Position Overview
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:
β’ Ensure tax compliance for Estate, Gift, and Trust clients
β’ Supervise tax staff and enhance service delivery
β’ Carry out detailed tax research for complex issues
β’ Minimize client tax obligations through innovative strategies
β’ Foster relationships with estate attorneys and advisors
Requirements:
β’ Must be a licensed CPA and/or attorney
β’ 15+ yearsβ experience in tax and estate services
β’ St...