Tax Director - Trust & Estate (Consulting Focused - JD) at BPM LLP

United States

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Not SpecifiedCompensation

Expert & Leadership (9+ years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, Tax, ConsultingIndustries

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

Key technologies and capabilities for this role

CPAJDLLM TaxEstate PlanningTrust PlanningGift PlanningTrust AdministrationTax ComplianceAnalytical SkillsResearch SkillsProblem SolvingCommunication SkillsPresentation SkillsProject Management

Questions & Answers

Common questions about this position

What qualifications are required for the Tax Director role?

Candidates must be a licensed CPA and/or attorney with 15+ years of experience in public accounting or law firm practicing tax and estate planning and compliance, hold a BS/BA in Accounting, JD, or LLM (Master in Tax preferred), and have experience with Trust Administration.

What is the salary for this position?

This information is not specified in the job description.

Is this role remote or office-based?

This information is not specified in the job description.

What is the company culture like at BPM?

BPM has a people-centered culture with the motto 'Because People Matter,' emphasizing flexible work arrangements for work-life balance, and has been recognized as one of the Best Places to Work in the Bay Area and No. 1 Best Large Accounting Firm to Work For by Accounting Today.

What makes a strong candidate for this Tax Director position?

A strong candidate will have strong analytical, research, and problem-solving skills, excellent communication and presentation abilities, proficiency in managing multiple projects and staff, and experience building relationships with estate attorneys and clients.

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