Job Description
Lead and support the preparation and review of fiduciary, estate, and gift tax returns. 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. Stay current on tax laws and regulations affecting trusts and estates. Support BPM’s sustainability and digital-first initiatives through paperless workflows and remote collaboration. Mentor junior staff and contribute to process improvements.
About BPM
BPM is a firm where caring and community is in their company DNA, always striving to be their best selves and compelled to ask the questions that lead to innovation.