Job Description
Provide tax compliance and consulting services to Estate, Gift, and Trust clients. Develop and deliver innovative planning ideas that meet or exceed client expectations. Oversee complex tax research projects for a variety of Estate, Trust, and Gift issues. Work with clients to minimize their tax obligations and best pass assets according to client's wishes. Supervise tax staff and manage the delivery of tax consulting and compliance services to the client. Establish relationships with estate attorneys and other advisors serving our clients. Build and manage client relationships with existing client base. Build a network of business contacts and establish market relationships to generate new business. Participate in, and contribute to, market and business activities that are external to the firm while providing direction to, and maintaining, managerial responsibility for a team. Manage financial performance of practice, including billing, collections, and department budget. Act as a coach and mentor to other risk assurance professionals.
About BPM
BPM β where caring and community is in our company DNA; we are always striving to be our best selves; and weβre compelled to ask the questions that lead to innovation.