Tax Director - Estate & Trusts

BPM; United States; Remote; USD 160,000 - 227,000; Full time

Job summary

BPM, a prominent accounting firm, seeks a seasoned tax consultant with at least 15 years of experience. The role involves providing comprehensive tax planning, compliance services, and client relationship management, emphasizing a balance between professional responsibilities and personal commitments in a people-centered culture.

Benefits

Flexible culture

People-centered environment

Recognition as a top workplace

Qualifications

• Licensed CPA and/or attorney required.
• 15+ years’ experience in public accounting or law.
• Strong proficiency in tax planning concepts.

Responsibilities

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

Skills

Analytical ability

Research skills

Problem-solving skills

Communication skills

Presentation skills

Relationship management

Education

BS/BA degree in Accounting

JD

LLM (Master in Tax preferred)

Tools

Microsoft Office Tools

ProSystems Tax

CCH Axcess

Job description

BPM Overview:

BPM is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. We are one of the largest California-based accounting firms and have built our success by focusing on our clients and our people. Our client base encompasses a complex array of sophisticated clients that keep our staff intellectually challenged every day.

Our people-centered culture and firm motto “Because People Matter” has allowed us to be consistently recognized as one of the Best Places to Work in the Bay Area. We are dedicated to providing meaningful careers for all of our employees along with fostering an environment that allows an integrated lifestyle. Our flexible culture allows our professionals to live a balanced lifestyle between their work responsibilities and personal commitments.

Learn more about BPM onGlassdoor or our key leaders on LinkedIn likeJoe Kitts, Joni Fritsche, andTami McInerney.You will likely meet some of these people during your interview process!

We Have

• A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
• The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
• A regional presence in the Bay Area, while still serving our clients nationally and internationally.
• Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.

You Have (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).

You Will (Job 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.

$160,000 - $227,000 a year

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.

Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.