Tax Manager - Trust & Estate (Compliance Focused)

BPM LLP • Los Angeles, CA

110d • $120,000 - $160,000

About The Position

BPM LLP is a full-service accounting and advisory firm with a people-first culture and a national presence. Recognized as one of the “Best Places to Work” in the Bay Area, BPM offers a flexible, inclusive, and growth-oriented environment. The firm’s Trust & Estate team supports high-net-worth individuals and families with estate, gift, and fiduciary tax compliance and planning. The Tax Manager – Trust & Estate (Compliance Focused) will lead the preparation and review of complex fiduciary, estate, and gift tax returns. This role is ideal for a detail-oriented tax professional with deep technical knowledge and a passion for client service. The position emphasizes compliance over consulting, with opportunities to mentor staff and contribute to process improvements.

Requirements

• CPA or JD/LLM required.
• 7+ years of experience in public accounting or law firm with a focus on trust and estate tax compliance.
• Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
• Proficiency in tax software (e.g., CCH Axcess, ProSystem fx) and Microsoft Office Suite.
• Excellent organizational, analytical, and communication skills.
• Experience managing multiple engagements and mentoring staff.

Nice To Haves

• Experience with high-net-worth clients and complex estate structures.
• Familiarity with revocable, irrevocable, testamentary, and grantor trusts.
• Ability to work independently and manage remote teams.
• Strong client service orientation and attention to detail.

Responsibilities

• Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
• Ensure timely and accurate filing of tax returns and estimated payments.
• Maintain compliance calendars and oversee tax deadlines for trust clients.
• Respond to IRS and state tax notices and coordinate with legal advisors as needed.
• Supervise and mentor junior staff, providing technical guidance and review support.
• Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
• Maintain up-to-date knowledge of tax laws and regulations affecting trusts and estates.

Benefits

• 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.

What This Job Offers

• Job Type: Full-time
• Education Level: Bachelor's degree
• Number of Employees: 1,001-5,000 employees