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
• Excellen...