Tax Director - Estate & Trust
About The Position
As a Tax Director within BPM’s Estate & Trust practice, you will serve as a trusted advisor to individuals, families, fiduciaries, and other stakeholders navigating estate, trust, and gift tax matters. You will apply technical expertise and a hands-on approach to tax compliance, helping clients manage complex and sensitive tax matters. The role includes leading client relationships, providing technical leadership, mentoring developing professionals, and contributing to the strength of the Estate & Trust practice. You will provide tax compliance and consulting services, develop planning ideas, oversee complex tax research, and advise clients on tax obligations and asset transfers according to their wishes. You will supervise staff, manage client service delivery and practice financial performance, and contribute to business development and external market activities. 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, community-minded, and committed to sustainability. The firm offers a total rewards package, well-being resources, flexible work arrangements, and professional development opportunities.
Requirements
- Licensed CPA and/or attorney.
- 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 in Microsoft Office tools and tax programs.
Nice To Haves
- Master in Tax preferred.
- Experience with ProSystems Tax or CCH Axcess preferred.
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.
- Work with clients to minimize tax obligations and pass assets according to their wishes.
- Supervise tax staff and manage delivery of tax consulting and compliance services.
- Establish relationships with estate attorneys and other advisors serving clients.
- Build and manage relationships with existing clients.
- Build a network of business contacts and establish market relationships to generate new business.
- Participate in external market and business activities, providing 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, mental health resources, and Colleague Resource Groups.
- 14 firm holidays, including 2 floating holidays; Flex PTO; paid family leave; winter break; summer hours; and remote work options.
- CPA exam resources and bonuses, a coach program, and live classes, workshops, and seminars through BPM University.
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What This Job Offers
Job Type
Full-time
Career Level
Director
