Tax Director - Estate & Trust
About The Position
BPM is hiring a Tax Director for its Estate & Trust practice. The role serves as a trusted advisor to individuals, families, fiduciaries, and other stakeholders dealing with complex estate, trust, and gift tax matters. The director brings technical expertise and a hands-on approach to tax compliance, builds client relationships, provides technical leadership, and mentors developing professionals while supporting high-quality service and the growth of the practice. The position oversees estate, gift, and trust tax compliance and consulting, develops planning ideas, leads complex tax research, supervises staff, and manages client relationships and practice financial performance. It also contributes to external market and business activities and helps generate new business. Candidates residing within commuting distance of a BPM office are expected to follow a hybrid work schedule. BPM describes its culture as people-focused, entrepreneurial, inclusive, and purpose-driven, with a commitment to community and sustainability. The advertised salary range of $172,000–$227,000 applies to candidates in the San Francisco Bay Area who meet the minimum requirements; compensation varies based on factors including experience, certifications, skills, and geography.
Requirements
- Licensed CPA and/or attorney.
- At least 15 years of experience in public accounting or a law firm practicing tax and estate planning and compliance.
- BS/BA degree in Accounting, JD, or LLM; a Master in Tax is preferred.
- Understanding of Estate, Trust, and Gift planning concepts.
- Experience assisting clients with Trust Administration.
- Strong analytical, research, and problem-solving skills.
- Excellent communication and presentation skills.
- Ability to manage multiple complex projects and deliver them in a timely manner.
- Ability to create and manage relationships with outside professionals, especially estate attorneys.
- Ability to delegate work and manage and train staff.
- Strong proficiency with Microsoft Office tools and tax programs.
Nice To Haves
- Master in Tax.
- Experience with ProSystems Tax or CCH Axcess.
Responsibilities
- Provide tax compliance and consulting services to Estate, Gift, and Trust clients.
- Develop and deliver planning ideas that meet or exceed client expectations.
- Oversee complex tax research projects involving Estate, Trust, and Gift issues.
- Help clients minimize tax obligations and transfer assets according to their wishes.
- Supervise tax staff and manage delivery of tax consulting and compliance services.
- Establish relationships with estate attorneys and other client advisors.
- Build and manage relationships with existing clients.
- Develop a network of business contacts and market relationships to generate new business.
- Participate in external market and business activities and provide direction to, and managerial oversight of, a team.
- Manage practice financial performance, including billing, collections, and the department budget.
- Coach and mentor other risk assurance professionals.
Benefits
- Flexible work arrangements and personalized benefit structures and financial compensation options.
- Interactive wellness platform and incentives.
- Employee assistance program and mental health resources.
- Colleague Resource Groups (CRGs).
- 14 firm holidays, including 2 floating holidays.
- Flex PTO.
- Paid family leave.
- Winter break.
- Summer hours.
- Remote work options.
- CPA exam resources and bonuses.
- Coach program.
- Live classes, workshops, and seminars through BPM University.
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What This Job Offers
Job Type
Full-time
Career Level
Director
