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BPM LLP · 1 day ago

Tax Director - (PCS) Trust & Estate (Consulting Focused )

United States

Full-time

Remote

Director/Executive

$160K/yr - $227K/yr

15+ years exp

BPM LLP is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. They are looking to hire a Tax Director within their Trust & Estate group, responsible for delivering tax compliance and consulting services to Estate, Gift, and Trust clients while managing client relationships and collaborating with legal advisors.

AccountingAdviceConsultingFinanceFinancial Services

H1B Sponsor Likely

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

Qualification

Licensed CPATax planning experienceEstate planning knowledgeAnalytical skillsMicrosoft Office proficiencyRelationship managementStaff managementCommunicationProblem-solving skillsProject management

Required

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)

Company

BPM LLP

Glassdoor3.6

Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.

Founded in 1986

San Francisco, California, USA

1001-5000 employees

https://www.bpm.com/

H1B Sponsorship

BPM LLP has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)

Distribution of Different Job Fields Receiving Sponsorship

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Trends of Total Sponsorships

2025 (4)

2024 (9)

2023 (13)

2022 (15)

2021 (15)

2020 (6)