues.
• Work with clients to minimize their tax obligations and best pass assets according to client's wishes.
• Supervise tax staff and manage thedelivery of tax consulting and compliance services to the client.
• Establish relationships with estate attorneys and other advisors serving our clients.
• Build and manage client relationships with existing client base.
• Build a network of business contacts and establish market relationships to generate new business.
• Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team.
• Manage financial performance of practice, including billing, collections, and department budget.
• Act as a coach and mentor to other risk assurance professionals.

What you get

• Total rewards package:from flexible work arrangements to competitive benefits coverage for you and your dependents, prioritizing your health and well-being.
• Well-being resources:interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections.
• Balance & flexibility: A minimum of14 Firm Holidays including applicable provincial statutory holidays and 2 floating days, Flex PTO, supplemental top-up program for eligible statutory leaves, winter break, summer hours, and remote work options, so you can balance challenging yourself with taking care of yourself.
• Professional development opportunities: A learning culture with CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.

Who is successful at BPM

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

Wondering if you should apply?

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.