Estate and Trust Tax Director — Hybrid & Flexible

BPM LLP; Irvine (CA); Hybrid; USD 180,000 - 260,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Flex PTO and remote work options

Job summary

BPM LLP is seeking a Tax Director within the Estate & Trust practice to act as a trusted advisor for individuals, families, fiduciaries, and other stakeholders navigating complex estate, trust, and gift tax matters. You will lead compliance, planning ideas, and research while mentoring developing professionals.

Join BPM LLP to influence strategic tax outcomes, build client relationships, and strengthen the Estate & Trust capabilities within a values-driven firm that emphasizes people and

Qualifications

• Licensed CPA and/or attorney required.
• 15+ years of public accounting or law firm tax experience.
• BS/BA in Accounting, JD, or LLM (Tax) preferred.
• Strong understanding of Estate, Trust and Gift planning; experience in trust administration.

Responsibilities

• Provide tax compliance and consulting for Estate, Gift, and Trust clients.
• Develop and deliver innovative planning ideas meeting client expectations.
• Oversee complex tax research for Estate, Trust, and Gift issues.
• Work with clients to minimize tax obligations and asset transfers per wishes.
• Supervise staff and manage delivery of tax services to clients.
• Establish relationships with estate attorneys and advisors.

Skills

CPA license

Public accounting

Analytical thinking

Project management

Education

BS/BA in Accounting

JD or LLM in Tax

Tools

ProSystems Tax

CCH Axcess

Microsoft Office

Job description

BPM LLP is seeking a Tax Director within the Estate & Trust practice to act as a trusted advisor for individuals, families, fiduciaries, and other stakeholders navigating complex estate, trust, and gift tax matters. You will lead compliance, planning ideas, and research while mentoring developing professionals.

Join BPM LLP to influence strategic tax outcomes, build client relationships, and strengthen the Estate & Trust capabilities within a values-driven firm that emphasizes people and