Tax Director - Estate & Trusts at BPM LLP

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

AccountingIndustries

Requirements

Licensed CPA and/or attorney
15+ years’ experience in public accounting or law firm practicing tax and estate planning and compliance
BS/BA degree in Accounting, JD, or LLM (Master in Tax preferred)
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)

Responsibilities

Provide tax compliance and consulting services to our Estate, Gift, and Trust clients
Develop and deliver innovative planning 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 the delivery 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

Skills

CPA

Estate Planning

Trust Planning

Gift Planning

Tax Compliance

Trust Administration

BPM LLP

Provides assurance, advisory, and tax services

About BPM LLP

BPM LLP offers a suite of assurance, advisory, and tax services across various industries, including agribusiness, consumer business, financial services, life science, nonprofit, real estate, and technology. The company provides expertise in areas such as blockchain and digital assets, HR consulting services, corporate tax services, and Sage Intacct.

One, San Francisco, CA 94111, USAHeadquarters

1986Year Founded

VENTURE_UNKNOWNCompany Stage

Consulting, Financial Services, Consumer GoodsIndustries

1,001-5,000Employees