Tax Director, Estate & Trust

Job overview

The Tax Director, Estate & Trust role is hybrid in Santa Monica, CA, with an annual salary range of $172,000–$227,000 for candidates meeting the stated requirements in the San Francisco Bay Area; candidates elsewhere are directed to ask a recruiter for a location- and qualification-specific range. BPM’s Estate & Trust practice advises individuals, families, fiduciaries, and other stakeholders on complex tax matters. This role leads tax compliance, consulting, and planning work for estate, gift, and trust clients. It also oversees complex research, manages client relationships and practice performance, and supervises and mentors staff to support high-quality client service and the practice’s growth.

What you'll do

• Provide estate, gift, and trust tax compliance and consulting
• develop planning ideas
• oversee complex tax research
• advise clients on tax obligations and asset transfers
• supervise staff and manage service delivery
• build client and market relationships
• contribute to external business activities
• manage billing, collections, and the department budget
• coach and mentor professionals.

What we're looking for

Skills & competencies

tax director

estate & trust

hybrid

santa monica ca

bpm llp

full-time

annual salary $172,000–$227,000

tax compliance

estate tax

trust tax

gift tax

cpa or attorney

Work arrangement

• Weekend coverage required

Benefits & perks

• Flexible work arrangements, wellness resources, employee assistance and mental health resources, paid family leave, holidays, Flex PTO, winter break, summer hours, professional development, CPA exam resources and bonuses.

Why this role

Licensed CPA and/or attorney required; 15+ years of relevant public accounting or law firm experience; hybrid schedule for candidates within commuting distance of a BPM office.

About the employer

BPM LLP is hiring for this role. Industry: Tax Preparation Services. Sector: 54.