Tax Manager - Trust & Estate (Compliance Focused) at BPM LLP

San Francisco, California, United States

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Not SpecifiedCompensation

Senior (5 to 8 years)Experience Level

Full TimeJob Type

UnknownVisa

Accounting, TaxIndustries

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
Preferred: Experience with high-net-worth clients and complex estate structures
Preferred: Familiarity with revocable, irrevocable, testamentary, and grantor trusts
Preferred: Ability to work independently and manage remote teams
Preferred: 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

Skills

Key technologies and capabilities for this role

CPAForm 1041Form 706Form 709CCH AxcessProSystem fxMicrosoft OfficeFiduciary AccountingTrust AdministrationEstate PlanningGift TaxEstate Tax

Questions & Answers

Common questions about this position

What is the salary range for the Tax Manager role?

The salary range is $120,000 - $160,000 a year for candidates in the San Francisco Bay Area who meet the minimum requirements.

Is this position remote or does it require working in the office?

This information is not specified in the job description.

What qualifications and skills are required for this Tax Manager position?

Candidates need a CPA or JD/LLM, 7+ years of experience in public accounting or law firm focused on trust and estate tax compliance, strong understanding of fiduciary accounting, trust administration, and estate planning, proficiency in tax software like CCH Axcess and ProSystem fx, and excellent organizational, analytical, and communication skills.

What is the company culture like at BPM LLP?

BPM LLP has a people-first culture, flexible, inclusive, and growth-oriented environment, 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 Manager role?

A strong candidate has CPA or JD/LLM, 7+ years in trust and estate tax compliance, experience with high-net-worth clients and complex trusts, proficiency in tax software, and skills in managing teams, mentoring staff, and delivering excellent client service.

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