Tax Manager - Trust & Estate (Compliance Focused)
Los Angeles, CA / San Francisco Bay Area
Tax – Private Client Services (PCS) /
Full-time /
Hybrid
About BPM
BPM LLP is a full-service accounting and advisory firm with a people-first culture and a national presence. Recognized as one of the “Best Places to Work” in the Bay Area, BPM offers a flexible, inclusive, and growth-oriented environment. The firm’s Trust & Estate team supports high-net-worth individuals and families with estate, gift, and fiduciary tax compliance and planning.
Role Overview
The Tax Manager – Trust & Estate (Compliance Focused) will lead the preparation and review of complex fiduciary, estate, and gift tax returns. This role is ideal for a detail-oriented tax professional with deep technical knowledge and a passion for client service. The position emphasizes compliance over consulting, with opportunities to mentor staff and contribute to process improvements.
Key Responsibilities
- Prepare and review federal and state fiduciary income tax returns (Form 1041), estate tax returns (Form 706), and gift tax returns (Form 709).
- Ensure timely and accurate filing of tax returns and estimated payments.
- Maintain compliance calendars and oversee tax deadlines for trust clients.
- Respond to IRS and state tax notices and coordinate with legal advisors as needed.
- Supervise and mentor junior staff, providing technical guidance and review support.
- Collaborate with trust officers, attorneys, and wealth advisors to gather documentation and clarify tax positions.
- Maintain up-to-date knowledge of tax laws and regulations affecting trusts and estates.
Qualifications
- CPA or JD/LLM required.
- 7+ years of experience in public accounting or law firm with a focus on trust and estate tax compliance.
- Strong understanding of fiduciary accounting, trust administration, and estate planning concepts.
- Proficiency in tax software (e.g., CCH Axcess, ProSystem fx) and Microsoft Office Suite.
- Excellent organizational, analytical, and communication skills.
- Experience managing multiple engagements and mentoring staff.
Preferred:
- Experience with high-net-worth clients and complex estate structures.
- Familiarity with revocable, irrevocable, testamentary, and grantor trusts.
- Ability to work independently and manage remote teams.
- Strong client service orientation and attention to detail.
We Have:
- A unique people-centered culture that attracts the brightest and most forward-thinking accounting professionals.
- The resources, expertise, and global capability of a Big Four accounting firm together with the responsiveness and accessibility of a local firm.
- A regional presence in the Bay Area, while still serving our clients nationally and internationally.
- Recognition as one of the Bay Area’s “Best Place to Work” and “No. 1 Best Large Accounting Firm to Work For” by Accounting Today.
$120,000 - $160,000 a year
The salary range provided is intended for candidates in the San Francisco Bay Area who meet the minimum requirements of the position. Candidates who do not reside in the San Francisco Bay Area, do not meet the minimum requirements, or exceed the requirements are encouraged to apply and a recruiter will provide you with a range specific to your location and qualifications.
Wondering if you should apply?
At BPM we are people who value people. We are progressive and purposeful. We are a firm with flexibility. Our shared entrepreneurial spirit drives us to see and do things differently. And our passion for people makes BPM a place where everyone feels welcome, valued, and part of something bigger.
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BPM provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state or local laws. BPM welcomes and encourages applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the selection process.
For positions based in San Francisco, consideration of qualified candidates with arrest and conviction records will be in a manner consistent with the San Francisco Fair Chance Ordinance.
Please note - this posting is for prospective candidates only. Unsolicited third-party resume submissions will be considered property of BPM and will not be acknowledged or returned.
