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

San Francisco, California, United States

Apply Now

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

CPA

Form 1041

Form 706

Form 709

CCH Axcess

ProSystem fx

Microsoft Office

Fiduciary Accounting

Trust Administration

Estate Planning

Gift Tax

Estate Tax

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