BPM LLP · 1 month ago
Tax Director (Trust & Estate) COMPLIANCED FOCUSED
United States
Full-time
Remote
Senior Level, Lead/Staff
10+ years expBPM LLP is a full service accounting firm providing comprehensive assurance, tax, and consulting services to clients globally. As a Tax Director in BPM’s Trust & Estate group, you’ll lead the preparation and review of complex fiduciary income tax returns and collaborate closely with high-net-worth clients to manage tax reporting for trusts and estates.
AccountingAdviceConsultingFinanceFinancial Services
Hiring Manager
Kerry Vicente
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
Required
Licensed CPA and / or attorney
10+ years' experience in public accounting or law firm practicing tax and estate planning and compliance
BS/BA degree in Accounting, JD, or LLM
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
Preferred
Master in Tax preferred
ProSystems Tax or CCH Axcess preferred
Company
BPM LLP
Hi there, we're BPM! Welcome to a community built on connection, collaboration, and care.
1001-5000 employees
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
Represents job field similar to this job
Trends of Total Sponsorships
2025 (4)
2024 (9)
2023 (13)
2022 (15)
2021 (15)
2020 (6)
Funding
Current Stage
Late StageLeadership Team
Sandra L. Curry
CFO Consultant
Russell Burbank, CTP
Partner, Consulting | Chief Operating Officer
Recent News
2025-07-24
2025-07-23
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