Job Description
Join BPM as a Tax Director specializing in Estate and Trust services. This role focuses on advanced tax consulting and compliance, perfect for seasoned professionals seeking impact.
In the Trust & Estate division, you will be responsible for guiding our clients through intricate tax landscapes. Managing a team of tax professionals, you will ensure compliance while innovating solutions that align with client estate plans. Your role will help clients navigate complex tax matters effectively.
Key Responsibilities: • Ensure tax compliance for Estate, Gift, and Trust clients • Supervise tax staff and enhance service delivery • Carry out detailed tax research for complex issues • Minimize client tax obligations through innovative strategies • Foster relationships with estate attorneys and advisors
Requirements: • Must be a licensed CPA and/or attorney • 15+ years’ experience in tax and estate services • Strong research, problem-solving abilities • Excellent communi...
In the Trust & Estate division, you will be responsible for guiding our clients through intricate tax landscapes. Managing a team of tax professionals, you will ensure compliance while innovating solutions that align with client estate plans. Your role will help clients navigate complex tax matters effectively.
Key Responsibilities: • Ensure tax compliance for Estate, Gift, and Trust clients • Supervise tax staff and enhance service delivery • Carry out detailed tax research for complex issues • Minimize client tax obligations through innovative strategies • Foster relationships with estate attorneys and advisors
Requirements: • Must be a licensed CPA and/or attorney • 15+ years’ experience in tax and estate services • Strong research, problem-solving abilities • Excellent communi...