Estate & Gift Tax Director | Hybrid Leader

BPM LLP; Long Beach (CA); Hybrid; USD 180,000 - 320,000; Full time

Benefits offered by this job

Total rewards package

Well-being resources

Flexibility & PTO

Professional development

Community & sustainability values

Job summary

BPM LLP in California is seeking a Tax Director within our Estate & Trust practice to guide clients through complex estate, gift, and trust tax matters, delivering technical leadership and high-quality service.

You will mentor developing professionals, supervise staff, develop planning ideas, grow client relationships, and oversee tax research projects, while maintaining strong client relationships and contributing to BPM's community focus.

Qualifications

• 15+ years’ experience in public accounting or law firm tax and estate planning.
• Licensed CPA and/or attorney.
• Strong understanding of estate, trust and gift tax planning.
• Experience supervising staff and managing multiple projects.
• Excellent communication and presentation skills.

Responsibilities

• Provide tax compliance and consulting services to Estate, Gift, and Trust clients.
• Develop and deliver innovative planning ideas that meet or exceed client expectations.
• Oversee complex tax research projects for Estate, Trust, and Gift issues.
• Work with clients to minimize their tax obligations and pass assets according to client's wishes.
• Supervise tax staff and manage the delivery 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 outside 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 tax professionals.

Skills

Analytical abilities

Communication skills

Project management

Mentoring / coaching

Client relationship management

Education

BS/BA in Accounting

JD or LLM (Master in Tax preferred)

Tools

ProSystems Tax

CCH Axcess

Job description

BPM LLP in California is seeking a Tax Director within our Estate & Trust practice to guide clients through complex estate, gift, and trust tax matters, delivering technical leadership and high-quality service.

You will mentor developing professionals, supervise staff, develop planning ideas, grow client relationships, and oversee tax research projects, while maintaining strong client relationships and contributing to BPM's community focus.