Tax Director - Estate & Trust

BPM LLP; Irvine (CA); Hybrid; USD 180.000 - 260.000; Vollzeit

Benefits dieser Stelle

Total rewards package

Well-being resources

Flex PTO and remote work options

Zusammenfassung

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

Qualifikationen

• 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.

Aufgaben

• 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.

Kenntnisse

CPA license

Public accounting

Analytical thinking

Project management

Ausbildung

BS/BA in Accounting

JD or LLM in Tax

Tools

ProSystems Tax

CCH Axcess

Microsoft Office

Jobbeschreibung

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. As a Tax Director within our Estate & Trust practice, you will make an impact by serving as a trusted advisor to individuals, families, fiduciaries, and other stakeholders navigating complex estate, trust, and gift tax matters. You will bring deep technical expertise and a hands-on approach to tax compliance, helping clients manage sensitive and often complex tax matters with confidence. Through strong client relationships, technical leadership, and mentorship of developing professionals, you will play an important role in delivering high-quality service while strengthening the capabilities of the Estate & Trust practice.

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.

Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule

What you get:

• Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility
• Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, 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, a coach program, and live classes, workshops, and seminars through BPM University
• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another.

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

Responsibilities:

• 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.

Requirements:

• Licensed CPA and /or attorney
• 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).

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.

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.

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