Tax Director - Industry Experience: Estate & Trust

Job Description

Job Description

BPM – where caring and community is in our company DNA; we are always striving to be our best selves; and we’re compelled to ask the questions that lead to innovation. As a Tax Director within our Estate & Trust practice, you will make an impact by serving as a trusted advisor to individuals, families, fiduciaries, and other stakeholders navigating complex estate, trust, and gift tax matters. You will bring deep technical expertise and a hands-on approach to tax compliance, helping clients manage sensitive and often complex tax matters with confidence. Through strong client relationships, technical leadership, and mentorship of developing professionals, you will play an important role in delivering high-quality service while strengthening the capabilities of the Estate & Trust practice.

 

 

Working with BPM means using your experiences, broadening your skills, and reaching your full potential in work and life—while also making a positive difference for your clients, colleagues, and communities.  Our shared entrepreneurial spirit drives us to see and do things differently.  Our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger. Because People Matter. 

 

Note: Candidates residing within commuting distance of a BPM office will be expected to follow a hybrid work schedule .

What you get:

• Total rewards package: From flexible work arrangements to personalized benefit structures and financial compensation options that give you choice and flexibility 

• Well-being resources: Interactive wellness platform and incentives, an employee assistance program and mental health resources, and Colleague Resource Groups (CRGs)
• Balance & flexibility: 14 Firm Holidays including 2 floating, Flex PTO, paid family leave, 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, a coach program, and live classes, workshops, and seminars through BPM University 
• Be part of a purpose-driven organization: Values people, community, and sustainability, where BPM's B Corp commitment is reflected in the way we work and support one another. 

Who is successful at BPM:

• Caring people who put others first
• Self-starters who embody the BPM entrepreneurial spirit
• Authentic individuals with a diverse point of view
• Lifelong learners with a drive to excel
• Resilient people who rise to the occasion

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.

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).

Compensation reflects multiple factors including experience, certifications, skills, and geographic differentials,

The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position.  Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.

 

Wondering if you should apply?

 

At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.

 

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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process. 

For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance. 

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Recruitment Fraud Warning:  

BPM LLP will never ask candidates to pay money, purchase equipment or gift cards, or provide financial information as part of the hiring process. All official communications regarding interviews and job offers will come exclusively from an email address ending in @bpmcpa.com or @bpm.com. If you receive a suspicious communication, please verify it through BPM’s official recruiting channels. 

 

Please note: this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned. 

 

We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses and identifying potential inconsistencies or verification signals in application materials based on available information. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.