Tax Director – Trust & Estate, Consulting Focused

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November 1

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BPM LLP

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Finance • Consulting • SaaS

BPM LLP is a large California-based accounting and consulting firm providing a wide range of services. These include assurance, advisory, tax, and IT consulting, with specialized expertise in areas like cybersecurity and risk advisory. The firm serves a diverse client base across multiple industries, including financial services, real estate, and technology. BPM is committed to delivering personalized service tailored to meet the specific needs of each client, facilitating business growth and compliance with industry regulations.

501 - 1000 employees

💸 Finance

☁️ SaaS

📋 Description

• 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.

🎯 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).

🏖️ Benefits

• Total rewards package: from flexible work arrangements to competitive benefits coverage for you and your dependents, prioritizing your health and well-being. • Well-being resources: interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs) that provide safe spaces for colleagues to share, be heard, feel valued and deepen connections. • Balance & flexibility: A minimum of14 Firm Holidays including applicable provincial statutory holidays and 2 floating days, Flex PTO, supplemental top-up program for eligible statutory leaves, winter break, summer hours, and remote work options__, so you can balance challenging yourself with taking care of yourself.__ • Professional development opportunities: __A learning culture with __CPA exam resources and bonuses, firm support for professional memberships/certification, a coach program, and live classes, workshops, and seminars through BPM University.